Reports and Jobs › How to Set Up CA Clarity PPM for Reports

How to Set Up CA Clarity PPM for Reports

Some reports are dependent on other CA Clarity PPM settings or jobs to generate data. Follow these steps to ensure reports can produce meaningful data.

To set up CA Clarity PPM for reports:

  1. Specify how to convert currencies when values are rolled up.
  2. Specify a range of dates to include in the report.
  3. Set up monthly time periods.
  4. Set up the work-in-progress (WIP) settings so that data displays in financial transactions reports.
  5. To run resource reports, post all timesheets before the Datamart starts to ensure that all data is in the system.
  6. Set up the Datamart to use the specified currency and the OBS to include in data extraction.
  7. Set up the job scheduler to run the Datamart Extraction job.
  8. Set up reporting permissions by associating users with CA Clarity PPM Business Objects security groups.
  9. Run the Update Business Objects Reports Tables job so that the database tables are populated correctly for reports

More information:

Set Up Conversion Rates

Time Slices

Fiscal Time Periods for Entities

Specify WIP Settings

Timesheets and Time Reporting Periods

Run or Schedule Jobs to Run