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Reports Overview

Reports are documents that organize and display extracted CA Clarity PPM information. With reports, you can capture and analyze information related to your work. You can run and view out-of-the-box reports or reports designed for your specific needs.

More Information:

About Report Security

Jobs Affecting Report Information

Run or Schedule a Report To Run

Scheduled Report Runs

Define or Edit Scheduled Report Run Properties

View the Status of a Scheduled Report Run

Delete a Scheduled Report Run

Add a Report to the My Reports Portlet

View a Generated Report

Delete Generated Reports

Pause or Resume Scheduled Report Runs

Cancel Scheduled Report Runs

About Report Security

Security for reports has three levels. The following levels describe what occurs at each level of access. The CA Clarity PPM administrator grants you access rights to specific features.

Report access

This access level lets you view reports. When you have access at this level, you can open the available reports page. The Reports - Access right includes this level of access.

You can be granted instance access rights to view and run a specific report. The Report - Run access right lets you run a report and view the output. This access right does not let you change the parameters that filter information for a report.

Report definition

This access level lets you edit a specific report definition. When you have this level of access, you can change the report parameters to filter information for a report. The Reports and Jobs - Edit Definition instance access right lets you edit a specific report definition.

Row-level security within a report

This access level helps ensure that information is provided to you if you have the right to view the information. The row content that appears in each report varies depending on the access rights you have to items contained in the report. For example, if you run a report that lists information for multiple projects, only those projects to which you have rights appear in the report.

More Information:

Jobs Affecting Report Information

Run or Schedule a Report To Run

Scheduled Report Runs

Define or Edit Scheduled Report Run Properties

View the Status of a Scheduled Report Run

Delete a Scheduled Report Run

Add a Report to the My Reports Portlet

View a Generated Report

Delete Generated Reports

Pause or Resume Scheduled Report Runs

Cancel Scheduled Report Runs

Reports Access Rights

Jobs Affecting Report Information

The Setup and Update Data Used by Reports and Time Slicing jobs generate report information. If these jobs fail, reports can be affected. If report information does not display, it implies that one of the jobs have failed to run.

Contact your CA Clarity PPM administrator or see the Administration Guide for more information.

More Information:

Jobs Overview

Reports Overview

Run or Schedule a Report To Run

You can run and view reports from the available reports page. You cannot delete or remove available reports.

If you have personalized the overview page to display the My Reports portlet, you can run reports from this portlet.

Contact your CA Clarity PPM administrator or see the Administration Guide for more information.

Follow these steps:

  1. Open Home, and from Personal, click Reports and Jobs.

    The list page appears.

  2. Specify the filter criteria, or click Show All to view a list of all available reports.
  3. Click the name of the report to execute.

    The properties page appears.

  4. Define the run properties for the report, and save the changes.

More information:

About Report Security

Jobs Affecting Report Information

Scheduled Report Runs

Define or Edit Scheduled Report Run Properties

View the Status of a Scheduled Report Run

Delete a Scheduled Report Run

Add a Report to the My Reports Portlet

View a Generated Report

Delete Generated Reports

Pause or Resume Scheduled Report Runs

Cancel Scheduled Report Runs

Define or Edit Scheduled Report Run Properties

Scheduled Report Runs

Scheduled report runs provide the ability to set up recurring schedules for your frequently viewed reports. By scheduling the reports to run in advance, the updated reports are available when you need them.

More information:

About Report Security

Jobs Affecting Report Information

Run or Schedule a Report To Run

Define or Edit Scheduled Report Run Properties

View the Status of a Scheduled Report Run

Delete a Scheduled Report Run

Add a Report to the My Reports Portlet

View a Generated Report

Delete Generated Reports

Pause or Resume Scheduled Report Runs

Cancel Scheduled Report Runs

Define or Edit Scheduled Report Run Properties

You can edit the properties of scheduled report runs that have the "Cancelled" or "Completed" status using the report properties page. Otherwise, you can only view report run properties.

