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Can I create a report for my resources showing all their Authorizations in one place?

  • June 25, 2024
  • 4 replies
  • 223 views

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I’m hoping to explain this as well as possible.
Can I create a report for my resources, showing all their Authorizations, instead of looking up each employee individually?

Currently, I look up a resource, click on ellipsis to the left of their name, then select Authorizations.
I was really hoping there was some kind of report I could run, to see them all once.

Any suggestions?

Thanks
Steve

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4 replies

mparra
Planview Falcons
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  • Planview Falcons
  • 4 replies
  • June 28, 2024

Hello @mancillaj there isn’t an OOB authorizations report as the most used types of assignments are allocations and reserves, however this could be created as a custom report or tile.


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  • Author
  • Bronze Active Participant
  • 2 replies
  • June 28, 2024

Thanks mparra for getting back to me. 
I was trying to figure out how to create this.
Do you know where I can find the steps to create the custom report, or the tile?


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  • Author
  • Bronze Active Participant
  • 2 replies
  • June 28, 2024

Thanks @mparra for getting back to me. 
I was trying to figure out how to create this.
Do you know where I can find the steps to create the custom report, or the tile?


mparra
Planview Falcons
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  • Planview Falcons
  • 4 replies
  • July 2, 2024

Hello @mancillaj here are a couple of places on the CSC to get started:

  1. The analytics and reporting section of the CSC explains the different workflows including custom reports
  2. The database schema documentation explains the schema which is needed to understand how to gather the data

Hope this helps