System Settings → Report Templates → System Reports → Issues by Investment

Issues by Investment

This report shows the details of the Issues tab. The report lists issues for a specific work item or a group. It shows the issues title as well as information about priority, status, escalations, user assignments, and so on. Expand the plus symbol in the report to view the details for any issue contained in the report.

The user-configurable parameters in this report are:

Fields

Descriptions for the fields that are available in this report can be found in the following table.

Field Description
Assigned To

The name of the resource to whom a task or work item has been assigned.
Escalated?

Indicates whether a log item has been escalated to its parent work item. A log item that has been escalated is visible in the parent work item as well as in the original work item. When notifications are enabled for an escalated log item, all users that are subscribed to the Can receive issue/risk notifications are notified.
Escalation?

Indicates whether a log item has been escalated from a child work item. A log item that has been escalated is visible in the parent work item as well as in the original work item. When notifications are enabled for an escalated log item, all users that are subscribed to the Can receive issue/risk notifications are notified.
Investment Title

The name of the work item, log item, or discussion.
Priority

The priority of the log type, such as an issue, a risk, or a change request.
Request Date

The date the change request was submitted.
Resolution Date

The date the change request was resolved.
Status

The current status of the log type, such as an issue, a risk, or a change request.
URL Link

The URL for the log item, such as an issue, a risk, or a change request.

Screen Shot

Screen shot of the Issues by Investment system report.

Adding a report that uses the Issues by Investment report template

To add a report that uses the Issues by Investment report template, open the New Report dialog box from the My Reports tab and then follow the steps below.

To add a report that uses the Issues by Investment template
  1. Open the Tools module.
  2. Select the My Reports tab.
  3. Click New Report, select Investment, and then click OK.

    New Reports dialog box.

  4. In the New Report dialog box, type a name for the report.
  5. On the General tab, from the Report Template drop-down, select Issues by Investment, enter a description (optional), and indicate whether you want to run the report immediately (after you are finished creating it).

    Choose a report.

  6. Under Associate Report With, click the ellipses button and then use the Select Investments dialog box to identify the items that will be included in the report data.

    Choose an investment (or group of investments) to which the report will be associated.

  7. On the Schedule tab, select Run this report on a schedule if you want the report to be run on a periodic basis. Once selected, you can define how frequently you want the report to be run, the format in which the report will be presented, and how many previous instances of the report you want to store.

    Indicate whether you want to run the report on a scheduled basis.

  8. If you have chosen to run the report on a scheduled basis, you can use the Recipients tab to select the users, security groups, and security roles who will receive a notification when this report is run. After you have chosen the recipients, click Add.
  9. If you have chosen to run the report on a scheduled basis, you can use the Template tab to define parameters for the email notification. You can define the title (as it will appear in the subject line). You can add the Timestamp and Report Name attributes into the title or the template (the message body). You can add a URL link into the message body that will allow any recipient to link directly to the report.

    Indicate whether you want to run the report on a scheduled basis.

  10. When finished, click OK.

View

You can view the Issues by Investment report directly after adding it by selecting the Run this report immediately option in the New Report dialog box. (Reports can also be run from the My Reports tab in the Tools module or the Reports tabs in the Projects module.) Set the filter options and click Apply Icon Apply.

The filters that are available for the Issues by Investment report.

Filter options:

Filter Description
End Date

The date on which the reporting period ends. Use the calendar picker to select this date.
Priority

The priority of the log item. Filter options: Blank, High, Low, Medium, and Show All.
Start Date

The date on which the reporting period ends. Use the calendar picker to select this date.
Status

Indicates which work items will be shown, based on the current status of the work item. Filter options: Assigned, Blank, Open, Resolved, and Show All.

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