Report run properties include scheduling and notification information, and any parameters that you can customize.

Note: If a report is scheduled to run only once, you can only edit its properties before the scheduled run time.

Follow these steps:

  1. Open Home, and from Personal, click Reports and Jobs.

    The list page appears.

  2. If you are editing the schedule of an existing report run, open the Reports menu, and click Scheduled Reports.

    The scheduled reports page appears.

  3. Click the name of the report to define or edit the run properties.

    The properties page appears.

  4. In the General section of the page, complete the following field:
    Report Name

    Defines the name of the report to run. For scheduled runs, a display-only report ID and its status are displayed.

  5. In the Parameters section, complete the following fields:
    Parameters

    Specifies the parameters used to run the report. The parameters that appear vary based on the report displayed. If this section does not appear, then your administrator did not define parameters.

  6. In the When section, choose when you want to run the report:
    When

    Defines the interval on which the report runs.

    Values:

    • Immediately. Select to run the report now.
    • Scheduled. Select to schedule the report to run later. Then complete the following fields:
    Start Date

    Defines the date of running the report.

    Required: Yes

    Start Time

    Defines the start time in hours and minutes.

    Recurrence

    Defines the recurrent run time. You can set a recurrence, such as weekly or monthly, by clicking the Set Recurrence link. You can also set the recurrence of a scheduled report by using UNIX crontab format entry. To use crontab to set the recurrence, click Use UNIX Crontab Entry Format, and enter the schedule.

  7. Click Set Recurrence to specify a repeating run time for the report, and complete the following fields:
    Run Once

    Indicates if this scheduled occurrence only occurs once.

    Weekly
    Monthly
    Use UNIX crontab entry format

    Defines the schedule in UNIX Crontab entry format. Go to Oracle docs.sun.com for more information about the UNIX crontab syntax format and special character usage.

    Example: 0 0 1, 15 * * runs the report at midnight on the 1st and 15th of every month.

  8. Complete the following fields in the Notify section:
    Resources to Notify on Failure

    Specifies the users who receive report status notifications when the report run fails.

    Resources to Notify on Completion

    Specifies the users who receive report status notifications when the report run successfully completes.

    Groups to Notify on Failure

    Specifies the groups who receive report status notifications when the report run fails.

    Groups to Notify on Completion

    Specifies the groups who receive report status notifications when the report run successfully completes.

    Note: If a report fails, check the status of scheduled runs for additional information or contact your administrator for assistance.

  9. Save and submit the changes.

More information:

Jobs Overview

Reports Overview

View the Status of a Scheduled Report Run

You can check report scheduled run times and check report run statuses using the scheduled reports page. All scheduled report runs (except the deleted reports) appear in the list regardless of their status.

Scheduled report runs can have the following statuses:

Follow these steps:

  1. Open Home, and from Personal, click Reports and Jobs.

    The list page appears.

  2. Open the Reports menu, and click Scheduled Reports.

    The scheduled reports page appears.

More Information:

About Report Security

Jobs Affecting Report Information

Run or Schedule a Report To Run

Scheduled Report Runs

Define or Edit Scheduled Report Run Properties

Delete a Scheduled Report Run

Add a Report to the My Reports Portlet

View a Generated Report

Delete Generated Reports

Pause or Resume Scheduled Report Runs

Cancel Scheduled Report Runs

Delete a Scheduled Report Run

You can delete scheduled runs with a "Cancelled" or "Completed" status. Deleting a scheduled run does not delete the report type, or any completed generated reports listed in the Reports Library.

Follow these steps:

  1. Open Home, and from Personal, click Reports and Jobs.

    The list page appears.

  2. Open the Reports menu, and click Scheduled Reports.

    The scheduled reports page appears.

  3. Select the check box next to the run, and click Delete Job.

More Information:

About Report Security

Jobs Affecting Report Information

Run or Schedule a Report To Run

Scheduled Report Runs

Define or Edit Scheduled Report Run Properties

View the Status of a Scheduled Report Run

Add a Report to the My Reports Portlet

View a Generated Report

Delete Generated Reports

Pause or Resume Scheduled Report Runs

Cancel Scheduled Report Runs

Add a Report to the My Reports Portlet

If you have personalized the Overview page to display My Reports portlet, you can add any available report and run reports from the page.

