Generating Reports

To generate a report:

  1. Open the Project Director Administration dashboard and click Reports folder.

    The Reports page appears.

  2. Select a report name from the report list and click Generate.

    The Report Details dialog box appears requesting the information for the selected report as shown in the example below.

  3. Select the Output Format. The report can be downloaded and saved as a CSV, PDF or XLS file.
  4. Click in the Value field and enter the organization name and the date range for the report.
  5. Click Generate.

    The report is generated and can be viewed in the selected output format.

Parent topic: Managing Reports