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How can I get Project Reports?

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Written by IT Billing

Project owners can view different reports related to their projects and submissions, as well as export them to the following file formats:

  • XML

  • CSV

  • PDF

  • Web archive

  • Excel

  • TIFF

  • Word

Following is a description of available reports:

REPORT

DESCRIPTION

Project Report

Shows a summary of the project list in a selected Project Status folder

Note: This report is accessible only from the Project List menu.

History Report

Shows the history of a single project

Includes Licensee and approval form information, project status and submission history, including file attachment thumbnails and Licensor comments sent to the project owner

Summary Report

Shows a summary of a project’s submission history

Includes stages, status and dates when submissions were received and comments sent

Does not include Licensor comments or attachment thumbnails

Viewing and exporting reports

Reports can be accessed from the Project List menu or from the Project Detail pane, depending on the report and the user’s role and Group assignment.

To view and export reports

  1. Select a folder from the Project Status folder tree.

  2. Do either of the following:

  • At the top of the Project List pane, click the Reports dropdown menu and select a report.

View reports
  • At the top of the Project Detail pane, click the Reports dropdown menu and select a report.

View reports
  1. To export a report, click the disk icon and select a file format from the dropdown menu.

  2. To search within the report, enter a search term in the Search box and click Find.

View reports


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