Follow these steps:

  1. Open Home, and from Personal, click Reports and Jobs.

    The list page appears.

  2. Click the name of the report to add.

    The properties page appears.

  3. Click Add to My Reports.

    The report is added to the My Reports portlet on the Overview page.

More Information:

About Report Security

Jobs Affecting Report Information

Run or Schedule a Report To Run

Scheduled Report Runs

Define or Edit Scheduled Report Run Properties

View the Status of a Scheduled Report Run

Delete a Scheduled Report Run

View a Generated Report

Delete Generated Reports

Pause or Resume Scheduled Report Runs

Cancel Scheduled Report Runs

View a Generated Report

Use the report library page to review generated report output to which you have access or to view the run properties of generated reports. You must have Adobe Acrobat Reader installed to view reports. Requires the view permission for a report to view the report in the report library page.

If you ran the report immediately, the output appears in a separate window. Otherwise, if you scheduled the run, you can access the report output from the report library page.

Note: For reports that run immediately, you have the option to view the report immediately. You can also save the report and view it later from the report library page.

Follow these steps:

  1. Open Home, and from Personal, click Reports and Jobs.

    The list page appears.

  2. Open the Reports menu, and click Report Library.

    The report library page appears.

  3. Do one of the following:

More information:

Jobs Overview

Reports and Jobs

Reports Overview

Run or Schedule a Report To Run

Delete Generated Reports

You can delete generated reports as needed. Also, request the Remove Job Logs and Report Library entries job run to periodically remove outdated reports from the Reports Library.

For more information, see the Administration Guide.

Follow these steps:

  1. Open Home, and from Personal, click Reports and Jobs.

    The list page appears.

  2. Open the Reports menu, and click Report Library.

    The scheduled reports page appears.

  3. Select the check box next to the report, and click Delete.

More Information:

About Report Security

Jobs Affecting Report Information

Run or Schedule a Report To Run

Scheduled Report Runs

Define or Edit Scheduled Report Run Properties

View the Status of a Scheduled Report Run

Delete a Scheduled Report Run

Add a Report to the My Reports Portlet

View a Generated Report

Pause or Resume Scheduled Report Runs

Cancel Scheduled Report Runs

Pause or Resume Scheduled Report Runs

Pausing scheduled report runs temporarily stops the report from running. When in this state, the report cannot run at its scheduled time until you resume the report run. When you resume the report runs, it runs at its next scheduled run time. You can pause reports that have a "Scheduled" status.

Follow these steps:

  1. Open Home, and from Personal, click Reports and Jobs.

    The list page appears.

  2. Open the Reports menu, and click Scheduled Reports.

    The scheduled reports page appears.

  3. Select the check box next to the scheduled report run, and do one of the following:

More information:

Jobs Overview

Reports and Jobs

Cancel Scheduled Report Runs

Canceling scheduled runs stops the run immediately and cancels any future runs. A cancelled run remains listed on the scheduled reports page with a status "Cancelled" status. Once you cancel a run, you cannot change its status or edit any of its properties.

Follow these steps:

  1. Open Home, and from Personal, click Reports and Jobs.

    The list page appears.

  2. Open the Reports menu, and click Scheduled Reports.

    The scheduled reports page appears.

  3. Select the check box next to the scheduled run, and click Cancel Job.

    The status changes to "Cancelled".

More Information:

About Report Security

Jobs Affecting Report Information

Run or Schedule a Report To Run

Scheduled Report Runs

Define or Edit Scheduled Report Run Properties

View the Status of a Scheduled Report Run

Delete a Scheduled Report Run

Add a Report to the My Reports Portlet

View a Generated Report

Delete Generated Reports

Pause or Resume Scheduled Report Runs