Create project status report

In the My Projects Status Reports page, you can view all the reports for which you are the owner or a shared user.

About this task

You can create a report, edit, or delete an existing report. To create a report or modify an existing report, you must have the it_project_manager role. To view reports that are shared with you, you must have the it_project_user role.

Procedure

  1. Navigate to My Project Status Reports using either of the following options:
    OptionDescription
    Show Project Status Portal
    1. Navigate to Projects > All.
    2. Filter the list to include the projects that you want to track on the portal.
    3. Click the Show Project Status Portal related link.
    4. In Project Status Portal, click Show Reports Show Reports.
    Project Status Portal Navigate to Projects > Project Status Portal. If you have opened Project Status Portal for the first time, the My Projects Status Reports page is displayed.
  2. You can perform the following actions in My Projects status Reports:
    OptionDescription
    Create new To create a project report:
    • Click Create New.
    • In the Create New Report window, perform the following actions:
      • In Name, provide a suitable name for the report.
      • In New Criteria, specify a criteria to filter projects.
      • Click OK. The project report opens in the Project Status Portal.
    Search status reports Search a report from the available list of project reports.
    Edit report Point to a report, and click to edit a report by adding a filter criteria.
    Note: This action is available only to the owner of a report.
    Delete report Point to a report, and click to delete a report.
    Note: This action is available only to the owner of a report.