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The report wizard allows you to quickly create a report from scratch, modify a previously created report, or run a report. The wizard is launched any time a report is manually run - whether that be from your saved reports, rerunning an existing report, or creating a new one. These pages describe how to use each tab of the report wizard.


Permissions and Settings

To modify and run a report through the wizard, you must have permission to access it. The following list of reports require a cost center permission to run. The names are pretty obvious, such as, Run Ginsu Report.

  • Baseline Variance Report — compares performance of projects against baselines
  • Cost Card Report — takes each individual expense item and displays detailed information about it
  • Engagement Portfolio Report — high level report used to view all engagements that are active at a particular moment in time. Use this report to discover how all engagements are performing
  • Engagement Report — One of the ways that you would drill into an engagement in more detail is by running an engagement report. The engagement report lets you gain detailed visibility into a particular engagement, regardless of when it started or ended (somewhat like the engagement portfolio report), but provides the additional detail available in the Ginsu report
  • Ginsu Report — providing both high-level and detailed insight into staffing, revenue, profitability, resource borrowing and loaning for a specific time period. 
  • Invoice Milestone Report — provides a listing of all the billing milestones created on engagements as well as whether or not they have been invoiced
  • Invoice Report — provides details about invoices in your installation
  • Issue Report — gives you a quick look at all issues on projects
  • Project List Report — shows budget, client, engagement, invoice and project settings.
  • Project Portfolio Report
  • Resource Report — shows data about resources in a particular cost center
  • Resource Schedule Report — produces a compact schedule of assignments in spreadsheet form
  • Task Analysis Report — provides detailed visibility into performance on tasks
  • Time Card Report — shows information about specified time cards in the system
  • Time Transfer Report — presents information about time transferred between projects or within a project
  • Unbilled Time and Cost Aging Report — presents unbilled time and cost card amounts in user-defined time buckets
  • Utilization Report — focuses on resources and displays their utilization by percent, hours, whole resource profit, and missing time
  • Variance Report — shows you historical actuals and projections in the past
The following list of reports require a global permission to run:

  • Audit Trail Report — shows information about changes that have been made to your installation
  • Rate Card Report — shows information about a selected rate card, all rate cards, or all active rate cards.  Requires "Rate Card Report" View or Update permission
  • RDC Card Report — shows information about a selected RDC card, all RDC cards, or all active RDC cards.  Requires "Rate Card Report" View or Update permission
  • User Report — creating a list of user data or analyzing permissions.  Requires "Users & Permissions View or Update permission


Projector Report Types

Learn more about the different types of reports in Projector

  • Accounting Analysis Reportprovides a detailed breakdown of the transactions that will be sent or have been sent to your accounting system
  • Accounting Balances Reportgenerate periodic accounting balances in order get a better view of the financials and WIP remaining in accounts
  • Audit Trail Reporttrack changes made to your installation
  • Baseline Variance Reportcompares performance of projects against baselines
  • Client Report extract data about your your clients in Projector
  • Cost Card Reporttakes each individual expense item and displays detailed information about it
  • Engagement Portfolio Reporthigh level report used to view all engagements that are active at a particular moment in time. Use this report to discover how all engagements are performing
  • Engagement ReportOne of the ways that you would drill into an engagement in more detail is by running an engagement report. The engagement report lets you gain detailed visibility into a particular engagement, regardless of when it started or ended (somewhat like the engagement portfolio report), but provides the additional detail available in the Ginsu report
  • Forecast Accuracy Reportmeasure and improve your hours forecasting
  • Ginsu Reportproviding both high-level and detailed insight into staffing, revenue, profitability, resource borrowing and loaning for a specific time period. 
  • Invoice Milestone Reportprovides a listing of all the billing milestones created on engagements as well as whether or not they have been invoiced
  • Invoice Reportprovides details about invoices in your installation
  • Issue Reportgives you a quick look at all issues on projects
  • Project List Reportshows budget, client, engagement, invoice and project settings.
  • Project Portfolio Report
  • Project Role Reportdisplay data about roles on your projects
  • Rate Card Reportshows information about a selected rate card, all rate cards, or all active rate cards
  • RDC Rate Card Reportshows information about a selected RDC rate card, all RDC rate cards, or all active RDC rate cards
  • Resource Report find metadata about resources
  • Resource Schedule Reportview bookings for a fixed number of weeks
  • Task Analysis Reportexport task plan baselines in report format
  • Time Card Reportshows information about specified time cards in the system
  • Time Transfer Reportpresents information about time transferred between projects or within a project
  • Unbilled Time and Cost Aging Reportpresents unbilled time and cost card amounts in user-defined time buckets
  • User Reportreview user types, assigned cost centers, and user permissions
  • Utilization Reportfocuses on resources and displays their utilization by percent, hours, whole resource profit, and missing time
  • Variance Reportshows your historical actuals and projections in the past

 

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