Reports Page
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The Reports Page lists the reports that can be run on the information stored in ProWorkflow. These reports are sorted within the following categories:
- Resource Reports
- Time Reports
- Individual Project Reports
- General Project Reports
- Project Task/Task Reports
- People Reports
Most reports are interactive, so it is possible for example to click on task, project, contacts names to see more information. It is also possible to change the settings used to run the report and refresh the report with the new settings. In addition to the standard reports you can also create custom reports and we're happy to help if you have specific reporting requirements.
See this article for more information on custom reports.
Accessing the Reports Page:
- Click 'REPORTS Manager'.
- Click 'Reports Page'.
Running, Printing, Exporting and Emailing Reports
Running a report:
- Click on the name of the report to expand the details.
- Use text boxes, calendar buttons, drop-down boxes, lists and radio buttons to configure the report.
- Click 'View Report' to open a new pop-up window.
Printing a report:
- After clicking 'View Report'
- Click 'Print It!' in the new pop-up window.
Exporting to a PDF:
- After clicking 'View Report'
- Click 'PDF It!' in the top right, a new window will pop-up.
- Use the drop-down boxes to select 'Paper Size' and 'Orientation'.
- Use the drop-down box and text boxes to enter required Margins.
- Click 'CONTINUE'.
Exporting to XML
- Click 'XML' on the page
- Select which fields you want to export by ticking the checkboxes
- (Optional) To override the default field names enter text into the associated Change-To box.
- Click the 'EXPORT' button
- A file dialog will open, choose where to save the file.
NOTE: Exporting to XML is not available for some reports.
Exporting to CSV
- CSV is simple text so will lose any formatting upon exporting, use XML to maintain formatting.
- Click 'CSV' on the page
- Select the data items using the drop-down list
- Select 'Skip' to remove a column from the report
- Select 'Placeholder' to keep a column in the report, but not include any values
- Select the delimeters to use for the export, delimeters are the characters used in the file to seperate the values. Delimeters must not be present in ANY data or the export will not work correctly.
- Using the checkbox to choose whether to include column names at the top of the report. It is suggested that this option is ticked.
- Click the 'EXPORT' button
- A file dialog will open so, choose where to save the file.
NOTE: Exporting to CSV is not available for some reports.
Emailing a report:
- After clicking 'View Report'
- Click 'Email' in the top right, a new window will pop-up.
- Use the check boxes to select client and internal staff contacts to send the report to. Alternatively use the 'Send to ALL Contacts' check box.
- Use the 'Test Email Address' check box and text box to send the report to a test email address.
- Click 'SEND'.
