celoxisppm

Welcome to the Celoxis Learning! In this video, we’ll walk you through the process of creating a report in Celoxis, providing you with all the steps needed to customize and configure your reports effectively. What You’ll Learn: - Logging In: Start by logging into your Celoxis account. Navigate to the 'Reports' menu and select 'All Reports' to access the available options. - Creating a New Report: Click the plus (+) icon to open the dropdown menu and explore the different types of reports you can create. For this tutorial, we’ll focus on building a Project Report. - Setting Up Report Details: On the 'Add Report' page, under the 'Details' tab, give your report a suitable name and add a brief description to provide context. - Applying Filters: In the 'Filter' tab, you can add parameters like date, state, or custom fields using the dropdown menu. For this example, we’ll add a 'State' filter and set it to 'Active' to track ongoing projects. - Customizing the Output: In the 'Output' tab, choose how to represent your data, with options like Gantt charts, calendars, or charts. We’ll stick with the Tabular format and show you how to add columns relevant to your report. - Sorting and Grouping Data: Learn how to organize your report by sorting and grouping data through the plus (+) icon and selecting the appropriate columns. - Saving the Report: Finally, save your report for future use and easy access. By the end of this video, you’ll have a comprehensive understanding of how to create and customize reports in Celoxis project management software, helping you streamline your project management processes. Mail us at: support@celoxis.com Book A Demo: https://www.celoxis.com/demo Book A Free Trial: https://www.celoxis.com/trial For others: Mail us at: info@celoxis.com or sales@celoxis.com Click here for more details - https://www.celoxis.com/kb/latest/reports/actions/managing #ReportManagement #ProjectManagement #ProjectReports #DataManagement #PPMSoftware #Workflow #ProjectTracking #GanttChart #PMOTools #ProjectPlanning #PMO #ProjectManagementSoftware #PMTools