Clarizen Reports

Table of Contents

Budget	All Milestones Exceeding Budget Managed by Me All Milestones Exceeding Budget per Project All Projects Exceeding Budget All Tasks Exceeding Budget Managed by Me Budget Utilization vs Progress Budget Utilization vs Progress Managed by Me Cost & Revenue forecast all Customers Cost & Revenue forecast all Projects Cost & Revenue forecast by Customer Cost & Revenue forecast by Project Customer Billing Customer Expense Summary Project Expenses Summary Projects with an Unfavorable Cost Variance Projects with Cost Overruns Total Due by Customer for a Selected Timeframe Total due by project for a selected timeframe User Expense Summary
Customer	Projects in the Works per Customer
Issues	All Assigned Cases by Group, Job Title, or Skill All Cases Assigned to a Specific User All Cases in a Specific State All Cases to be Resolved in a Project All Opened Cases Committed to Customers All Opened Cases per Customer All Project Related Work Cases of a Specific Type Assigned to a User Cases of a Specific Type in a Certain State Number of a Specific Case Type (e.g. Bugs, Risks) by State Number of Cases by State Number of Customer Cases by State Number of Project Cases by State Open Cases Assigned to a Specific User Risk Register Risks Sorted by Risk Rate
Projects	All Projects at Risk All Projects off Track
Resource load	Resource Availability Resource Load Resource Load per Task Resource Overload Resource Overload per Task Resource Underuse Resource Underuse per Task
Tasks	All Assigned Tasks by Group, Job Title, or Skill All Tasks at Risk Managed by Me All Tasks Last Updated by Project All Tasks Last Updated by User All Tasks off Track Managed by Me All Tasks on a Critical Path Managed by Me All Tasks on a Critical Path per Project All Tasks per Project All Tasks Starting in a Given Time Range All Tasks with a Certain Status All Tasks with no Resource Assignment All Tasks with no Resource Assignment per Project Date Variance Report for Actual Tasks of a Specific Project My Tasks this Week Resource Planned Work per Project
Time Tracking	All Customer's Summary All Reported Hours in a Specific Project Customer Summary Detailed Report by Customer for a Selected Timeframe Project Summary Project Utilization Resource Summary Resource(s) Hourly Report Total Hours Reported by a User for a Selected Timeframe Total Reported Hours by User Per Project Total weekly reported hours by selected users Total weekly reported hours by user
Users	Total Number of non - working hours by user Users & Licenses Summary
Work Items	All Work Items with a Specific Manager All Work Items with a Specific Manager per Project All Work Items with a Specific Resource Date Variance for Specific Project(s)

Budget Back to top

All Milestones Exceeding Budget Managed by Me
Filters
Description	Show all milestones managed by me where Actual cost is bigger than the Budgeted Cost
Additional Help
Attributes
Available to	Financial user
#	Class	Field	Data Type	Filter Type	Operator	Value/From	To
#1	Milestone		Object	FieldComparison	Equals	ConstraintFixedValue
#2	Milestone	Manager	Reference To Object	FieldComparison	Equals	ConstraintSpecialValue
#3	Milestone	State	Pick List	FieldComparison	In	ConstraintMultipleValues
Columns
Column Name	Class	Field	Data Type	Additional Help
Status	Milestone	TrackStatus	Pick List
Conflicts	Milestone		Pick List
State	Milestone	State	Pick List
Importance	Milestone	Importance	Pick List
Belong to Critical Path	Milestone	OnCriticalPath	Boolean
ID	Milestone	SYSID	String
Name	Milestone	Name	String
Parent Project	Milestone	ParentProject	Reference To Object
Duration	Milestone	Duration	TimeEffort
Start Date	Milestone	StartDate	DateTime
Due Date	Milestone	DueDate	DateTime
% Complete	Milestone	PercentCompleted	Double
Actual Cost	Milestone	ActualCost	Money
Budgeted Cost	Milestone	PlannedBudget	Money
Actual Effort	Milestone	ActualEffort	TimeEffort2
Remaining Effort	Milestone	RemainingEffort	TimeEffort2
Manager	Milestone	Manager	Reference To Object
% Completeness Uncertain	Milestone	CompletnessDefinition	Long
% Completeness Uncertain	Milestone	CompletnessDefinition	Long

All Milestones Exceeding Budget per Project
Filters
Description	Show all milestones where â€˜Actual Costâ€™ is bigger than the Budgeted Costâ€™ in a specific project (you will be requested to set the project after you run the report)
Additional Help
Attributes
Available to	Financial user
#	Class	Field	Data Type	Filter Type	Operator	Value/From	To
#1	Milestone	ActualCost	Money	FieldComparison	MoreThan	ConstraintFieldValue
#2	Milestone	ParentProject	Reference To Object	FieldComparison	Equals	ConstraintRuntimeValue
#3	Milestone	State	Pick List	FieldComparison	In	ConstraintMultipleValues
Columns
Column Name	Class	Field	Data Type	Additional Help
Status	Milestone	TrackStatus	Pick List
Conflicts	Milestone		Pick List
State	Milestone	State	Pick List
Importance	Milestone	Importance	Pick List
Belong to Critical Path	Milestone	OnCriticalPath	Boolean
ID	Milestone	SYSID	String
Name	Milestone	Name	String
Duration	Milestone	Duration	TimeEffort
Start Date	Milestone	StartDate	DateTime
Due Date	Milestone	DueDate	DateTime
% Complete	Milestone	PercentCompleted	Double
Actual Cost	Milestone	ActualCost	Money
Budgeted Cost	Milestone	PlannedBudget	Money
Actual Effort	Milestone	ActualEffort	TimeEffort2
Remaining Effort	Milestone	RemainingEffort	TimeEffort2
Manager	Milestone	Manager	Reference To Object
% Completeness Uncertain	Milestone	CompletnessDefinition	Long
% Completeness Uncertain	Milestone	CompletnessDefinition	Long

All Projects Exceeding Budget
Filters
Description	Show all projects where Actual cost is bigger than the Budgeted Cost
Additional Help
Attributes
Available to	Financial user
#	Class	Field	Data Type	Filter Type	Operator	Value/From	To
#1	Project		Object	FieldComparison	Equals	ConstraintFixedValue
#2	Project	State	Pick List	FieldComparison	In	ConstraintMultipleValues
Columns
Column Name	Class	Field	Data Type	Additional Help
Status	Project	TrackStatus	Pick List
Conflicts	Project		Pick List
State	Project	State	Pick List
ID	Project	SYSID	String
Name	Project	Name	String
Duration	Project	Duration	TimeEffort
Start Date	Project	StartDate	DateTime
Due Date	Project	DueDate	DateTime
% Complete	Project	PercentCompleted	Double
Actual Cost	Project	ActualCost	Money
Budgeted Cost	Project	PlannedBudget	Money
Actual Effort	Project	ActualEffort	TimeEffort2
Remaining Effort	Project	RemainingEffort	TimeEffort2
Manager	Project	Manager	Reference To Object
% Completeness Uncertain	Project	CompletnessDefinition	Long
% Completeness Uncertain	Project	CompletnessDefinition	Long

All Tasks Exceeding Budget Managed by Me
Filters
Description	Show all tasks managed by me where Actual cost is bigger than the Budgeted Cost
Additional Help
Attributes
Available to	Financial user
#	Class	Field	Data Type	Filter Type	Operator	Value/From	To
#1	GenericTask		Object	FieldComparison	Equals	ConstraintFixedValue
#2	GenericTask	Manager	Reference To Object	FieldComparison	Equals	ConstraintSpecialValue
#3	GenericTask	State	Pick List	FieldComparison	In	ConstraintMultipleValues
Columns
Column Name	Class	Field	Data Type	Additional Help
Status	GenericTask	TrackStatus	Pick List
Conflicts	GenericTask		Pick List
State	GenericTask	State	Pick List
Importance	GenericTask	Importance	Pick List
Belong to Critical Path	GenericTask	OnCriticalPath	Boolean
ID	GenericTask	SYSID	String
Name	GenericTask	Name	String
Parent Project	GenericTask	ParentProject	Reference To Object
Duration	GenericTask	Duration	TimeEffort
Start Date	GenericTask	StartDate	DateTime
Due Date	GenericTask	DueDate	DateTime
% Complete	GenericTask	PercentCompleted	Double
Actual Cost	GenericTask	ActualCost	Money
Budgeted Cost	GenericTask	PlannedBudget	Money
Actual Effort	GenericTask	ActualEffort	TimeEffort2
Remaining Effort	GenericTask	RemainingEffort	TimeEffort2
Manager	GenericTask	Manager	Reference To Object
% Completeness Uncertain	GenericTask	CompletnessDefinition	Long
% Completeness Uncertain	GenericTask	CompletnessDefinition	Long
Instance Number	GenericTask		Object

Budget Utilization vs Progress
Filters
Description	Show all projects where budget is utilized faster than progress i.e. where % of actual cost out of budgeted cost is greater than % complete
Additional Help
Attributes
Available to	Financial user
#	Class	Field	Data Type	Filter Type	Operator	Value/From	To
#1	Project		Object	FieldComparison	Equals	ConstraintFixedValue
#2	Project	State	Pick List	FieldComparison	In	ConstraintMultipleValues
Columns
Column Name	Class	Field	Data Type	Additional Help
Status	Project	TrackStatus	Pick List
Conflicts	Project		Pick List
State	Project	State	Pick List
ID	Project	SYSID	String
Name	Project	Name	String
Duration	Project	Duration	TimeEffort
Start Date	Project	StartDate	DateTime
Due Date	Project	DueDate	DateTime
% Complete	Project	PercentCompleted	Double
Actual Cost	Project	ActualCost	Money
Budgeted Cost	Project	PlannedBudget	Money
Actual Effort	Project	ActualEffort	TimeEffort2
Remaining Effort	Project	RemainingEffort	TimeEffort2
Manager	Project	Manager	Reference To Object
% Completeness Uncertain	Project	CompletnessDefinition	Long
% Completeness Uncertain	Project	CompletnessDefinition	Long

