Memorized Reports
ProjectLoad supports a variety of reports, each with a wide range of search options. The system will automatically remember the most recent search options you used, but it also provides a way for you to record the options to be reused whenever you wish. After you select a report and get the search conditions set, you can choose to save the search options by clicking on the “Save As” button on the report. The system will ask you to provide a name for the report and record the settings you established in the database under the name you provide. The next time you go to the report menu, the custom version of the report will be listed in the menu with the standard reports. The system will organize the custom reports in lists under each report type. These custom reports form a private library of reports that you can reproduce as needed.
For example, if you need to regularly produce a report showing the exact hours spent on each project of a particular type in the prior month (perhaps for billing purposes), you can set the search conditions, run the report, and use the Save As button to record the settings under a name such as “Prior Month Billing”. The report menu will then contain an extra line under the “Work Hours By Project” labeled “Prior Month Billing”. You can create this report simply by using the Report button on the menu. Note that if you set the search dates to be customized and manually supply a date range, then rerunning the report will produce that same date range each time. If you set the search dates to something more generic such as “Last Month”, the report will change report periods automatically based on the date you run it. You can edit the saved search conditions if you wish to tweak your search options and save the report again under the same or another name. Saved reports may be deleted by running the report and using the “Delete” button.