Reports
From Clarizen
The Reports screen enables you to create and execute reports. These reports can be used to provide work item or resource related information to management and also to track work item progress.
Clarizen provides you with a plethora of reports, many of which can be edited to suit your needs, as well as a Report Generator to create your own customized reports.
Reports are either displayed on the Results page, or exported directly to an Excel sheet, which can either be emailed or downloaded.
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What Do I See Here?
Reports Toolbar
The Reports Toolbar allows you to do the following:
- View - the View drop down allows you to select between System (reports that are available out of the box in Clarizen), User Defined, or All reports available within the Reports subsystem.
- Create New Report will open up the Reports Generator
- Edit is available for all User Generated reports and many of the System Reports. When selected it will open up the Reports Generator screen
- Delete allows you to delete any User Generated report that is no longer needed
- The Export to Excel drop down enables you to to export any report to an Excel sheet and either download it immediately or email it
- Add to Favorites allows you to add the selected report to the Favorite Reports section on the Dashboard
Reports List
The Reports List displays the list of available reports grouped by the report's category.
To view the list of reports associated to each category, click on the "+" icon next to the category name.
Certain reports are only visible to users with specific user permissions, for example, all reports associated with project or work item budgets are restricted to financial users within the organization.
To run a report simply click on the report name. Several reports will require Runtime Filters prior to displaying results.
Report Labels
Reports within the Reports list are labeled with icons:
- Accessibility - Reports which have this label
are public and visible to users with the appropriate [[User Permissions|user permissions. If no icon is present the report is private and only visible to the user who created it.
- Type - The Type icon
represents reports that are provided out of the box by Clarizen. You can edit a system report, and save the changes under a new report name. If no icon is present the report has been created by a user within the organization.
- Visualization Type - Reports marked with
are displayed in list form, either on an Excel sheet or on the Reports Results screen. Reports marked with 
are displayed in graphical from on the Results screen.
- Mode - Reports marked with
are formula based reports, and therefore have limited editing options. When attempting to edit a formula-based report, some of the areas in the report generator screen will be disabled.
Runtime Filters
Several reports within the reports list have runtime parameters that require data prior to displaying data.
Reports that require runtime parameters will open a Custom-Filter pop up window that will specify the object, or objects, that need to be entered.
Depending on the report, these parameters may be specific users, projects, date time frames, etc.