Budget Utilization vs Progress Managed by Me
Filters
Description	Show all work items managed by me where budget is utilized faster than progress i.e. where % of actual cost out of budgeted cost is greater than % complete
Additional Help
Attributes
Available to	Financial user
#	Class	Field	Data Type	Filter Type	Operator	Value/From	To
#1	Work Item		Object	FieldComparison	Equals	ConstraintFixedValue
#2	Work Item	Manager	Reference To Object	FieldComparison	Equals	ConstraintSpecialValue
#3	Work Item	State	Pick List	FieldComparison	In	ConstraintMultipleValues
Columns
Column Name	Class	Field	Data Type	Additional Help
Status	Work Item	TrackStatus	Pick List
Conflicts	Work Item		Pick List
State	Work Item	State	Pick List
ID	Work Item	SYSID	String
Name	Work Item	Name	String
Duration	Work Item	Duration	TimeEffort
Start Date	Work Item	StartDate	DateTime
Due Date	Work Item	DueDate	DateTime
% Complete	Work Item	PercentCompleted	Double
Actual Cost	Work Item	ActualCost	Money
Budgeted Cost	Work Item	PlannedBudget	Money
Actual Effort	Work Item	ActualEffort	TimeEffort2
Remaining Effort	Work Item	RemainingEffort	TimeEffort2
Manager	Work Item	Manager	Reference To Object
% Completeness Uncertain	Work Item	CompletnessDefinition	Long
% Completeness Uncertain	Work Item	CompletnessDefinition	Long

Cost & Revenue forecast all Customers
Columns
Description	Show Cost & Revenue forecast by all Customers in specific timeframe. The calculation of the "Forecast Cost" takes the â€œPlanned Expensesâ€ plus the maximum between "Budgeted Cost" and "EAC", and multiplies by the "Cost Allocation (%)" (defined in the customer level on a project). The calculation of the "Forecast Revenue" takes the â€œPlanned Billed Expensesâ€ plus the maximum between "Expected Revenue" and "Revenue EAC", and multiplies by the "Cost Allocation (%)" (defined in the customer level on a project).
Additional Help
Attributes	Summary Report Customizable
Available to	Financial user
Column Name	Class	Field	Data Type	Additional Help
Customer	Customer	Name	String
Customer ID	Customer	SYSID	String
Internal Customer ID	Customer	InternalId	String
Project	Project	Name	String
Project ID	Project	SYSID	String
Internal ID	Project	InternalId	String
Customer Allocation (%)	CustomerLink	CostAllocation	Double
Currency Type	Project	CostCurrencyType	Pick List
×™×•×œ×™,2013	Project		Object
××•×’×•×¡×˜,2013	Project		Object
×¡×¤×˜×ž×‘×¨,2013	Project		Object

Cost & Revenue forecast all Projects
Columns
Description	Show Cost & Revenue forecast by all Projects in specific timeframe. The calculation of the "Forecast Cost" takes the â€œPlanned Expensesâ€ plus the maximum between "Budgeted Cost" and "EAC", and multiplies by the "Cost Allocation (%)" (defined in the customer level on a project). The calculation of the "Forecast Revenue" takes the â€œPlanned Billed Expensesâ€ plus the maximum between "Expected Revenue" and "Revenue EAC", and multiplies by the "Cost Allocation (%)" (defined in the customer level on a project).
Additional Help
Attributes	Summary Report
Available to	Financial user
Column Name	Class	Field	Data Type	Additional Help
Project	Project	Name	String
Project ID	Project	SYSID	String
Internal ID	Project	InternalId	String
Currency Type	Project	CostCurrencyType	Pick List
×™×•×œ×™,2013	Project		Object
××•×’×•×¡×˜,2013	Project		Object
×¡×¤×˜×ž×‘×¨,2013	Project		Object

Cost & Revenue forecast by Customer
Description	Show Cost & Revenue forecast by Customer in specific timeframe. The calculation of the "Forecast Cost" takes the â€œPlanned Expensesâ€ plus the maximum between "Budgeted Cost" and "EAC", and multiplies by the "Cost Allocation (%)" (defined in the customer level on a project). The calculation of the "Forecast Revenue" takes the â€œPlanned Billed Expensesâ€ plus the maximum between "Expected Revenue" and "Revenue EAC", and multiplies by the "Cost Allocation (%)" (defined in the customer level on a project).
Additional Help
Attributes	Summary Report Customizable
Available to	Financial user

Cost & Revenue forecast by Project
Description	Show Cost & Revenue forecast by Project in specific timeframe. The calculation of the "Forecast Cost" takes the â€œPlanned Expensesâ€ plus the maximum between "Budgeted Cost" and "EAC", and multiplies by the "Cost Allocation (%)" (defined in the customer level on a project). The calculation of the "Forecast Revenue" takes the â€œPlanned Billed Expensesâ€ plus the maximum between "Expected Revenue" and "Revenue EAC", and multiplies by the "Cost Allocation (%)" (defined in the customer level on a project).
Additional Help
Attributes	Summary Report Customizable
Available to	Financial user

Customer Billing
Description	This report displays only the billing information for a specific customer based on the hours reported by the users and related expenses. Report provides users' rates used to calculate totals. Note: only approved hours are included. To see also unsubmitted hours use the Customer Summary report.
Additional Help
Attributes	Summary Report Customizable
Available to	Financial user

Customer Expense Summary
Description	Show customer expense summary from all projects within a given date range
Additional Help
Attributes	Summary Report Customizable
Available to	Financial user

Project Expenses Summary
Description	Show all Expenses for Specific Projects in a Specific Timeframe
Additional Help	This report gives you a summary of all Approved Expenses for a Project in a Specific Timeframe â€“ useful for monthly payroll re-imbursements and customer billing operations. When generating the report either manually or via customizations you can select the projects and the timeframe. Each project is displayed on a separate worksheet. Totals for Billing and Re-imbursement are calculated per project. The report links each expense to its related Work Item, Owner and Expense Sheet, and lists the Expense Description and Category, the Date Incurred and the Date Invoiced, the Local Amount and Exchange Rate Amount, the Billing Amount and whether it should be Reimbursed and whether it has an attached Receipt. Advanced: With a Custom Action or Scheduled Rule this report can enable a Project Manager to send project expenses to a finance team even if the project manager does not have Financial Permissions. Combined with Interactâ€™s capability of attaching an emailâ€™s attached document to a work item, you could attach a monthly expenses snapshot to a project by sending the report to the project giving the Project Manager an insight into project financials without giving them full financial permissions.
Attributes	Summary Report Customizable
Available to	Financial user

Projects with an Unfavorable Cost Variance
Filters
Description	Show projects in a specific state with the "unfavorable" cost variance condition ("Negative" Cost Variance).
Additional Help	Shows list of projects by selected state (Active, Draft, on-hold, etc.) where the project cost variance has a negative value. The Cost Variance measures the difference between the earned value (The Earned Value [EV] is used to measure the progress of projects by calculating how much of the budget has been used) and the actual cost. The results are shown on the results tab with a set of selected relevant project financial measures, like: budgeted cost, actual cost, %invested, Cost Variance, Earned value, CPI, project manager, project start and due date.
Attributes
Available to	Financial user
#	Class	Field	Data Type	Filter Type	Operator	Value/From	To
#1	Project	CostVariance	Money	FieldComparison	Before	ConstraintFixedValue
#2	Project	State	Pick List	FieldComparison	Equals	ConstraintRuntimeValue
Columns
Column Name	Class	Field	Data Type	Additional Help
ID	Project	SYSID	String
Name	Project	Name	String
Budgeted Cost	Project	PlannedBudget	Money
Actual Cost	Project	ActualCost	Money
% Invested	Project	PercentInvested	Double
Cost Variance	Project	CostVariance	Money
Earned Value	Project	EarnedValue	Money
CPI	Project	CPI	Double
Project Manager	Project	ProjectManager	Reference To Object
Start Date	Project	StartDate	DateTime
Due Date	Project	DueDate	DateTime

Projects with Cost Overruns
Filters
Description	Show projects in a specific state with the cost of completing the work higher than planned (Cost Performance Index less than 1.0).
Additional Help	This report takes one parameter which allows the choice of one lifecycle state (Active, Cancelled, Completed, Draft, On Hold). All projects in the chosen state and a Cost Performance Index (CPI) less than 1.0 will be returned in the Clarizen report. The CPI formula is calculated as the Expected Value / Actual Revenue; those projects with a low CPI have an unfavorable cost efficiency. This report is useful for identifying projects which are over budget.
Attributes
Available to	Financial user
#	Class	Field	Data Type	Filter Type	Operator	Value/From	To
#1	Project	CPI	Double	FieldComparison	Before	ConstraintFixedValue
#2	Project	State	Pick List	FieldComparison	Equals	ConstraintRuntimeValue
Columns
Column Name	Class	Field	Data Type	Additional Help
ID	Project	SYSID	String
Name	Project	Name	String
Budgeted Cost	Project	PlannedBudget	Money
Actual Cost	Project	ActualCost	Money
% Invested	Project	PercentInvested	Double
Cost Variance	Project	CostVariance	Money
Earned Value	Project	EarnedValue	Money
CPI	Project	CPI	Double
Project Manager	Project	ProjectManager	Reference To Object
Start Date	Project	StartDate	DateTime
Due Date	Project	DueDate	DateTime

