The Project List Report module is used to generate a summary report of all projects registered in the system. This report provides a general overview of all projects, their status, the responsible manager, and the related customer.
1. Report Parameters (Filter)
The main page of this module is a form containing various parameters to customize the report that will be generated.
Here is an explanation for each parameter:
Project Status:
Filter the report by the current project status (e.g., 'Active', 'Completed', 'Canceled').
Customer Name:
Select a specific customer to see all projects related to them, or select 'All'.
2. Steps to Generate the Report
Step 1: Set Report Parameters
Define the Project Status or Customer Name filters that you need.
Step 2: Generate the Report
After all parameters are set, click one of the two buttons at the bottom:
[Display Report]: To preview the project list report directly on your screen.
[Export to MS Excel]: To download the report data in an Excel file format.
3. Reading the Report (Report Content)
The generated report is a list of all projects that match your filters.
This report displays important details such as:
Project Code and Project Name.
The responsible Project Manager.
The related Customer Name.
Start Date and End Date.
The current Project Status.
Tips & Important Notes
This report is a recapitulation of the master data created in the Project List module.
Use this report to get an overview of the company's project portfolio.
This is a useful report for Top Management and the PMO (Project Management Office) to monitor all ongoing projects.
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