This is a tool that is located on the Reports section of the Reports tab.
Function
The Standard Reports interface () provides a list of preconfigured reports that the user can open in a PDF or Excel format.
Controls
This interface hosts the Data Table dropdown control, alongside these controls:
| Control | Used To... |
| Select the Report List | Select the specific report type the user wants to run. |
| Project Completion Date Range | Specify a date range for project completion; optional. |
|
Open as PDF Button |
Open the report in a pop-up PDF format. |
| Open in Excel Button | Download the report in an Excel format. |
Generate the Report
In order to generate a standard report, the user can follow these steps:
- Select a report type from the given list.
- Fill the Project Completion Data Range manually (textbox) or through calendar selection if desired.
- Select either the Open as PDF or Open in Excel button to generate the chosen report.
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