Total Due by Customer for a Selected Timeframe
Columns
Description	For a specific customer, this report displays all hours reported within a given timeframe on billable work items, and calculates the amount due according to the rates set for each resource or work item specifically. The report will include hours which have been approved during the specific timeframe. Work items with a fixed price which have been marked as completed during the selected timeframe will also be included.
Additional Help
Attributes	Summary Report Customizable
Available to	Financial user
Column Name	Class	Field	Data Type	Additional Help
Customer ID	Work Item	SYSID	String
Customer	Work Item	Name	String
Project ID	Work Item	SYSID	String
Project	Work Item	Name	String
Work Item ID	Work Item	SYSID	String
Work Item Name	Work Item	Name	String
Total Hours	Work Item		Object
Total for Billing	Timesheet		Object

Total due by project for a selected timeframe
Columns
Description	For a specific project, this report displays all hours reported within a given timeframe on billable work items, and calculates the amount due according to the rates set for each resource or work item specifically. The report will include only hours which have been approved. Work items with a fixed price which have been marked as completed during the selected timeframe will also be included.
Additional Help
Attributes	Summary Report Customizable
Available to	Financial user
Column Name	Class	Field	Data Type	Additional Help
Project ID	Work Item	SYSID	String
Project	Work Item	Name	String
Project ID	Work Item	SYSID	String
Project	Work Item	Name	String
Work Item ID	Work Item	SYSID	String
Work Item Name	Work Item	Name	String
Total Hours	Work Item		Object
Total for Billing	Timesheet		Object

User Expense Summary
Columns
Description	Show user expense summary from all projects within a given date range
Additional Help	This is an ideal report to aggregate all expenses for a specific user and is often used for reimbursements. When running this report you will be prompted to select one specific user and a date range. The report will show all expenses for that user across all projects. The columns produced by the report include the expense description, whether the expense is billable to a customer, the work item and project IDs, the work item state, the expense category, date incurred, date invoiced, amount of the expense, whether the expense is reimbursable, whether there is a receipt, and the ID of the corresponding worksheet.
Attributes	Summary Report Customizable
Available to	Financial user
Column Name	Class	Field	Data Type	Additional Help
State	Expense Sheet	State	Pick List
Billable	Expense Entry	Billable	Boolean
Project ID	Work Item	SYSID	String
Project	Work Item	Name	String
Work Item ID	Work Item	SYSID	String
Work Item	Work Item	Name	String
Expense Category	Expense Entry	Category	Pick List
Date Incurred	Expense Entry	DateIncurred	Date
Date Invoiced	Expense Entry	DateInvoiced	Date
Local Amount	Expense Entry	LocalAmount	Money
Exchange Rate	Expense Entry	ExchangeRate	Double
Amount	Expense Entry		Object
Billing Amount	Expense Entry	BillingAmount	Money
Reimburse	Expense Entry	Reimburse	Boolean
Receipt	Expense Entry	Receipt	Boolean
Description	Expense Entry	Description	String
Expense Sheet ID	Expense Sheet	SYSID	String

Customer Back to top

Projects in the Works per Customer
Filters
Description	Show all projects in Active or Draft states managed for a specific customer (you will be requested to set the customer after you run the report)
Additional Help	Retrieves all of the projects linked to the selected customer, that are of draft or active state, the projects' data includes financial data (that appears empty for non-financial users)
Attributes
Available to	Financial user Internal user Super user Administrator
#	Class	Field	Data Type	Filter Type	Operator	Value/From	To
#1	Customer		Text	FieldComparison	Equals	ConstraintRuntimeValue
#2	Project	State	Pick List	FieldComparison	In	ConstraintMultipleValues
Columns
Column Name	Class	Field	Data Type	Additional Help
Status	Project	TrackStatus	Pick List
Conflicts	Project		Pick List
State	Project	State	Pick List
ID	Project	SYSID	String
Name	Project	Name	String
Duration	Project	Duration	TimeEffort
Start Date	Project	StartDate	DateTime
Due Date	Project	DueDate	DateTime
% Complete	Project	PercentCompleted	Double
Actual Cost	Project	ActualCost	Money
Budgeted Cost	Project	PlannedBudget	Money
Manager	Project	Manager	Reference To Object
% Completeness Uncertain	Project	CompletnessDefinition	Long

Issues Back to top

All Assigned Cases by Group, Job Title, or Skill
Columns
Description	Search for all cases that are assigned to certain resources by their related group, job title or a skill
Additional Help
Attributes	Customizable
Available to	Financial user External user Internal user Super user Administrator
Column Name	Class	Field	Data Type	Additional Help
State	Case	State	Pick List
Importance	Case	Severity	Pick List
Item Type			Object
Case ID	Case	SYSID	String
Title	Case	Title	String
Due date	Case	DueDate	DateTime
Assigned to	User		Object
Owner	User		Object
Resolved In Project	Project	Name	String

All Cases Assigned to a Specific User
Filters
Description	Show all cases assigned to a specific user (you will be requested to select the user once you run the report)
Additional Help
Attributes
Available to	Financial user External user Internal user Super user Administrator
#	Class	Field	Data Type	Filter Type	Operator	Value/From	To
#1	Case	AssignedTo	Reference To Object	FieldComparison	Equals	ConstraintRuntimeValue
Columns
Column Name	Class	Field	Data Type	Additional Help
All Case Types Identifier	Case		Text
Item Type	Case	EntityType	Reference To Object
State	Case	State	Pick List
ID	Case	SYSID	String
Assigned to	Case	AssignedTo	Reference To Object
Resolved In Project	Case	PlannedFor	Reference To Object
Title	Case	Title	String

All Cases in a Specific State
Filters
Description	Show all cases in specific state (you will be requested to select the state once you run the report)
Additional Help
Attributes
Available to	Financial user External user Internal user Super user Administrator
#	Class	Field	Data Type	Filter Type	Operator	Value/From	To
#1	Case	State	Pick List	FieldComparison	Equals	ConstraintRuntimeValue
Columns
Column Name	Class	Field	Data Type	Additional Help
All Case Types Identifier	Case		Text
Item Type	Case	EntityType	Reference To Object
State	Case	State	Pick List
ID	Case	SYSID	String
Assigned to	Case	AssignedTo	Reference To Object
Resolved In Project	Case	PlannedFor	Reference To Object
Title	Case	Title	String

All Cases to be Resolved in a Project
Filters
Description	Show all cases that are set to be resolved in a specific project
Additional Help
Attributes
Available to	Financial user External user Internal user Super user Administrator
#	Class	Field	Data Type	Filter Type	Operator	Value/From	To
#1	Case	EntityType	Reference To Object	FieldComparison	Equals	ConstraintRuntimeValue
#2	Case	PlannedFor	Reference To Object	FieldComparison	In	ConstraintRuntimeValue
Columns
Column Name	Class	Field	Data Type	Additional Help
Item Type	Case	EntityType	Reference To Object
State	Case	State	Pick List
ID	Case	SYSID	String
Title	Case	Title	String
Importance	Case	Severity	Pick List
Priority	Case	Priority	Integer
Assigned to	Case	AssignedTo	Reference To Object
Resolved In Project	Case	PlannedFor	Reference To Object

All Opened Cases Committed to Customers
Columns
Description	Show all opened cases committed to customers
Additional Help
Attributes
Available to	Financial user External user Internal user Super user Administrator
Column Name	Class	Field	Data Type	Additional Help
Item Type	Case	EntityType	Reference To Object
State	Case	State	Pick List
ID	Case	SYSID	String
Title	Case	Title	String
Importance	Case	Severity	Pick List
Priority	Case	Priority	Integer
Assigned to	Case	AssignedTo	Reference To Object
Customer Name	Customer	Name	String
Committed date	CaseCustomerLink	CommittedDate	Date

All Opened Cases per Customer
Filters
Description	Show all opened cases submitted by or committed to a customer
Additional Help
Attributes
Available to	Financial user Internal user Super user Administrator
#	Class	Field	Data Type	Filter Type	Operator	Value/From	To
#1	Case	EntityType	Reference To Object	FieldComparison	Equals	ConstraintRuntimeValue
#2	Customer		Text	FieldComparison	Equals	ConstraintRuntimeValue
Columns
Column Name	Class	Field	Data Type	Additional Help
Item Type	Case	EntityType	Reference To Object
State	Case	State	Pick List
ID	Case	SYSID	String
Title	Case	Title	String
Importance	Case	Severity	Pick List
Priority	Case	Priority	Integer
Assigned to	Case	AssignedTo	Reference To Object
Customer Name	Customer	Name	String
Submitted	CaseCustomerLink	Submitted	Boolean
Resolution committed	CaseCustomerLink	Committed	Boolean
Committed date	CaseCustomerLink	CommittedDate	Date

All Project Related Work
Filters
Description	Show all cases that have related work within a project
Additional Help
Attributes
Available to	Financial user External user Internal user Super user Administrator
#	Class	Field	Data Type	Filter Type	Operator	Value/From	To
#1	Case	EntityType	Reference To Object	FieldComparison	Equals	ConstraintRuntimeValue
#2	Work Item	ParentProject	Reference To Object	FieldComparison	In	ConstraintRuntimeValue
Columns
Column Name	Class	Field	Data Type	Additional Help
Item Type	Case	EntityType	Reference To Object
State	Case	State	Pick List
ID	Case	SYSID	String
Title	Case	Title	String
Importance	Case	Severity	Pick List
Priority	Case	Priority	Integer
Assigned to	Case	AssignedTo	Reference To Object
Parent Project	Work Item	ParentProject	Reference To Object
Name	Work Item	Name	String

