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- All users may run the "My Tasks", "My Projects", "My Expenses" and "My Time Entries" reports.
- Typically the PM will need reports that help track the project, financials, keep track of tasks due etc. The reports that are primarily aimed for the PM are prefixed with "PM " and are designed to run to fetch data belonging to that PM. So for eg, the "PM - Project Financial Report" will display the financial information of only those projects where the person running the report is a PM.
- There are 3 reports which pure client reports. They have been shared with the clients by default. You can choose to edit the reports and remove the sharing.
- Client Report - My Projects (Client Name = Report Runner)
- Client Report - My Documents (Client Shared = Y and Client Name = Report Runner)
- Client Report - My Discussions (Client Shared = Y and Client Name = Report Runner)
- Process Reports - there are 2 which are accessible to all users of Celoxis including clients.
- Processes assigned to me – (Assigned To = Report Runner)
- Processes requested by me – (Requester = Report Runner)
- Exec Reports - These are typical high level graphical reports that run across all projects.
- Execs - All Projects by Budget
- Execs - All Projects by Schedule
You can modify any of the above reports to suit your requirements or make copies and modify the copies.