PPM & Service-now Reporting Guide October 3 rd, 2013.
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Transcript of PPM & Service-now Reporting Guide October 3 rd, 2013.
PPM & Service-now Reporting Guide
October 3rd, 2013
Contents
• PPM Reporting…………………………………….2– Selecting Report– Defining Report Requirements– Selecting Scheduling & Output Options– Running the Report– Viewing the Report
• Service-now Reporting………………………..XX– Selecting Report– Using filters– Running the Report– Viewing the Report
PPM Reporting
• View timesheets by resource and status• Reports are created by– Selecting Report– Defining Report Requirements– Selecting Scheduling & Output Options– Running the Report– Viewing the Report
Selecting the Report
1. From the Create menu, select Report.
2. Select “Time Management” from the Report Category drop down.
11
22
Selecting the Report
Select Actual Time Summary, Delinquent Time Sheets, or Time Sheet Summary depending on what information you are trying to gather
For the remaining examples, the Time Sheet Summary report is used
Defining Report Requirements
Note: denotes required field
Click on to verify selections and continue
Defining Report Requirements
Group By: Select the fields you want the report to be grouped by
Defining Report Requirements
Select Period Type using the dropdown feature. This should always be Weekly.
Defining Report Requirements
Select the Starting Time Period Type using the dropdown feature. The correct period will be found on page 6.
Defining Report Requirements
Select the Ending Time Period Type using the dropdown feature. The correct period will be found on the last page.
Defining Report Requirements
Select the Work Item Type using the dropdown feature.• Always use Task.
Defining Report Requirements
Select the Project Name using the dropdown feature.• GBS SPE always use GBS Poland SPE Overhead Plan
Setting Schedule & Output Options
Choose one of the below optionsa) Run the Report Immediately
orb) Specify a Report Run on Date
1) Can further indicate if it is to be repeated and when
c) Can specify an individual to receive an e-mail when report is completed
Submitting the Report
Click Submit when you are ready to run the report.
Viewing the Report
40.0040.00
40.00
40.0040.00
200.00
• Once you click Submit, the report results display.• You can then copy and paste into excel