Cases of a Specific Type Assigned to a User
Filters
Description	Show all cases assigned to a specific user (you will be requested to select a specific case type and user once you run the report)
Additional Help
Attributes
Available to	Financial user External user Internal user Super user Administrator
#	Class	Field	Data Type	Filter Type	Operator	Value/From	To
#1	Case	EntityType	Reference To Object	FieldComparison	Equals	ConstraintRuntimeValue
#2	Case	AssignedTo	Reference To Object	FieldComparison	Equals	ConstraintRuntimeValue
Columns
Column Name	Class	Field	Data Type	Additional Help
All Case Types Identifier	Case		Text
Item Type	Case	EntityType	Reference To Object
State	Case	State	Pick List
ID	Case	SYSID	String
Assigned to	Case	AssignedTo	Reference To Object
Resolved In Project	Case	PlannedFor	Reference To Object
Title	Case	Title	String

Cases of a Specific Type in a Certain State
Filters
Description	Show all cases in a specific state (you will be requested to select a specific case type and state as soon as you run the report)
Additional Help
Attributes
Available to	Financial user External user Internal user Super user Administrator
#	Class	Field	Data Type	Filter Type	Operator	Value/From	To
#1	Case	EntityType	Reference To Object	FieldComparison	Equals	ConstraintRuntimeValue
#2	Case	State	Pick List	FieldComparison	Equals	ConstraintRuntimeValue
Columns
Column Name	Class	Field	Data Type	Additional Help
All Case Types Identifier	Case		Text
Item Type	Case	EntityType	Reference To Object
State	Case	State	Pick List
ID	Case	SYSID	String
Assigned to	Case	AssignedTo	Reference To Object
Resolved In Project	Case	PlannedFor	Reference To Object
Title	Case	Title	String

Number of a Specific Case Type (e.g. Bugs, Risks) by State
Filters
Description	Number of Specific Case Type (ie. Bugs, Risks) by State
Additional Help
Attributes	Graphical
Available to	Financial user External user Internal user Super user Administrator
#	Class	Field	Data Type	Filter Type	Operator	Value/From	To
#1	Case	EntityType	Reference To Object	FieldComparison	In	ConstraintRuntimeValue
Columns
Column Name	Class	Field	Data Type	Additional Help
State	Case	State	Pick List
COUNT	Case		Object

Number of Cases by State
Columns
Description	Number of cases per state
Additional Help
Attributes	Graphical
Available to	Financial user External user Internal user Super user Administrator
Column Name	Class	Field	Data Type	Additional Help
State	Case	State	Pick List
COUNT	Case		Object

Number of Customer Cases by State
Filters
Description	Number of cases per state for a specific customer
Additional Help
Attributes	Graphical
Available to	Financial user Internal user Super user Administrator
#	Class	Field	Data Type	Filter Type	Operator	Value/From	To
#1	Customer		Text	FieldComparison	In	ConstraintRuntimeValue
Columns
Column Name	Class	Field	Data Type	Additional Help
State	Case	State	Pick List
COUNT	Case		Object

Number of Project Cases by State
Filters
Description	Number of cases per state for a specific project
Additional Help
Attributes	Graphical
Available to	Financial user External user Internal user Super user Administrator
#	Class	Field	Data Type	Filter Type	Operator	Value/From	To
#1	Case	PlannedFor	Reference To Object	FieldComparison	Equals	ConstraintRuntimeValue
Columns
Column Name	Class	Field	Data Type	Additional Help
State	Case	State	Pick List
COUNT	Case		Object

Open Cases Assigned to a Specific User
Filters
Description	Show all cases not marked as closed assigned to a specific user (you will be requested to select a specific case type and user once you run the report)
Additional Help
Attributes
Available to	Financial user External user Internal user Super user Administrator
#	Class	Field	Data Type	Filter Type	Operator	Value/From	To
#1	Case	EntityType	Reference To Object	FieldComparison	Equals	ConstraintRuntimeValue
#2	Case	AssignedTo	Reference To Object	FieldComparison	Equals	ConstraintRuntimeValue
#3	Case	State	Pick List	FieldComparison	NotEqual	ConstraintFixedValue
Columns
Column Name	Class	Field	Data Type	Additional Help
All Case Types Identifier	Case		Text
Item Type	Case	EntityType	Reference To Object
State	Case	State	Pick List
ID	Case	SYSID	String
Assigned to	Case	AssignedTo	Reference To Object
Resolved In Project	Case	PlannedFor	Reference To Object
Title	Case	Title	String

Risk Register
Filters
Description	This report shows all risk registers per project
Additional Help
Attributes
Available to	Financial user External user Internal user Super user Administrator
#	Class	Field	Data Type	Filter Type	Operator	Value/From	To
#1	Risk	PlannedFor	Reference To Object	FieldComparison	In	ConstraintRuntimeValue
Columns
Column Name	Class	Field	Data Type	Additional Help
ID	Risk	SYSID	String
Title	Risk	Title	String
Category	Risk	Category	String
% Probability	Risk	PercentProbability	Double
Impact	Risk	Impact	Integer
Risk Rate	Risk	RiskRate	Double
Due date	Risk	DueDate	DateTime
Owner	Risk	Owner	Reference To Object
Resolved In Project	Risk	PlannedFor	Reference To Object
Risk Strategy	Risk	RiskState	Pick List
Response Plan Description	Risk	MitigationPlan	String
Contingency Plan	Risk	ContingencyPlan	String

Risks Sorted by Risk Rate
Columns
Description	Show all opened risks with Risk Probability and Impact sorted by Risk Rate
Additional Help
Attributes
Available to	Financial user External user Internal user Super user Administrator
Column Name	Class	Field	Data Type	Additional Help
State	Risk	State	Pick List
ID	Risk	SYSID	String
Title	Risk	Title	String
Importance	Risk	Severity	Pick List
Priority	Risk	Priority	Integer
% Probability	Risk	PercentProbability	Double
Impact	Risk	Impact	Integer
Risk Rate	Risk	RiskRate	Double
Assigned to	Risk	AssignedTo	Reference To Object
Resolved In Project	Risk	PlannedFor	Reference To Object

Projects Back to top

All Projects at Risk
Filters
Description	Show all Projects with At risk status
Additional Help
Attributes
Available to	Financial user External user Internal user Super user Administrator
#	Class	Field	Data Type	Filter Type	Operator	Value/From	To
#1	Project	TrackStatus	Pick List	FieldComparison	Equals	ConstraintFixedValue
#2	Project	State	Pick List	FieldComparison	In	ConstraintMultipleValues
Columns
Column Name	Class	Field	Data Type	Additional Help
Status	Project	TrackStatus	Pick List
Conflicts	Project		Pick List
State	Project	State	Pick List
ID	Project	SYSID	String
Name	Project	Name	String
Duration	Project	Duration	TimeEffort
Start Date	Project	StartDate	DateTime
Due Date	Project	DueDate	DateTime
% Complete	Project	PercentCompleted	Double
Actual Cost	Project	ActualCost	Money
Budgeted Cost	Project	PlannedBudget	Money
Actual Effort	Project	ActualEffort	TimeEffort2
Remaining Effort	Project	RemainingEffort	TimeEffort2
Manager	Project	Manager	Reference To Object
% Completeness Uncertain	Project	CompletnessDefinition	Long
% Completeness Uncertain	Project	CompletnessDefinition	Long

All Projects off Track
Filters
Description	Show all Projects with Off track status
Additional Help
Attributes
Available to	Financial user External user Internal user Super user Administrator
#	Class	Field	Data Type	Filter Type	Operator	Value/From	To
#1	Project	TrackStatus	Pick List	FieldComparison	Equals	ConstraintFixedValue
#2	Project	State	Pick List	FieldComparison	In	ConstraintMultipleValues
Columns
Column Name	Class	Field	Data Type	Additional Help
Status	Project	TrackStatus	Pick List
Conflicts	Project		Pick List
State	Project	State	Pick List
ID	Project	SYSID	String
Name	Project	Name	String
Duration	Project	Duration	TimeEffort
Start Date	Project	StartDate	DateTime
Due Date	Project	DueDate	DateTime
% Complete	Project	PercentCompleted	Double
Actual Cost	Project	ActualCost	Money
Budgeted Cost	Project	PlannedBudget	Money
Actual Effort	Project	ActualEffort	TimeEffort2
Remaining Effort	Project	RemainingEffort	TimeEffort2
Manager	Project	Manager	Reference To Object
% Completeness Uncertain	Project	CompletnessDefinition	Long
% Completeness Uncertain	Project	CompletnessDefinition	Long

Resource load Back to top

Resource Availability
Columns
Description	This report displays the resources work load and available time for the selected time frames, by groups and/or skills.
Additional Help	This report enables you to monitor and control the resource utilization in your organization by showing you resource load and availability in different timeframes and scales grouped by different groups or skills sets. It is especially useful for Agile project management processes and is a big addition to the Clarizen Agile solution. When generating the report, either manually or via workflow rules, the user can choose what groups, skills, or specific users to include in the report, as well as the date range, time scales (days, weeks, and months), and units (hours, days) to generate it by. Additionally, the user can choose to run the report either by planned or remaining efforts of the selected resources.
Attributes	Customizable
Available to	Financial user Internal user Super user Administrator
Column Name	Class	Field	Data Type	Additional Help
Resource Name			Object
Work Time (= total- exceptions)	User		Object
Work load	User		Object
Available time	User		Object

Resource Load
Description	Show resources load for selected resources in any day within a given date range
Additional Help
Attributes	Customizable
Available to

Resource Load per Task
Description	Show resources and task details for selected resources in any day within a given date range
Additional Help
Attributes	Customizable
Available to

Resource Overload
Description	Show resources with total load greater than 100% in any day within a given date range
Additional Help
Attributes	Customizable
Available to	Financial user Internal user Super user Administrator

Resource Overload per Task
Description	Show resources and task details with total load greater than 100% in any day within a given date range
Additional Help
Attributes	Customizable
Available to	Financial user Internal user Super user Administrator

