Exact Synergy Enterprise

How-to: Generating graphical reports for capacity overview

Introduction

This report provides an insight to the remaining capacity for a certain period. It is a graphical depiction of the capacity overview report. For more information, see How-to: Generating reports for capacity overview.

Requirements and prerequisites

To be able to generate reports, users must ensure the following:

• The user must have the Administrator or Report manager role.
• Settings for Reporting services integration must be defined correctly. For more information, see Defining Reporting services integration settings.

How do I generate graphical reports for capacity overview?

1. On the Reporting services integration: Management page, select the relevant report. For more information, see Configuring a report parameter – Reporting services integration.
2. Select the Parameters tab to configure the respective parameters, as displayed in the following: 
   
   
3.  To add or view the report on a project card as web part, select the Show as web part check box, as displayed in the following: 
   
   
   
4. Click the Drill through reports tab and define the settings, as displayed in the following:
   
    
   
5. Click Save to save the defined parameters and click View to see the report. The following is an example of the report:
   
   
6. To see a more detailed report, click the bars in the bar chart. For more information, see How-to: Generating reports for capacity overview.

Related documents

• Configuring a report parameter – Reporting services integration
• Defining Reporting services integration settings
• Exact video library
• How-to: Generating reports for capacity overview