Reporting
- Thomas Sherman (Deactivated)
- Shivam (Deactivated)
- Emily Lee (Unlicensed)
Projector offers an enormous amount of functionality for driving your day-to-day business operations. But at the end of the day you also have a need to look back over operations and get a look at the big picture. Projector reports are where much of this information is derived from. Analyze hundreds of data points, roll up months or years of operations data and quickly get a look at your organizations past health, current health and future positions. Then use Projector's report scheduling and distribution features to keep your entire management team in the loop and projects on target.
You can run reports from either Projector Web or Management Portal.
This page and the children pages detail permissions, report types, file types, and web services. To run actual reports please see the links above.
Additional Resources
The Topic of the Day: Reporting Overview webinar is a great resource to learn all about Projector's reporting engine.
In Topic of the Day: Advanced Reporting webinar, we look at some advanced reporting techniques within Projector, including reporting web services.
The Report Customization Webinar, is a workshop on report customization techniques. In the webinar we walked through the process of creating custom reports that can be used on a reoccurring basis.
Every once in a while, Microsoft will change its default handling of macros. When this happens, reports may just not work, you may not be able to make any edits, or you may just be really annoyed that you need to click through a bunch of security warnings every single time you open a report.
You should check out this documentation for potential resolutions: Excel Security
The general MS page about Microsoft blocking macros more aggressively can be found here. This is also something that could potentially be handled at the group policy level by your IT team (when it comes to trusting macros).
Permissions and Settings
The Reports topic is accessible from all users in Projector except Client Users.
Although anyone can run a report, they'll come back empty if you don't have permission to access the underlying data. This section details for each report type the permissions you need to run and retrieve data for each report type.
| Report Type | PM Team Can Run | Users Can Run When |
|---|---|---|
| Accounting Analysis | global permission Accounting System Interface set to view or update | |
| Accounting Balance | global permission Accounting System Interface set to view or update | |
| Audit Trail Report | global permission Audit Trail and Administrative Report set to View | |
| Baseline Variance | yes | cost center permission Run Baseline Variance Report |
| Client | global permission Clients set to View | |
| Cost Card | yes when selecting Engagement Cost Center on parameters tab | cost center permission Run Cost Card Report cost center permission View Resource/Disbursed Expense Reports cost center permission View Resource/Disbursed Other Expense Documents cost center permission View Projects |
| Engagement Portfolio | cost center permission Run Engagement Portfolio Report | |
| Engagement Report | yes. PMs can only see data on their projects | cost center permission View Projects |
| Forecast Accuracy | yes when selecting Engagement Cost Center on parameters tab | cost center permission Run Forecast Accuracy Report |
| Ginsu | yes when selecting Engagement Cost Center on parameters tab | cost center permission Run Ginsu and Schedule Variance Report. |
| Invoice Milestone | yes | cost center permission Run Invoice Milestone Report |
| Invoice | cost center permission Run Invoice Report | |
| Issue | yes | cost center permission Run Issue Report and View Projects |
| Project List | ??????? | cost center permission Run Project Listing Report and View Projects |
| Project Portfolio | yes | cost center permission Run Project Portfolio Report and View Projects |
| Project Role | yes | cost center permission Run Project Role Report and View Projects and View Resources???? |
| Rate Card | global permission Rate Card Report | |
| RDC Rate Card | global permission Rate Card Report??? AND Resource Direct Cost (RDC) Data???? | |
| Resource | cost center permission Run Resource Report AND View Resources??? | |
| Resource Schedule | yes | cost center permission Run Resource Report |
| Task Analysis | yes | cost center permission Run Task Analysis Report AND View Projects |
| Time Card | yes when selecting Engagement Cost Center on parameters tab | cost center permission Run Time Card Report AND at least one of the following
|
| Time Transfer | cost center permission Run Time Transfer Report AND ??? | |
| Unbilled Time and Cost Ageing | cost center permission Run Unbilled Time and Cost Report | |
| User | global permission Users & Permissions set to view or update. | |
| Utilization | cost center permission Run Utilization Report AND View Resources | |
| Variance | yes when selecting Engagement Cost Center on parameters tab | cost center permission Run Ginsu and Schedule Variance Report AND View Projects |
| Session Listing | global permission Audit Trail and Administrative Report set to View |
Additional Resources
These resources come courtesy of our e3 program. To subscribe to e3 see My Profile
How to Create Projector Reports from Scratch – Part 1
How to Create Projector Reports from Scratch - Part 2