Project Views

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 view:

1. Login as an user with administrative privileges and click on Administration under the user icon.
2. From the Project Management section, click on Project Views.
3. Click Add and select the type of report you wish to create.
   
   
   
4. In the Name* box, type the name of the report.
5. Fill in the other details.
6. In the Visible to Users drop-down list, select the users with whom you want to share the report.
7. In the Visible to Clients drop-down list, select the clients with whom you want to share the report.
8. Configure the Output section to display what you wish to see: 
   
   1. In the Columns section, select the filter from the Available options and move it to the left.
   2. In the Sort By section, select the filter from the Available options and move it to the left.
   3. In the Group By section, select the filter from the Available options and move it to the left.
9. Click Save. The report is added to the list.  Now, when you go to a project, you will see this view in one of the tabs.
   
   
   
    

To remove a project-specific report :

1. Login as an user with administrative privileges and click on Administration under the user icon.
2. From the Project Management section, click on Project Views.
3. Click on the delete icon besides the View name to delete it. 
4. Click on Yes to confirm the deletion. The view is removed across all the projects.