Parameterized Report

You are shown a filter screen first, such as project, programme, date range, status, skills, or risk level. The report renders once you run it.

Report Builder Page

You choose the data area, filters, and output columns, then save that combination for reuse.

Direct Report

The report opens directly into results with its own built-in filtering.

Portfolio Management

• Portfolio Health

• Baseline Reports

• Funding Report

• Report Builder

Project Management

• Milestone Analysis

• Milestone Activity

• Project Summary

• Lessons Learned Analysis

Financial Management

• Cost Management

• Phase Breakdown

• Financial Budget Analysis

• Cash Flow Profile Report

Governance and Decision Support

PMO leads and sponsors use portfolio- and project-level reports to make stage-gate and go/no-go decisions without chasing status updates manually.

Financial Control

Finance and project controllers use cost, phase breakdown, and budget-variance reports to track spend against plan and flag overruns early.

Resource and Capacity Planning

Resource managers use availability and skill-matching reports to identify over-allocation, free capacity, and thin skills across the pipeline.

Accountability and Audit

Audit Trail and system-administration reports provide a defensible record of who changed what.

Client and Contract Billing

Billable and time-analysis reports turn logged effort into invoicing and utilization figures.

Self-Service Without IT

Report Builder lets users assemble filtered, column-picked views and save them for reuse.

? Manufacture-to-Order

Job-shop capacity and margin. Each order is a distinct project competing for the same skilled labor and equipment.

• Skill Availability — confirms a required trade or certification is available before a new order is committed.

• Resource Availability — spots over-allocation across concurrent orders.

• Cost Management / Phase Breakdown — tracks actual vs. planned cost per order phase.

? Pharma and Life Sciences

Traceability and stage-gate discipline. Reporting supports regulated change-control and documented delivery.

• Audit Trail — provides the “who changed what, when” record.

• Milestone Analysis — tracks progress against regulatory and clinical milestones.

• Documentation Report — confirms required documents and artefacts are current.

?️ Capital Projects

Capex discipline over long horizons. Multi-year builds rely on tracking committed vs. actual spend phase by phase.

• Phase Breakdown — shows planned vs. actual cost by phase.

• Cash Flow Profile Report — projects spend timing forward.

• Baseline / Baseline Comparison — quantifies schedule and cost drift.

?️ Government Contracting

Cost accountability under contract. Public-sector and defense contracts require demonstrable control and auditability.

• Financial Budget Analysis — supports the cost-performance narrative.

• Audit Trail — backs up contract compliance and internal-control reviews.

• Management Analysis Report — rolls status up for oversight meetings.

PPM

Project and Portfolio Management — planning, tracking, and governing projects as a portfolio, not just individually.

SAP

An enterprise resource planning (ERP) system many customers integrate with. The Project SAP Transactions Report surfaces SAP-sourced financial transactions against a project.

EVM

Earned Value Management — a cost and schedule performance technique comparing planned, earned, and actual value.

KPI

Key Performance Indicator — a defined metric tracked against a target.

GovCon

Government Contracting — delivering projects under a government or public-sector contract.

MTO

Manufacture-to-Order — a production model where each customer order triggers its own project rather than building to stock.

Report Groups

The categories themselves, including create, edit, delete, reorder, and visibility settings.

Reports

URL-based report definitions. Adding new entries is disabled in the shipped UI.

Telerik Reports

Upload and manage Telerik report definition files, where licensed.

Export / Import

Back up or move the category structure as an XML file.

Templates

PowerPoint-style report templates used by slide or deck-generation reports.

PV / LV / SV

A project variable, by ID.

ID / FD / SD

A project custom-detail field, by ID.

UD

A user field, by ID, including role and administrator flags.

SC

A system constant, by ID.

R

A Custom Register field, by ID.

TODAY

The current date.

Why Do I Not See Every Category or Report Other Colleagues Have?

Visibility is controlled by role, permissions, license, and administrator configuration.

What Is the Difference Between a Regular Report and Report Builder?

A standard report has a fixed layout. Report Builder lets you choose the data area, filters, columns, and saved configuration.

Can I Save a Report so I Do Not Have to Re-Set Filters?

Yes, for Report Builder-style reports. Shared administrator defaults are marked “system” and are read-only for regular users.

Can Reports Be Scheduled or Emailed Automatically?

Not as a built-in feature of this catalog. Check with your Cora administrator or account team for options outside the standard Reports screen.

What Formats Can I Export To?

Most reports offer Excel, Word, PDF, and HTML. Exact formats vary by report.

Where Is Earned Value Management Reporting?

EVM lives outside this catalog as a separate project-dashboard capability configured by an administrator.

Does the Search Box Search Inside Reports?

No. It filters visible report names on the catalog screen only.

Who Decides Which Reports Exist in Our Catalog?

Administrators manage the catalog, including categories, reports, ordering, and visibility rules.