Celoxis allows you to create reports specific to your projects so that you can see data pertaining to that project only.
To create a project specific reports:
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view:
- Login as an user with administrative privileges and click on Administration under the user icon.
- From the Project Management section, click on Project Views.
- Click Add and select the type of report you wish to create.
- In the Name* box, type the name of the report.
- Fill in the other details.
- In the Visible to Users drop-down list, select the users with whom you want to share the report.
- In the Visible to Clients drop-down list, select the clients with whom you want to share the report.
- Configure the Output section to display what you wish to see:
- In the Columns section, select the filter from the Available options and move it to the left.
- In the Sort By section, select the filter from the Available options and move it to the left.
- In the Group By section, select the filter from the Available options and move it to the left.
- Click Save. The report is run and the results are displayed on the screen.
- The report link appears on the left side pane for that project and is visible to the users/clients with whom you shared it.
To remove a project-specific report :
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