Lesson 10: Generate report
In this lesson, you generate a report for all the business needs in the My Projects view. The report displays each business need with attributes and the status of the business needs.
Video: How to generate a report
Steps
1 Log in to Focal Point as Tim Jeffs , who is an user with administrator rights and can create a report.
2 Click the Settings icon
and, from the Configure group, click
Generate Report .
3 Click Add Report Type .
4 Retain Focal Point as Report Target and click Next .
5 In Title, type CLM report .
6 In Format, select PDF and click Next .
7 Click the Edit icon, select Projects , and click Next .
8 Click All Members and click Next .
9 Click CLM report and for Prepared by type Tim Jeffs.
10 Click Generate Report .
The report is generated for the My Projects view.
Lesson checkpoint
In this lesson, you learned to generate a report.
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