Resource Underuse
Description	Show resources with total load lower than 100% in any day within a given date range
Additional Help
Attributes	Customizable
Available to	Financial user Internal user Super user Administrator

Resource Underuse per Task
Description	Show resources and task details with total load lower than 100% in any day within a given date range
Additional Help
Attributes	Customizable
Available to	Financial user Internal user Super user Administrator

Tasks Back to top

All Assigned Tasks by Group, Job Title, or Skill
Columns
Description	Search for all tasks that are assigned to certain resources by their related group, job title or a skill
Additional Help
Attributes	Customizable
Available to	Financial user External user Internal user Super user Administrator
Column Name	Class	Field	Data Type	Additional Help
Status	Work Item	TrackStatus	Pick List
State	Work Item	State	Pick List
Importance	Work Item	Importance	Pick List
Belong to Critical Path	Work Item	OnCriticalPath	Boolean
ID	Work Item	SYSID	String
Name	Work Item	Name	String
Project	Work Item	Name	String
Start Date	Work Item	StartDate	DateTime
Due Date	Work Item	DueDate	DateTime
Manager	Work Item	Manager	Reference To Object
Resources			Object
% Complete	Work Item	PercentCompleted	Double
Expected Progress	Work Item	ExpectedProgress	Double

All Tasks at Risk Managed by Me
Filters
Description	Show all Tasks with At risk status where I am the manager
Additional Help
Attributes
Available to	Financial user External user Internal user Super user Administrator
#	Class	Field	Data Type	Filter Type	Operator	Value/From	To
#1	GenericTask	TrackStatus	Pick List	FieldComparison	Equals	ConstraintFixedValue
#2	GenericTask	Manager	Reference To Object	FieldComparison	Equals	ConstraintSpecialValue
#3	GenericTask	State	Pick List	FieldComparison	In	ConstraintMultipleValues
Columns
Column Name	Class	Field	Data Type	Additional Help
Status	GenericTask	TrackStatus	Pick List
Conflicts	GenericTask		Pick List
State	GenericTask	State	Pick List
Importance	GenericTask	Importance	Pick List
Belong to Critical Path	GenericTask	OnCriticalPath	Boolean
ID	GenericTask	SYSID	String
Name	GenericTask	Name	String
Parent Project	GenericTask	ParentProject	Reference To Object
Duration	GenericTask	Duration	TimeEffort
Start Date	GenericTask	StartDate	DateTime
Due Date	GenericTask	DueDate	DateTime
% Complete	GenericTask	PercentCompleted	Double
Actual Cost	GenericTask	ActualCost	Money
Budgeted Cost	GenericTask	PlannedBudget	Money
Actual Effort	GenericTask	ActualEffort	TimeEffort2
Remaining Effort	GenericTask	RemainingEffort	TimeEffort2
Manager	GenericTask	Manager	Reference To Object
% Completeness Uncertain	GenericTask	CompletnessDefinition	Long
% Completeness Uncertain	GenericTask	CompletnessDefinition	Long
Instance Number	GenericTask		Object

All Tasks Last Updated by Project
Filters
Description	Show the last time active tasks where updated in specific project and by whom.
Additional Help
Attributes
Available to	Financial user External user Internal user Super user Administrator
#	Class	Field	Data Type	Filter Type	Operator	Value/From	To
#1	GenericTask	ParentProject	Reference To Object	FieldComparison	Equals	ConstraintRuntimeValue
#2	GenericTask	State	Pick List	FieldComparison	Equals	ConstraintFixedValue
Columns
Column Name	Class	Field	Data Type	Additional Help
Status	GenericTask	TrackStatus	Pick List
Conflicts	GenericTask		Pick List
State	GenericTask	State	Pick List
ID	GenericTask	SYSID	String
Name	GenericTask	Name	String
Parent Project	GenericTask	ParentProject	Reference To Object
Duration	GenericTask	Duration	TimeEffort
Start Date	GenericTask	StartDate	DateTime
Due Date	GenericTask	DueDate	DateTime
% Complete	GenericTask	PercentCompleted	Double
Manager	GenericTask	Manager	Reference To Object
Last Updated By	GenericTask	LastUpdatedBy	Reference To Object
Last Updated On	GenericTask	LastUpdatedOn	DateTime
% Completeness Uncertain	GenericTask	CompletnessDefinition	Long
Instance Number	GenericTask		Object

All Tasks Last Updated by User
Filters
Description	Show all tasks a user has updated.
Additional Help
Attributes
Available to	Financial user External user Internal user Super user Administrator
#	Class	Field	Data Type	Filter Type	Operator	Value/From	To
#1	GenericTask	LastUpdatedBy	Reference To Object	FieldComparison	Equals	ConstraintRuntimeValue
Columns
Column Name	Class	Field	Data Type	Additional Help
Status	GenericTask	TrackStatus	Pick List
Conflicts	GenericTask		Pick List
State	GenericTask	State	Pick List
ID	GenericTask	SYSID	String
Name	GenericTask	Name	String
Parent Project	GenericTask	ParentProject	Reference To Object
Duration	GenericTask	Duration	TimeEffort
Start Date	GenericTask	StartDate	DateTime
Due Date	GenericTask	DueDate	DateTime
% Complete	GenericTask	PercentCompleted	Double
Manager	GenericTask	Manager	Reference To Object
Last Updated By	GenericTask	LastUpdatedBy	Reference To Object
Last Updated On	GenericTask	LastUpdatedOn	DateTime
% Completeness Uncertain	GenericTask	CompletnessDefinition	Long
Instance Number	GenericTask		Object

All Tasks off Track Managed by Me
Filters
Description	Show all Tasks with Off track status where I am the manager
Additional Help
Attributes
Available to	Financial user External user Internal user Super user Administrator
#	Class	Field	Data Type	Filter Type	Operator	Value/From	To
#1	GenericTask	TrackStatus	Pick List	FieldComparison	Equals	ConstraintFixedValue
#2	GenericTask	Manager	Reference To Object	FieldComparison	Equals	ConstraintSpecialValue
#3	GenericTask	State	Pick List	FieldComparison	In	ConstraintMultipleValues
Columns
Column Name	Class	Field	Data Type	Additional Help
Status	GenericTask	TrackStatus	Pick List
Conflicts	GenericTask		Pick List
State	GenericTask	State	Pick List
Importance	GenericTask	Importance	Pick List
Belong to Critical Path	GenericTask	OnCriticalPath	Boolean
ID	GenericTask	SYSID	String
Name	GenericTask	Name	String
Parent Project	GenericTask	ParentProject	Reference To Object
Duration	GenericTask	Duration	TimeEffort
Start Date	GenericTask	StartDate	DateTime
Due Date	GenericTask	DueDate	DateTime
% Complete	GenericTask	PercentCompleted	Double
Actual Cost	GenericTask	ActualCost	Money
Budgeted Cost	GenericTask	PlannedBudget	Money
Actual Effort	GenericTask	ActualEffort	TimeEffort2
Remaining Effort	GenericTask	RemainingEffort	TimeEffort2
Manager	GenericTask	Manager	Reference To Object
% Completeness Uncertain	GenericTask	CompletnessDefinition	Long
% Completeness Uncertain	GenericTask	CompletnessDefinition	Long
Instance Number	GenericTask		Object

All Tasks on a Critical Path Managed by Me
Filters
Description	Show all tasks which are part of a critical path where I am the manager
Additional Help
Attributes
Available to	Financial user External user Internal user Super user Administrator
#	Class	Field	Data Type	Filter Type	Operator	Value/From	To
#1	GenericTask	OnCriticalPath	Boolean	FieldComparison	Equals	ConstraintFixedValue
#2	GenericTask	Manager	Reference To Object	FieldComparison	Equals	ConstraintSpecialValue
#3	GenericTask	State	Pick List	FieldComparison	In	ConstraintMultipleValues
Columns
Column Name	Class	Field	Data Type	Additional Help
Status	GenericTask	TrackStatus	Pick List
Conflicts	GenericTask		Pick List
State	GenericTask	State	Pick List
Importance	GenericTask	Importance	Pick List
Belong to Critical Path	GenericTask	OnCriticalPath	Boolean
ID	GenericTask	SYSID	String
Name	GenericTask	Name	String
Parent Project	GenericTask	ParentProject	Reference To Object
Duration	GenericTask	Duration	TimeEffort
Start Date	GenericTask	StartDate	DateTime
Due Date	GenericTask	DueDate	DateTime
% Complete	GenericTask	PercentCompleted	Double
Actual Cost	GenericTask	ActualCost	Money
Budgeted Cost	GenericTask	PlannedBudget	Money
Actual Effort	GenericTask	ActualEffort	TimeEffort2
Remaining Effort	GenericTask	RemainingEffort	TimeEffort2
Manager	GenericTask	Manager	Reference To Object
% Completeness Uncertain	GenericTask	CompletnessDefinition	Long
% Completeness Uncertain	GenericTask	CompletnessDefinition	Long
Instance Number	GenericTask		Object

