Specific task reporting preferences frequently require that reports are created using the Report Filter Options. The filters are used to set which tasks are included in the report as well as which data fields are displayed for the included tasks.
Date RangeThe initial display above includes the option to select date ranges for the report.
All Dates - Chooses all items regardless of the dates. This option is not available for all reports or filters (so may not appear in the drop down list). As a caution, when it is available, it is recommended that it is used only with small sets of data, otherwise your results will be very large and it may take a long time to generate the report.
Dynamic Dates - Are a preset ranges of dates that are commonly used, such as current week, current month, last month, next year and that change automatically. If a report is saved with these settings or a filter is remembered with these settings, the next time report is run of the filter is applied, the date range will change automatically relative to the current date. For example, if the current month is October, selecting "Current Month" as a Dynamic Date Range will automatically set the date range to Oct 1 to Oct 31st. If the current month then becomes November, the date range will reset automatically to Nov 1 to Nov 30. The report or filter does not have to be changed as the range changes automatically.
Specific Dates - These are specific dates that are entered and you control what the range is. If a report is saved with these settings or a filter is remembered with these settings, those specific date ranges will be saved as well and when the report is re-run or the filter applied, it will always use those exact dates, they will never change.
In addition to the Date Range options above, some reports contain date Filter Types for reporting items which have scheduling properties i.e. there is both a start and end dates that could be effected by the date range.
The date Filter Type options are as follows:
Occurs In will include all scheduled items which occur during the time selected, even if the start and/or end date for the item is not in the date range. For example, an item scheduled to start in January and end in March does occur in February.
Starts In will include only scheduled items with a start date in the range selected without regard to the end date which may fall outside the date range selected.
Ends In will include only scheduled items with an end date in the range selected without regard to the start date which may fall outside the date range selected.
Contained Within will include the scheduled items which have both a start and end date within the range selected. For example, a scheduled item with a start date in January and an end date in February will NOT be included in the results of a date range selection for January. The item schedule must start AND end in January to be part of the report.
Task Company & Contract OptionsSelecting from the drop downs for Companies and/or Company Contracts will further refine your report. Advanced options are also available for stronger filtering.
In addition to selecting Companies and Company Contracts, options for the exclusion of any tasks within which the Company and/or Company Contract is not assigned directly to the task or to the project as the default are available. In the "Advanced Company & Company Contract Filtering Options," selecting "Selected companies MUST be associated to the task directly, or the company must be associated to the project as the default company for the project" and/or "Selected company contracts MUST be associated to the task directly, or the company contracts must be associated to the project as the default company for the project" will filter results accordingly. Companies and Company Contracts are associated with projects by the Project Manager in the Project Time, Expense & Billing Information section when adding or editing projects. Companies and Company Contracts are associated directly with tasks by the Project Manager when adding or editing tasks to the project.
Project Type & Project OptionsSelecting from the drop downs for Project Type, Project Status and Active Projects will further refine your report. Additional options for Project State are also available for more filtering.
Department, Resource Type, and ResourceSelecting from the drop downs for Department, Resource Type, and Resources will further refine your report. Advanced options are also available for stronger filtering.
This filter will default to returning any task with any resource assigned to it who matches the filter criteria. Further settings to exclude any tasks with only resources other than the Task Owner meeting the criteria are available via the check boxes under the Advanced Department and Resource Options. You may choose to "Only return tasks where the resource with the selected department(s) are designated as the 'Task Owner'" and/or "Only return tasks where the selected resources are designated as the 'Task Owner'."
Note: Departments are based on the resources' assignments to departments. A resource may be assigned to a department in their User Profile. A department cannot be assigned to a task, but rather is associated with a task when a resource on the task belongs to the department.
Report Filter Type OptionsReport Filter Type Options are set to filter tasks by specific properties and/or conditions for the tasks.
Task Custom Field OptionsTask Custom Field Options will only appear as an option on this report if your system administrator has setup Task Custom Fields and are set to filter tasks by the specific custom fields. The image below is only an example.
Charting Display OptionsCharting Display Options are set to produce graphical reports. Usage is addressed for all of the applicable reports in the Graphical Reports topic.
Two types of Charts are available to be used to view data. Up to four charts can be created during the process.
Predefined allows for a drop down selection of any charts that have been predefined.
Custom Chart allows for selection of information to create a chart.
Chart Type includes six different types of charts that can be created. These include Area, Bar, Column, Donut, Line and Pie.
Aggregate By enables a selection of data field to aggregate upon.
Chart Column enables a selection of columns for data for the chart to use.
- Aggregate Type enables you to select Sum, Average, Count, Max or Min for the column of data.
- Hide # enables you to hide the number for the data.
- Stacked enables you to stack the data.
*Note there is an add icon at the end of the row which allows you to add multiple rows of data fields for the chart.
X-Axis and Y-Axis
Aggregate By is the y-axis and the Chart Columns is the x-axis.
Column Chart, Area Chart and Line Chart:
Aggregate By is the x-axis and the Chart Columns is the y-axis.
Tile Charts Vertically will change the output of more than one chart so that the charts display in a single, left-justified column as opposed to a horizontal display (side-by-side) across the top of the page.
Include the Table Results with the Charts will display the report with the report data supporting the chart(s) in a table format below the chart(s) display. The table results are simply a report which is identical to what you would see if you ran the report without using the Charting Display options.
Group By / Sub Total OptionsThe report can be grouped by column names or sorted by column names in either ascending or descending order.You can also stack several choices and group within groups or sort within sorts.
Column Selection Filtering OptionsColumn Selection Filtering Options will control the data fields displayed as columns for the report. Detailed information for setting preferences in the data field column displays is contained in the Column Display Options topic.
Further information on the data within these columns is available in the Task Report Data Reference topic.
Saving a Quick Selection can make it much faster to retrieve preferred column selections from one project task list view to the next. The Quick Selection drop-down will display the text "Custom Selection" with a save icon to the right of it for saving custom selections. Additionally, administrators can save global selections and change the default global selections. Non-administrator users can save personal default selections.