Create a Custom Report

Create a Custom Report

With the ability to print from the IE 7 print icon now, you can basically create a “custom” report. 

To show you how to do this from the My Connection Tab:  Use the My Connection Tab to list every department (with projects) and their project module - Executives and managers can now go through that list and see how resources are being deployed.

• Go to your My tab
• Click edit layout on the bottom of the page
• In the first box click the + next to Organization to expand
• Highlight “projects” and click the first arrow
• Click each + to expand and start at the bottom of the list
• Highlight the first department at the bottom, click the arrow, have main column highlighted, click add module
• Select the next department from the bottom and click arrow, click add modules, and so forth until you can added all the departments that have projects
• Click done when the list is completed
• Use the print icon in IE 7 to print preview, adjust to landscape, and print the report 
• This same procedure can be used for metrics