Selecting a Report Project

The project you select when creating a report determines which items are returned in your report, where the project is saved, and which users can access your report. For example, if you select Project A, only users who have privileges to run reports in Project A can run the report.

For most report types, you can override project settings in the Search Filter area for reports using basic conditions. You can override which project is queried for information by selecting the Project field in the Field Specification area and choosing specific projects to query. The information returned by the report is based on the projects selected in the Field Specification area, but the location and privilege checking for the report is based on the project selected on the report form.

The Report Project list can contain:

To select a project for your report:

  1. From the Report Project list, select the project to create your report against.
  2. If the project you are looking for is not in the list, you may be viewing your preferred project list. Click Show All Projects to view the full list of projects you can view. When the full project list is displayed, click Show My Projects to view your preferred projects.
  3. Select the Include Items from Sub-projects check box located in the Search Filter area to include sub-projects of the selected project in the query. If one of your preferred projects is a parent project but its sub-projects are not in your preferred projects list, sub-projects of the parent are searched if this check box is selected.
    Note: If you select this option, the Update All Checked button appears in the report results, regardless of which report project you select. If you do not select the Include Items from Sub-projects option, then the Update All Checked button only appears if you have privilege to mass transition items in the selected report project. The Update All Checked button is not available for users with External or Occasional User product access in either scenario.