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Exception Reporting is a concept in Projector used to track when things are exceptions to a rule. The idea is create a report, run it on a schedule, and only get notified about that report if a rule is broken. For example, my exception report might implement the rule - "Contractors in India cannot submit time to G&A projects. If this should happen, please email me a report of who submitted the time, the project, and the expense details."

To model this I use three four parts of the report wizard.

  1. Set up the data I want to see:Data/Row Fields
    1. Resource Display Name
    2. Expense Type
    3. Expense Amount
    4. Incurred DateIncurred
    5. Total Amount
    Add filters to model my rule.
    1. Disbursed Currency
  2. Filters
    1. Resource Type = Contractor
    2. Engagement Type = G&A
    3. Resource Location = India
  3. Schedule the report:Scheduling
    1. Runs nightly at 2am and notifies me on success
  4. Distribution
    1. Distributes to me

If nobody breaks my rule, then the report returns no data and no email is sent out. However, if someone does break the rule, the report does have data and it gets sent to me.


Configure Fields

First, I choose the data that I'm interested in.

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Create Filters

Next I specify the filters I want. You can create complex filters. For example, all cost cards NOT in the USA. Or, only show me

...

 time cards for more than 4 hours of work.

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Distribution

Who should receive the report? Make sure you tick the Notify on Success checkbox if you want them to receive an email.

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Schedule

Set the frequency that the report should be run.

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