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