All Tasks on a Critical Path per Project
Filters
Description	Show all tasks on the critical path in a specific project (you will be requested to set the project after you run the report)
Additional Help
Attributes
Available to	Financial user External user Internal user Super user Administrator
#	Class	Field	Data Type	Filter Type	Operator	Value/From	To
#1	GenericTask	OnCriticalPath	Boolean	FieldComparison	Equals	ConstraintFixedValue
#2	GenericTask	ParentProject	Reference To Object	FieldComparison	Equals	ConstraintRuntimeValue
#3	GenericTask	State	Pick List	FieldComparison	In	ConstraintMultipleValues
Columns
Column Name	Class	Field	Data Type	Additional Help
Status	GenericTask	TrackStatus	Pick List
Conflicts	GenericTask		Pick List
State	GenericTask	State	Pick List
Importance	GenericTask	Importance	Pick List
Belong to Critical Path	GenericTask	OnCriticalPath	Boolean
ID	GenericTask	SYSID	String
Name	GenericTask	Name	String
Duration	GenericTask	Duration	TimeEffort
Start Date	GenericTask	StartDate	DateTime
Due Date	GenericTask	DueDate	DateTime
% Complete	GenericTask	PercentCompleted	Double
Actual Cost	GenericTask	ActualCost	Money
Budgeted Cost	GenericTask	PlannedBudget	Money
Actual Effort	GenericTask	ActualEffort	TimeEffort2
Remaining Effort	GenericTask	RemainingEffort	TimeEffort2
Manager	GenericTask	Manager	Reference To Object
% Completeness Uncertain	GenericTask	CompletnessDefinition	Long
% Completeness Uncertain	GenericTask	CompletnessDefinition	Long
Instance Number	GenericTask		Object

All Tasks per Project
Filters
Description	Show all tasks in a given project (you will be requested to set the project after you run the report)
Additional Help
Attributes
Available to	Financial user External user Internal user Super user Administrator
#	Class	Field	Data Type	Filter Type	Operator	Value/From	To
#1	GenericTask	ParentProject	Reference To Object	FieldComparison	Equals	ConstraintRuntimeValue
#2	GenericTask	State	Pick List	FieldComparison	In	ConstraintMultipleValues
Columns
Column Name	Class	Field	Data Type	Additional Help
Status	GenericTask	TrackStatus	Pick List
Conflicts	GenericTask		Pick List
State	GenericTask	State	Pick List
Importance	GenericTask	Importance	Pick List
Belong to Critical Path	GenericTask	OnCriticalPath	Boolean
ID	GenericTask	SYSID	String
Name	GenericTask	Name	String
Duration	GenericTask	Duration	TimeEffort
Start Date	GenericTask	StartDate	DateTime
Due Date	GenericTask	DueDate	DateTime
% Complete	GenericTask	PercentCompleted	Double
Actual Cost	GenericTask	ActualCost	Money
Budgeted Cost	GenericTask	PlannedBudget	Money
Actual Effort	GenericTask	ActualEffort	TimeEffort2
Remaining Effort	GenericTask	RemainingEffort	TimeEffort2
Manager	GenericTask	Manager	Reference To Object
% Completeness Uncertain	GenericTask	CompletnessDefinition	Long
% Completeness Uncertain	GenericTask	CompletnessDefinition	Long
Instance Number	GenericTask		Object

All Tasks Starting in a Given Time Range
Filters
Description	Show all tasks starting in a given time range (you will be requested to set the dates after you run the report)
Additional Help
Attributes
Available to	Financial user External user Internal user Super user Administrator
#	Class	Field	Data Type	Filter Type	Operator	Value/From	To
#1	GenericTask	StartDate	DateTime	BetweenComparison	Between	ConstraintRuntimeValue	ConstraintRuntimeValue
#2	GenericTask	State	Pick List	FieldComparison	In	ConstraintMultipleValues
Columns
Column Name	Class	Field	Data Type	Additional Help
Status	GenericTask	TrackStatus	Pick List
Conflicts	GenericTask		Pick List
State	GenericTask	State	Pick List
Importance	GenericTask	Importance	Pick List
Belong to Critical Path	GenericTask	OnCriticalPath	Boolean
ID	GenericTask	SYSID	String
Name	GenericTask	Name	String
Parent Project	GenericTask	ParentProject	Reference To Object
Duration	GenericTask	Duration	TimeEffort
Start Date	GenericTask	StartDate	DateTime
Due Date	GenericTask	DueDate	DateTime
% Complete	GenericTask	PercentCompleted	Double
Actual Cost	GenericTask	ActualCost	Money
Budgeted Cost	GenericTask	PlannedBudget	Money
Actual Effort	GenericTask	ActualEffort	TimeEffort2
Remaining Effort	GenericTask	RemainingEffort	TimeEffort2
Manager	GenericTask	Manager	Reference To Object
% Completeness Uncertain	GenericTask	CompletnessDefinition	Long
% Completeness Uncertain	GenericTask	CompletnessDefinition	Long
Instance Number	GenericTask		Object

All Tasks with a Certain Status
Filters
Description	Show all tasks with a specific status (you will be requested to set the status after you run the report)
Additional Help
Attributes
Available to	Financial user External user Internal user Super user Administrator
#	Class	Field	Data Type	Filter Type	Operator	Value/From	To
#1	GenericTask	TrackStatus	Pick List	FieldComparison	Equals	ConstraintRuntimeValue
Columns
Column Name	Class	Field	Data Type	Additional Help
Conflicts	GenericTask		Pick List
State	GenericTask	State	Pick List
Importance	GenericTask	Importance	Pick List
Belong to Critical Path	GenericTask	OnCriticalPath	Boolean
ID	GenericTask	SYSID	String
Name	GenericTask	Name	String
Parent Project	GenericTask	ParentProject	Reference To Object
Duration	GenericTask	Duration	TimeEffort
Start Date	GenericTask	StartDate	DateTime
Due Date	GenericTask	DueDate	DateTime
% Complete	GenericTask	PercentCompleted	Double
Actual Cost	GenericTask	ActualCost	Money
Budgeted Cost	GenericTask	PlannedBudget	Money
Actual Effort	GenericTask	ActualEffort	TimeEffort2
Remaining Effort	GenericTask	RemainingEffort	TimeEffort2
Manager	GenericTask	Manager	Reference To Object
% Completeness Uncertain	GenericTask	CompletnessDefinition	Long
% Completeness Uncertain	GenericTask	CompletnessDefinition	Long
Instance Number	GenericTask		Object

All Tasks with no Resource Assignment
Filters
Description	Show all tasks with no resource assigned in all projects across the organization
Additional Help
Attributes
Available to	Financial user External user Internal user Super user Administrator
#	Class	Field	Data Type	Filter Type	Operator	Value/From	To
#1	Human Resource		Object	FieldComparison	Equals	ConstraintSpecialValue
#2	GenericTask	State	Pick List	FieldComparison	In	ConstraintMultipleValues
Columns
Column Name	Class	Field	Data Type	Additional Help
Status	GenericTask	TrackStatus	Pick List
Conflicts	GenericTask		Pick List
State	GenericTask	State	Pick List
Importance	GenericTask	Importance	Pick List
Belong to Critical Path	GenericTask	OnCriticalPath	Boolean
ID	GenericTask	SYSID	String
Name	GenericTask	Name	String
Parent Project	GenericTask	ParentProject	Reference To Object
Duration	GenericTask	Duration	TimeEffort
Start Date	GenericTask	StartDate	DateTime
Due Date	GenericTask	DueDate	DateTime
% Complete	GenericTask	PercentCompleted	Double
Actual Cost	GenericTask	ActualCost	Money
Budgeted Cost	GenericTask	PlannedBudget	Money
Actual Effort	GenericTask	ActualEffort	TimeEffort2
Remaining Effort	GenericTask	RemainingEffort	TimeEffort2
Manager	GenericTask	Manager	Reference To Object
% Completeness Uncertain	GenericTask	CompletnessDefinition	Long
% Completeness Uncertain	GenericTask	CompletnessDefinition	Long
Instance Number	GenericTask		Object

All Tasks with no Resource Assignment per Project
Filters
Description	Show all tasks with no resource assigned in a specific project (you will be requested to set the project after you run the report)
Additional Help
Attributes
Available to	Financial user External user Internal user Super user Administrator
#	Class	Field	Data Type	Filter Type	Operator	Value/From	To
#1	Human Resource		Object	FieldComparison	Equals	ConstraintSpecialValue
#2	GenericTask	ParentProject	Reference To Object	FieldComparison	Equals	ConstraintRuntimeValue
#3	GenericTask	State	Pick List	FieldComparison	In	ConstraintMultipleValues
Columns
Column Name	Class	Field	Data Type	Additional Help
Status	GenericTask	TrackStatus	Pick List
Conflicts	GenericTask		Pick List
State	GenericTask	State	Pick List
Importance	GenericTask	Importance	Pick List
Belong to Critical Path	GenericTask	OnCriticalPath	Boolean
ID	GenericTask	SYSID	String
Name	GenericTask	Name	String
Duration	GenericTask	Duration	TimeEffort
Start Date	GenericTask	StartDate	DateTime
Due Date	GenericTask	DueDate	DateTime
% Complete	GenericTask	PercentCompleted	Double
Actual Cost	GenericTask	ActualCost	Money
Budgeted Cost	GenericTask	PlannedBudget	Money
Actual Effort	GenericTask	ActualEffort	TimeEffort2
Remaining Effort	GenericTask	RemainingEffort	TimeEffort2
Manager	GenericTask	Manager	Reference To Object
% Completeness Uncertain	GenericTask	CompletnessDefinition	Long
% Completeness Uncertain	GenericTask	CompletnessDefinition	Long
Instance Number	GenericTask		Object

