Cross Project Reporting

Each FootPrints Project is contained in a separate sub-database.  Each Project has its own fields, users, and other options.  You may be a member of one Project or you could have membership in several Projects.  If you are a member of two or more Projects, and your Role allows it, it is possible to create a report that includes data from multiple Projects.

Create a Cross Project Report

1. Select Report | Cross Project from the FootPrints Toolbar.
2. Step 1: Included Projects—Highlight the Projects to be included in the report.  Hold down the CTRL key to select multiple Projects.
3. Formatting—Select the heading and formatting options for the report as detailed in Custom Reports. An additional column, Project Name, is available to display the name of the Project for each Issue in the report.
4. Criteria—Cross-project reports can include built-in fields like Title, Description, Status, Priority, etc.  In addition, any custom Project or Address Book fields that are common to all Projects included in the report are available.  Project and Address Book fields that are not common to all Projects selected for the report do not appear.
5. When you are finished customizing the report, click GO .
6. The results of the report are displayed in a new browser window, specifying the Project for each Issue.

Note on Permissions

Reports can be restricted based on a user's Role.  Cross-Project reports may not be available if your role does not allow access.  Please consult your FootPrints administrator for more information.

NOTE

Cross-project reports do not work for a person who is an Agent in one Project and a customer in another.  If an Agent creates a Cross-project report, the results do not contain Issues from the Project in which the Agent is a customer.