# Project List Report

### **Report Module Guide: Project List Report**

#### **Module Location**

#### Project &gt; Reports &gt; Project List

#### **Module Objective**

#### 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 &amp; 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.