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FHE :: Lesson 17 :: Topic 3 :: Generate Planning Reports

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This article is a part of the Self-paced Learning Series for the Course: First-Hand Experience of Worksoft SaaS.

Please refer to the link for more details on the Course.
 
 Mapping the Worksoft SaaS feature to the Course Context :: Lesson 14:: Topic 3


1. Generate reports in Planning 
Reports under planning are generated manually, steps to generate reports for Traceability and Automation Activity and Capacity planning are same. 


2. Practice
  1. Click Menu and from Analytics click and select Treeview. 
  2. Click Planning and then click Traceability and Automation activity
  3. Click Customize Report and enter the start date and end date. ( Select time period for which you wish to generate report
  4. Click Generate Report.
  5. It should take less than 2 minutes to generate report.




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