To run the Project Performance Summary report
The standard Project Performance Summary report lists projects alphabetically, along with status, date, and budget information. The custom version lists projects grouped by initiative, with budget, cost, revenue, response rate, and lead generation performance data. Both versions require the Financial Management Module.
The custom version of this report also contains additional prompts and custom fields. It demonstrates how a standard report can be customized using custom attributes and works only if your template administrator implements the custom attributes.
1.
Select Analytics > Operational Analytics.
2.
In the list of reports, click Project Performance Summary.
A screen appears allowing you to set filter criteria.
3.
On the first filter screen, you can choose the projects to include in the report. If your only filter criteria is projects, click Finish to run the report. To specify other filters, click Additional Prompts and proceed to step 4.
4.
On the second filter page, specify filters for any or all of the following:
*
Project owner
*
Project date range
*
Project status
*
Project type: these are determined based upon the template used to create the project
All sections on the filter pages are optional. If you do not enter any information in any of the sections, the report contains project performance for all projects in the system.
5.
Click Finish to create the report.
The report displays a list of projects sorted by project name. The custom version is grouped by Initiative. The reports contain the following columns:
Columns in the Project Performance Summary report
Column
Description
Project Name/Code
Displays the project name and its ID.
Status
Displays the status of each project.
Target dates
Displays the target start and end dates.
Business Unit, Segment, and Product Family
Displays the business unit, segment, and product family for each project. These fields are included with the sample templates, and are used to categorize projects. Not all types of projects contain all of these fields. If your report uses a project that does not contain one or more of these fields, the column is ignored (it is blank for that project).
(These fields are only in the custom version of the report.)
Total Budgeted Total Forecasted Actual Cost
Displays a variety of budgeting information. These fields are supplied from the budget tab for each project.
Total Revenue
Displays revenue metrics (if defined) for the project.
Response rates and leads columns
Displays response rate and leads generation data. Response rates and leads data are taken from the metrics for each project (found in the Tracking tab).
(These fields are only in the custom version of the report.)
ROI
Displays ROI (Return On Investment) metrics (if defined) for the project.
(This field is only in the custom version of the report.)
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