Date Variance Report for Actual Tasks of a Specific Project
Filters
Description	Show actually executed tasks from a specific project with Duration Variance less than zero â€œ0â€.
Additional Help
Attributes
Available to	Financial user External user Internal user Super user Administrator
#	Class	Field	Data Type	Filter Type	Operator	Value/From	To
#1	GenericTask	DurationVariance	TimeEffort2	FieldComparison	Before	ConstraintFixedValue
#2	GenericTask	ChildrenCount	Integer	FieldComparison	Equals	ConstraintFixedValue
#3	GenericTask	ParentProject	Reference To Object	FieldComparison	Equals	ConstraintRuntimeValue
Columns
Column Name	Class	Field	Data Type	Additional Help
State	GenericTask	State	Pick List
Status	GenericTask	TrackStatus	Pick List
Importance	GenericTask	Importance	Pick List
ID	GenericTask	SYSID	String
Name	GenericTask	Name	String
Start Date	GenericTask	StartDate	DateTime
Actual Start Date	GenericTask	ActualStartDate	DateTime
Start Date Variance	GenericTask	StartDateVariance	TimeEffort2
Due Date	GenericTask	DueDate	DateTime
Actual End Date	GenericTask	ActualEndDate	DateTime
Due Date Variance	GenericTask	DueDateVariance	TimeEffort2
Work	GenericTask	Work	TimeEffort2
Duration	GenericTask	Duration	TimeEffort
Actual Duration	GenericTask	ActualDuration	TimeEffort
Duration Variance	GenericTask	DurationVariance	TimeEffort2
Instance Number	GenericTask		Object

My Tasks this Week
Filters
Description	Show active tasks, where I am a resource, which I havenâ€™t completed yet (including tasks starting during this week).
Additional Help
Attributes
Available to	Financial user External user Internal user Super user Administrator
#	Class	Field	Data Type	Filter Type	Operator	Value/From	To
#1	GenericTask	State	Pick List	FieldComparison	Equals	ConstraintFixedValue
#2	GenericTask	StartDate	DateTime	FieldComparison	LessThan	ConstraintSpecialValue
#3	User		Text	FieldComparison	Equals	ConstraintSpecialValue
#4	Human Resource	ResourceRole	Pick List	FieldComparison	Equals	ConstraintFixedValue
Columns
Column Name	Class	Field	Data Type	Additional Help
Status	GenericTask	TrackStatus	Pick List
Conflicts	GenericTask		Pick List
State	GenericTask	State	Pick List
Importance	GenericTask	Importance	Pick List
Belong to Critical Path	GenericTask	OnCriticalPath	Boolean
ID	GenericTask	SYSID	String
Name	GenericTask	Name	String
Parent Project	GenericTask	ParentProject	Reference To Object
Duration	GenericTask	Duration	TimeEffort
Start Date	GenericTask	StartDate	DateTime
Due Date	GenericTask	DueDate	DateTime
% Complete	GenericTask	PercentCompleted	Double
Actual Cost	GenericTask	ActualCost	Money
Budgeted Cost	GenericTask	PlannedBudget	Money
Actual Effort	GenericTask	ActualEffort	TimeEffort2
Remaining Effort	GenericTask	RemainingEffort	TimeEffort2
Manager	GenericTask	Manager	Reference To Object
% Completeness Uncertain	GenericTask	CompletnessDefinition	Long
% Completeness Uncertain	GenericTask	CompletnessDefinition	Long
Instance Number	GenericTask		Object

Resource Planned Work per Project
Description	This report provides Resource Planned Work of Tasks per a specific project and resource(s)
Additional Help
Attributes	Summary Report Customizable
Available to	Financial user External user Internal user Super user Administrator

Time Tracking Back to top

All Customer's Summary
Columns
Description	This report displays a Cost, Billing and Profitability summary view for a all customer's across all projects based on the hours reported by the users and related expenses. Includes resources' cost and billing rates used to calculate totals.
Additional Help
Attributes	Summary Report Customizable
Available to	Financial user
Column Name	Class	Field	Data Type	Additional Help
Customer	Customer	Name	String
Internal Customer ID	Customer	InternalId	String
Customer ID	Customer	SYSID	String
State	Timesheet	State	Pick List
Billable	Work Item	Billable	Boolean
Billing Type	Work Item		Object
Internal ID	Work Item	InternalId	String
Project ID	Work Item	SYSID	String
Project	Work Item	Name	String
Work Item ID	Work Item	SYSID	String
Work Item	Work Item	Name	String
Resource	User	FirstName	String
Total Hours	Timesheet		Object
Total Cost (regular + overtime)	Timesheet		Object
Total for Billing (regular + overtime)	Timesheet		Object
Profitability	Timesheet		Object
Profitability (%)	Timesheet		Object
Regular Hours	Timesheet		Object
Regular Cost Rate	Timesheet		Object
Regular Billing Rate	Timesheet		Object
Total Cost for Regular Hours	Timesheet		Object
Billing for Regular Hours	Timesheet		Object
Overtime Hours	Timesheet		Object
Overtime Cost Rate	Timesheet		Object
Overtime Billing Rate	Timesheet		Object
Total Cost for Overtime	Timesheet		Object
Billing for Overtime	Timesheet		Object
% Complete	Work Item	PercentCompleted	Double
Customer Allocation (%)	CustomerLink	CostAllocation	Double

All Reported Hours in a Specific Project
Columns
Description	This report displays all hours reported by all users for a specific project. The report displays both billable and non-billable hours.
Additional Help
Attributes	Summary Report Customizable
Available to	Financial user Internal user Super user Administrator
Column Name	Class	Field	Data Type	Additional Help
Main Project ID	Work Item	SYSID	String
Main Project	Work Item	Name	String
Project ID	Work Item	SYSID	String
Project	Work Item	Name	String
Billable	Work Item	Billable	Boolean
Work Item ID	Work Item	SYSID	String
Work Item Name	Work Item	Name	String
Total Hours	Work Item		Object

Customer Summary
Description	This report displays a Cost, Billing and Profitability summary view for a customer across all projects based on the hours reported by the users and related expenses. Includes resources' cost and billing rates used to calculate totals.
Additional Help
Attributes	Summary Report Customizable
Available to	Financial user

Detailed Report by Customer for a Selected Timeframe
Description	This report presents detailed information on the hours invested for a specific customer. The report includes hours reported during the specific timeframe, date, resource that fulfilled the work and his comments.
Additional Help
Attributes	Summary Report Customizable
Available to	Financial user

Project Summary
Description	This report displays a Cost, Billing and Profitability summary view for a specific project based on the hours reported by the users and related expenses. Report provides users' cost and billing rates used to calculate totals.
Additional Help
Attributes	Summary Report Customizable
Available to	Financial user

Project Utilization
Description	This report will display work utilization per project and resource within a selected time frame
Additional Help	This report provides visibility to the resource utilization by project in your organization. Basically this means that the report gives you an easy and readable way to compare what you planned for each resource to do in each project for a specific timeframe, with what has actually been done during that same time. In the report you can choose the selected time frame, and time scale (weekly, monthly), the status of the reported time to include (submitted, approved), the status of the projects to include (active, completed, etc.) and the report type.
Attributes	Summary Report Customizable
Available to	Financial user Internal user Super user Administrator

Resource Summary
Columns
Description	This report displays all work items and total hours reported by a specific user in the selected timeframe, including cost, billing and profitability information.
Additional Help
Attributes	Summary Report Customizable
Available to	Financial user
Column Name	Class	Field	Data Type	Additional Help
State	Timesheet	State	Pick List
Billable	Work Item	Billable	Boolean
Billing Type	Timesheet		Object
Project ID	Work Item	SYSID	String
Project	Work Item	Name	String
Work Item ID	Work Item	SYSID	String
Work Item	Work Item	Name	String
Reported By	User	FirstName	String
Total Hours	Timesheet		Object
Total Cost (regular + overtime)	Timesheet		Object
Total for Billing (regular + overtime)	Timesheet		Object
Total Cost	Timesheet		Object
Total for Billing	Timesheet		Object
Profitability	Timesheet		Object
Profitability (%)	Timesheet		Object
Regular Hours	Timesheet		Object
Regular Cost Rate	Timesheet		Object
Regular Billing Rate	Timesheet		Object
Total Cost for Regular Hours	Timesheet		Object
Billing for Regular Hours	Timesheet		Object
Overtime Hours	Timesheet		Object
Overtime Cost Rate	Timesheet		Object
Overtime Billing Rate	Timesheet		Object
Total Cost for Overtime	Timesheet		Object
Billing for Overtime	Timesheet		Object
% Complete	Work Item	PercentCompleted	Double

Resource(s) Hourly Report
Columns
Description	This report provides hourly report of user(s) in the timesheet within specific timeframe
Additional Help
Attributes	Summary Report Customizable
Available to	Financial user Internal user Super user Administrator
Column Name	Class	Field	Data Type	Additional Help
Reported Date	Timesheet	ReportedDate	Date
State	Timesheet	State	Pick List
Project ID	Work Item	SYSID	String
Project	Work Item	Name	String
Work Item ID	Work Item	SYSID	String
Work Item	Work Item	Name	String
Reported By	User	FirstName	String
Total Hours	Timesheet		Object
Regular Hours	Timesheet		Object
Overtime Hours	Timesheet		Object
Comment	Timesheet	Comment	Text

Total Hours Reported by a User for a Selected Timeframe
Columns
Description	This report will display all work items and total hours reported by a specific user in the selected timeframe
Additional Help
Attributes	Summary Report Customizable
Available to	Financial user Internal user Super user Administrator
Column Name	Class	Field	Data Type	Additional Help
User	User	FirstName	String
State	Timesheet	State	Pick List
Billable	Work Item	Billable	Boolean
Project ID	Work Item	SYSID	String
Project	Work Item	Name	String
Work Item	Work Item	SYSID	String
Work Item	Work Item	Name	String
Total Hours	Timesheet	Duration	TimeEffort

Total Reported Hours by User Per Project
Description	This report will display total hours reported by user per project within a selected time frame
Additional Help
Attributes	Customizable
Available to	Financial user Internal user Super user Administrator

Total weekly reported hours by selected users
Description	This report will display total hours reported by selected users per date within a selected time frame
Additional Help
Attributes	Customizable
Available to	Financial user Internal user Super user Administrator

