PPM & Service-now Reporting Guide October 3 rd, 2013

Contents PPM Reporting…………………………………….2 – Selecting Report – Defining Report Requirements – Selecting Scheduling & Output Options – Running the Report – Viewing the Report Service-now Reporting………………………..XX – Selecting Report – Using filters – Running the Report – Viewing the Report

PPM Reporting View timesheets by resource and status Reports are created by – Selecting Report – Defining Report Requirements – Selecting Scheduling & Output Options – Running the Report – Viewing the Report

Selecting the Report 1. From the Create menu, select Report. 2. Select “Time Management” from the Report Category drop down

Selecting the Report Select Actual Time Summary, Delinquent Time Sheets, or Time Sheet Summary depending on what information you are trying to gather For the remaining examples, the Time Sheet Summary report is used

Defining Report Requirements Note: denotes required field

Click on to verify selections and continue Defining Report Requirements Group By: Select the fields you want the report to be grouped by

Defining Report Requirements Select Period Type using the dropdown feature. This should always be Weekly.

Defining Report Requirements Select the Starting Time Period Type using the dropdown feature. The correct period will be found on page 6.

Defining Report Requirements Select the Ending Time Period Type using the dropdown feature. The correct period will be found on the last page.

Defining Report Requirements Select the Work Item Type using the dropdown feature. Always use Task.

Defining Report Requirements Select the Project Name using the dropdown feature. GBS SPE always use GBS Poland SPE Overhead Plan

Setting Schedule & Output Options Choose one of the below options a)Run the Report Immediately or b)Specify a Report Run on Date 1)Can further indicate if it is to be repeated and when c)Can specify an individual to receive an when report is completed

Submitting the Report Click Submit when you are ready to run the report.

Viewing the Report Once you click Submit, the report results display. You can then copy and paste into excel