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 run and the results are displayed on the screen.
10. 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 :