Reports

System Administrators can define database reports that can be executed from the Admin Reports screen by clicking on or on the Site-wide Reports button on the main Projects page. Project reports can be specified and run from the main project screen, in the Reports tab, or the Project Reports button.

Adding or Modifying Reports

1. The system Reports screen can be accessed from the Reports option of the Admin dropdown. This screen displays all reports that have been imported into ProjectDox. Click the X icon if you would like to delete a selected report.

2. To modify an existing report, click the name of the report in the list, or the Edit Report button for the desired report, and the current values will be populated in the Configure Report tab, where you may edit and click Save Report to save your changes.

Note: If a report is located in the root folder of SSRS, the report can't be saved (error results indicating the report path can't be found). To resolve this, you may add a "/" forward slash to the report path when saving, or store reports in lower level folders (recommended).

The key fields are Public, Report Type, and Allowed Groups.

1. Public – If a new report has been added but it is not appearing in the user interface, check Public; this releases the report.

2. Report Type -

1. "Site-Wide" would allow the report to be viewed on a site-wide basis from the button identically named.

2. "Project" will display information specific to a project. At this level you can designate groups within the project that will have access to the report from the Project Reports button.

Executing and Downloading Report Data

1. Once the report is submitted to the table, any System Administrator or Project Administrator may run a project level report. To do this:

2. A Reports tab is available when you enter any project, along with the Project Info tab or a Project Reports button that allows you to run project-specific reports only (no new report creation). Click the report link to run the report.

3. Select your report Export options and then click Download Report Data to export the data to the file type that you specified in the File Type dropdown.

To run a system level report:

1. From the Admin screen or Sitewide Reports button, anyone with Reports permissions can run the reports.

2. On the Administrative Reports tab, click on the report that you want to run; it will run in a separate window.

3. Below the report data will be an Export section that can be used to export the report to the user's machine who ran the report.  Click Download Report Data to export the data to the file type that was specified in the File Type dropdown. Any report that has been run and exported may be uploaded to ProjectDox, similar to any other file.

Report Options

1. Click the X icon if you would like to delete a selected report. Click the View Report button   if you would like to run and view the selected report in Report Viewer.

2. To modify access to a report, click the name of the report in the list, or the Edit Report button   for the desired report, and the current values will be populated in the Configure Report tab, where you may edit and click Save Report to save your changes.

1. A common change for an SA to make is choosing which groups will be allowed to view the report.

2. Making a new report Public once the data results are validated: the Public check box releases the report for viewing outside of the Reports area in the Admin section of ProjectDox.

3. Parameter attributes can be updated in the Next screen but normally are not changed New reports are commonly created with Report Builder and imported as an RDL file, using the ProjectDoxReportMigrationTool. Information on how to use this tool is available in the ProjectDox Installation Core manual.

4. The reports with a Type set to "Project" can be run from the Project Info -> Reports tab of a project. Reports with type set to "Site-wide" can be accessed from their respective button () in the ProjectDox user interface.

Event Types

ProjectDox database contains a table, LogReports, for the purpose of an audit trail. The following actions are recorded in this table and are an excellent source for custom reporting.

AppKeyAdd,

AppKeyUpdate,

AppKeyDelete,

AppKeyRefresh,

CustomUserDefined,

EmailSent,

EntityTypeID,

FileBatchStamp,

FileCheckIn,

FileCheckOut,

FileCheckOutUndo,

FileCopySource,

FileCopyDestination,

FileDelete,

FileDownload,

FileHistoryView,

FileMarkupAdd,

FileMarkupDelete,

FileMarkupUpdate,

FileMarkupView,

FileMove,

FileUpload,

FileUploadVersion,

FileUploadDuplicateDeleted,

FileView,

FileViewCompare,

FlowDefAdd,

FlowDefDelete,

FlowDefUpdate,

FolderAdd,

FolderDelete,

FolderEnter,

FolderPermissionsView,

FolderRename,

FolderOrderChange,

GroupDeleted,

GroupCreated,

IncomingAdd,

IncomingDelete,

MetadataDefinitionUpdate,

MetadataDefinitionDelete,

MetadataDefinitionDeleteByEntity,

MetadataValueUpdate,

MetadataValueDelete,

NotificationAdd,

NotificationDelete,

PermissionAdd,

PermissionDelete,

PermissionDeleteBatch,           

ProjectArchiveView,

ProjectArchive,

ProjectCreate,

ProjectCreateError,

ProjectCopy,

ProjectDelete,

ProjectEnter,

ProjectExport,

ProjectStatusChange,

ProjectProfileUpdate,

 TeamMailSent,

TopicAdd,

TopicClosed,

TopicDelete,

TopicNoteAdd,

TopicNoteDelete,

UserConvertFromContact,

UserCreate,

UserDelete,

UserProfileUpdate,

UserPasswordReset,

UserPasswordChange,

UserMetadataAdd,

UserMetadataUpdate,

UserMetadataDelete,

UserGroupAdd,

UserGroupRemove,

UserGroupRemoveAll,

UserLogOn,

UserLogOnFailure,

UserPermissionsChange,

UserRestore,

UserRevoke,

WorkflowAdminEntered,

WorkflowTaskListEntered,

WorkflowHomeEntered,

WorkflowStarted