Reports

You can create a variety of reports that provide information related to User details, Issues & Points, Checklist items, Task details, Due Date information on Tasks by Deliverable, Administrative Tasks, and Portal details.

To access the Reports menu, click Reports on the Menu bar. The Reports screen that shows the different reports you can create in real time is displayed. Each report is provided with different filter options to retrieve specific information.

Key Term	Description
System Wide Reports	Contains reports that have been saved and are available for everyone (with access to reports) to view and run.
My Reports	Contains reports that have been saved and are only available for the user who created and saved it to view and run.

To increase performance and functionality, XCM has moved Tasks that were completed on or before 12/31/2012 from the production database to a new archived database. Tasks completed more than 5 years from the current year end are only accessible through the Archived Reports and cannot be viewed in the Control Sheet. Tasks that have a recurrence pattern setup will not be affected and will remain current in order for the creation of the recurring Tasks to occur as scheduled.

Users can access the archived data through XCM Reports. Current and Archive option buttons are available in the XCM Reports page. Choose the Archive option to access the archived data.

You can view a report online or export a report to a different format. To view the entire report contents online, you need to scroll using the right scroll bar and the bottom scroll bar available on the reports results page.

After a report is generated, a report toolbar that helps navigate and perform actions within a report, is displayed at the top of every report.

The following table describes the actions you can perform from the report toolbar.

Toolbar Actions	Description
	Go to the first page of the report.
	Go to the previous page.
	In the text box type the page number to which you want to move. Press Enter to move to the specific page in the report.
	Go to the next page.
	Go to the last page of the report.
	Type the text that you want to search for in the report results, and click Find. Click Next to find the next occurrenece of the text you typed.
	Export reports to various formats. Click the Export drop-down menu to see the various formats. Click on the required file format to download the report to the Downloads folder of your computer.
	Refreshes page (does not run the report again).
	Sorts the selected column contents when you click the Up (ascending) or Down (descending) arrow.

After a report has been generated and appears on the screen, you can click

Export drop-down menu to save the report results to any of the following formats:

1. From the Export drop-down menu, click on the required report format to download.

2. The report is downloaded to the Downloads folder of your computer and is displayed at the lower-left of the window.

Each report has its own set of filter selections that defines the scope of the report contents. The effective use of filters when a report is generated helps to retrieve the most useful information for a particular purpose.

Filter selections are “additive” which means that each additional filter that you add is based on the current filter AND then matched with the second AND the third filter and so on to generate the report at a more granular level.

• Current: Choose the Current option to access all Tasks from the calendar year 2012-2022 and the Tasks that are not completed from the year 2006 through 2011 (i.e. Tasks that are currently In Process or in the Status of No Info In).

• Archive: Choose the Archive option to view the historical data of Tasks completed more than 5 years from the current year end. The archived reports contain only Tasks that are in the Completed Status.

My Clients/Entities and All Clients/Entities: In the Select Client/Entity filter, select All Clients/Entities or My Clients/Entities as applicable. The My Clients/Entities option limits the report to all Tasks that have Roles (Staffing roles assigned on the Control Sheet) assigned to the logged in user. The All Clients/Entities option includes all Tasks in the report results.

Select All to view all the available columns for your report type. Select Default to choose the report columns you want to display in the report.

Some filters allow you to select multiple values. Use the Ctrl or Shift keys to select multiple values from the list box to filter the data you require.

When you click on any date field, a calendar is displayed to select the relevant date.

In some reports there is a Choose filter next to one or more fields to limit the report to selected clients or users. Click Choose to open an interface, and then select the data that you want to use in the report.