Total weekly reported hours by user
Columns
Description	This report will display total hours reported by user per date within a selected time frame
Additional Help
Attributes	Customizable
Available to	Financial user Internal user Super user Administrator
Column Name	Class	Field	Data Type	Additional Help
First Name	User	FirstName	String
Last Name	User	LastName	String
State	User	State	Pick List
External User	User	ExternalUser	Boolean
Total work time (hours)	User		Object
Total	User		Object

Users Back to top

Total Number of non - working hours by user
Columns
Description	Total Number of non - working hours by user
Additional Help
Attributes	Customizable
Available to	Financial user Internal user Super user Administrator
Column Name	Class	Field	Data Type	Additional Help
User			Object
Direct Manager			Object
User Group			Object
Email			Object
×™× ×•××¨,0001			Object
Total Hours			Object
Total Organization Days			Object

Users & Licenses Summary
Columns
Description	This report will display users and licenses summary
Additional Help
Attributes	Customizable
Available to	Administrator
Column Name	Class	Field	Data Type	Additional Help
External User	User	ExternalUser	Boolean
First Name	User	FirstName	String
Last Name	User	LastName	String
Email	User	Email	String
Office Phone	User	OfficePhone	String
Allow Emails	User	AllowEmails	Boolean
User Type	OrganizationLicenseSubscriptions		Pick List
Purchase Date	OrganizationLicenseSubscriptions		Date
Expiration Period (Days)	OrganizationLicenseSubscriptions		Double
Expiration Date	OrganizationLicenseSubscriptions		Date
State	OrganizationLicenseSubscriptions	State	Pick List
Renewal Date	OrganizationLicenseSubscriptions		Date
Auto Renewal	OrganizationLicenseSubscriptions		Boolean

Work Items Back to top

All Work Items with a Specific Manager
Filters
Description	Show all work items with a specific manager across all projects (you will be requested to set the manager after you run the report)
Additional Help
Attributes
Available to	Financial user External user Internal user Super user Administrator
#	Class	Field	Data Type	Filter Type	Operator	Value/From	To
#1	Work Item	Manager	Reference To Object	FieldComparison	Equals	ConstraintRuntimeValue
#2	Work Item	State	Pick List	FieldComparison	In	ConstraintMultipleValues
Columns
Column Name	Class	Field	Data Type	Additional Help
Status	Work Item	TrackStatus	Pick List
Conflicts	Work Item		Pick List
State	Work Item	State	Pick List
ID	Work Item	SYSID	String
Name	Work Item	Name	String
Duration	Work Item	Duration	TimeEffort
Start Date	Work Item	StartDate	DateTime
Due Date	Work Item	DueDate	DateTime
% Complete	Work Item	PercentCompleted	Double
Actual Cost	Work Item	ActualCost	Money
Budgeted Cost	Work Item	PlannedBudget	Money
Actual Effort	Work Item	ActualEffort	TimeEffort2
Remaining Effort	Work Item	RemainingEffort	TimeEffort2
% Completeness Uncertain	Work Item	CompletnessDefinition	Long
% Completeness Uncertain	Work Item	CompletnessDefinition	Long

All Work Items with a Specific Manager per Project
Filters
Description	Show all work items with a specific manager in a specific project (you will be requested to set the manager and project after you run the report)
Additional Help
Attributes
Available to	Financial user External user Internal user Super user Administrator
#	Class	Field	Data Type	Filter Type	Operator	Value/From	To
#1	Work Item	Manager	Reference To Object	FieldComparison	Equals	ConstraintRuntimeValue
#2	Work Item	ParentProject	Reference To Object	FieldComparison	Equals	ConstraintRuntimeValue
#3	Work Item	State	Pick List	FieldComparison	In	ConstraintMultipleValues
Columns
Column Name	Class	Field	Data Type	Additional Help
Status	Work Item	TrackStatus	Pick List
Conflicts	Work Item		Pick List
State	Work Item	State	Pick List
ID	Work Item	SYSID	String
Name	Work Item	Name	String
Duration	Work Item	Duration	TimeEffort
Start Date	Work Item	StartDate	DateTime
Due Date	Work Item	DueDate	DateTime
% Complete	Work Item	PercentCompleted	Double
Actual Cost	Work Item	ActualCost	Money
Budgeted Cost	Work Item	PlannedBudget	Money
Actual Effort	Work Item	ActualEffort	TimeEffort2
Remaining Effort	Work Item	RemainingEffort	TimeEffort2
% Completeness Uncertain	Work Item	CompletnessDefinition	Long
% Completeness Uncertain	Work Item	CompletnessDefinition	Long

All Work Items with a Specific Resource
Filters
Description	Show all work items with a specific resource (you will be requested to set the resource after you run the report)
Additional Help
Attributes
Available to	Financial user External user Internal user Super user Administrator
#	Class	Field	Data Type	Filter Type	Operator	Value/From	To
#1	ResourceEntity		Text	FieldComparison	Equals	ConstraintRuntimeValue
#2	Human Resource	ResourceRole	Pick List	FieldComparison	Equals	ConstraintFixedValue
#3	Work Item	State	Pick List	FieldComparison	In	ConstraintMultipleValues
Columns
Column Name	Class	Field	Data Type	Additional Help
Status	Work Item	TrackStatus	Pick List
Conflicts	Work Item		Pick List
State	Work Item	State	Pick List
ID	Work Item	SYSID	String
Name	Work Item	Name	String
Duration	Work Item	Duration	TimeEffort
Start Date	Work Item	StartDate	DateTime
Due Date	Work Item	DueDate	DateTime
% Complete	Work Item	PercentCompleted	Double
Actual Cost	Work Item	ActualCost	Money
Budgeted Cost	Work Item	PlannedBudget	Money
Actual Effort	Work Item	ActualEffort	TimeEffort2
Remaining Effort	Work Item	RemainingEffort	TimeEffort2
Manager	Work Item	Manager	Reference To Object
% Completeness Uncertain	Work Item	CompletnessDefinition	Long
% Completeness Uncertain	Work Item	CompletnessDefinition	Long

Date Variance for Specific Project(s)
Filters
Description	Show work items from a specific project(s) with Duration Variance less than zero â€œ0â€.
Additional Help
Attributes
Available to	Financial user External user Internal user Super user Administrator
#	Class	Field	Data Type	Filter Type	Operator	Value/From	To
#1	Work Item	DurationVariance	TimeEffort2	FieldComparison	Before	ConstraintFixedValue
#2	Work Item	ParentProject	Reference To Object	FieldComparison	In	ConstraintRuntimeValue
Columns
Column Name	Class	Field	Data Type	Additional Help
State	Work Item	State	Pick List
Status	Work Item	TrackStatus	Pick List
ID	Work Item	SYSID	String
Name	Work Item	Name	String
Start Date	Work Item	StartDate	DateTime
Actual Start Date	Work Item	ActualStartDate	DateTime
Start Date Variance	Work Item	StartDateVariance	TimeEffort2
Due Date	Work Item	DueDate	DateTime
Actual End Date	Work Item	ActualEndDate	DateTime
Due Date Variance	Work Item	DueDateVariance	TimeEffort2
Work	Work Item	Work	TimeEffort2
Duration	Work Item	Duration	TimeEffort
Actual Duration	Work Item	ActualDuration	TimeEffort
Duration Variance	Work Item	DurationVariance	TimeEffort2

Clarizen Reports

Budget Back to top

All Milestones Exceeding Budget Managed by Me

All Milestones Exceeding Budget per Project

All Projects Exceeding Budget

All Tasks Exceeding Budget Managed by Me

Budget Utilization vs Progress

Budget Utilization vs Progress Managed by Me

Cost & Revenue forecast all Customers

Cost & Revenue forecast all Projects

Cost & Revenue forecast by Customer

Cost & Revenue forecast by Project

Customer Billing

Customer Expense Summary

Project Expenses Summary

Projects with an Unfavorable Cost Variance

Projects with Cost Overruns

Total Due by Customer for a Selected Timeframe

Total due by project for a selected timeframe

User Expense Summary

Customer Back to top

Projects in the Works per Customer

Issues Back to top

All Assigned Cases by Group, Job Title, or Skill

All Cases Assigned to a Specific User

All Cases in a Specific State

All Cases to be Resolved in a Project

All Opened Cases Committed to Customers

All Opened Cases per Customer

All Project Related Work

Cases of a Specific Type Assigned to a User

Cases of a Specific Type in a Certain State

Number of a Specific Case Type (e.g. Bugs, Risks) by State

Number of Cases by State

Number of Customer Cases by State

Number of Project Cases by State

Open Cases Assigned to a Specific User

Risk Register

Risks Sorted by Risk Rate

Projects Back to top

All Projects at Risk

All Projects off Track

Resource load Back to top

Resource Availability

Resource Load

Resource Load per Task

Resource Overload

Resource Overload per Task

Resource Underuse

Resource Underuse per Task

Tasks Back to top

All Assigned Tasks by Group, Job Title, or Skill

All Tasks at Risk Managed by Me

All Tasks Last Updated by Project

All Tasks Last Updated by User

All Tasks off Track Managed by Me

All Tasks on a Critical Path Managed by Me

All Tasks on a Critical Path per Project

All Tasks per Project

All Tasks Starting in a Given Time Range

All Tasks with a Certain Status

All Tasks with no Resource Assignment

All Tasks with no Resource Assignment per Project

Date Variance Report for Actual Tasks of a Specific Project

My Tasks this Week

Resource Planned Work per Project

Time Tracking Back to top

All Customer's Summary

All Reported Hours in a Specific Project

Customer Summary

Detailed Report by Customer for a Selected Timeframe

Project Summary

Project Utilization

Resource Summary

Resource(s) Hourly Report

Total Hours Reported by a User for a Selected Timeframe

Total Reported Hours by User Per Project

Total weekly reported hours by selected users

Total weekly reported hours by user

Users Back to top