Using the Report Generator

The Report Generator consolidates all types of report dialogs into a single dialog for report generation.

Required access roles:

  • Baseline: Reader
  • App-specific: Global User

  1. Click Home .
  2. In the navigation pane, click Program Mgmt > Reports.
  3. Click the Report Generator tab.
  4. Click the Refinements filter.
  5. Select the filters and view the results on the right side of the page.
    Field NameDescription
    Report TypeSelect one of the following reports: Look Ahead Report, Delinquency Report, Data Responsibility Matrix, Schedule Compliance Report, Data Accession List, or Process Measurement Graphs.
    Report Sub TypeDepending on the type of report selected, the options in the Report Sub Type list vary. If applicable, select the report sub type.
    Report Start DateClick to select the start date for the report.
    Report End DateClick to select the end date for the report.
    Responsible OrganizationClick to select the responsible organization.
    ProgramClick to select the program related to the report.
    ContractClick to select the contract related to the report.
    ProjectClick to select the project related to the report.
    Date UnitSelect the date unit.
  6. Click Filter.

The select report is generated.

Note: Submittals will display only if the contract is connected to an active program.