Master report is designed to provide the users with the ability to generate customised IPM project reports based on the specific requirements. The most important feature of this report is that it gives the user a list of options and the user has the privilege to select what needs to be displayed in the report.
When the visibility is configured for the new custom columns, and if there are values available in those fields, they will be displayed in the Master Report by the label names which are configured in the Task Planning Object Editor area.
The user can also refine to certain criteria using the search box in order to define the projects which he/she wants to use in order to develop the report.
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Filter |
Description |
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Search Box |
Allows user to refine the projects using the criteria in the search box. These criteria will appear as per the amendments done to the search box through the project explorer. |
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Project |
Dropdown allows users to select the project from a list which will appear as per the refined criteria of the search box. If no criteria is defined in the search box, a list of all the 'open' projects will appear by default. Once a project is chosen, the workflow of the project will appear below the filter enabling you to customize the report as you wish. |
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Workflow/Phases/Objects |
The workflow of the Project chosen will enable the users to customize the report and decide on topics which should appear on the report. Each workflow phase and Object has a tick box in front which is ticked by default. User can untick the tick box if the particular phase/object should not be included in the report. |
The Report elements will depend as per the custom changes which are done using the workflow/phases and objects.
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Last revised: September 23, 2018