Exact Synergy Enterprise

How-to: Generating reports for project calculation

Introduction

This report displays the data retrieved from the budget lines, deliverables, and WBS lines of a project.

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 reports for project calculation?

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 a web part, select the Show as web part check box, as displayed in the following:
   
     
   
4. Click Save to save the defined parameters and click View to see the report. The following is an example of the report: 
   
     

Related documents

• Configuring a report parameter – Reporting services integration
• Defining Reporting services integration settings
• Exact video library