Home Guides Reports Module How to create a Resource Management Report?

The first step is to click on the “Create new report“ field in the Reports Module.



A new window will open. You can change the name of the report in the “New Report” text box in the top left corner. If you decide not to create a report, you can always return to the previous window by pressing “Cancel”. Click on “Resource Management”.



Your next step is to choose for which boards you want the report done. You can select any number of boards.



Next, you can filter your choice by Asset Type, Asset Label, and whether the information source is archived or not.



When you are finished, press “Make Report”.



A report that shows both planned and actual amounts, along with the percentage of actualization will appear.

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