Page 28 - Unanet GovCon: Using Analytics Studio for Project Management Reporting

5. Select the Existing Report button.
6. Drag Period JSR Data to the tile.
7. Select Parameters on the Toolbar.
8. Select the dropdown button for projectCode.
9. Select *All from the Value dropdown list.
10. Verify the Prompt for value check box is selected.
11. Repeat steps 9-11 to add the values for the parameters:
Parameter Value Prompt for value
ProjectStatus 2-Open Select

JSRcostReport PCD Deselect
JSRindirectCostRate *Provisional Select
JSRreportingPeriod Calendar Month Select
JSRreportingPeriodStartDate 2021-10-01 Select
JSRnumPeriods 12 Select
JSRrowOptionShowPlans *Active Plan Sets Select

JSRrowOptionShowBudgets N Deselect
JSRrowOptionShowActuals *Y Select
JSRrowOptionShowActualsPlans *No Plans Select
JSRrowOptionShowActualBudgets N Select
JSRactualsThroughDate 2022-01-15 Select
JSRpostedDataOnly N Select
JSRshowTasks Y Select
JSRadjustments *Adjustments using Worked Select
Date within range
JSRincludePendingAdjustments *Y Select
JSRincludeExpenseReports Using Line Item Data within Select
range
JSRincludeNonCompExpRpts *Y Select
12. Select the Save and Close button.
13. Select Save on the Toolbar. The Save Dashboard window opens.
14. Type Periodic JSR Dashboard in the Name field.
15. Select the My Reports folder.
16. Select the Save button.
17. Close the Periodic JSR Dashboard tab.

Part 6: Add a Sort
1. Select Report Options gear button > Sorts. The Report Sorts window opens.
2. Drag Project Code to the Sort By pane.
3. Select the Okay button.

LESSON 3: ADVANCED REPORTING
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