Using Report Builder
Cora PPM · End-User Enablement Guide
A self-service tool for pulling exactly the project data you need, in the format you need it, without waiting on IT.
Module | Reports › Report Builder |
|---|---|
Entry Point | Project Home › Saved Reports |
Audience | PMs, PMO, Portfolio Leads |
Output | On-screen and Excel export |
What is Report Builder?
Report Builder is Cora PPM's self-service, ad-hoc reporting screen. It assembles a custom report from your live project data: you choose what to report on, which sections to include, how to filter it, and how to sort it, then run it on screen or export it to Excel.
It's reached from a project's Project Home page, under the Saved Reports panel. Unlike a fixed, pre-built report, every field on the Report Builder screen is a choice you make: report on a project, an organisation, a strategy, or a KPI; pull in whichever detail sections are relevant; and save the combination for anyone to re-run later exactly as configured.
In short: Think of it as building your own report template on the fly — no developer, no support ticket — scoped to precisely the data you need, and reusable the next time you need it.
Why Use It?
A canned report is either too broad or missing the one field you need. Report Builder is built to close that gap.
Self-service — Assemble your own data cut without waiting on IT or a report that almost fits.
Always current — Every run reads the live project data, so there's no stale copy to second-guess.
Repeatable — Save a configuration once and re-run it whenever you need a refresh.
Precisely scoped — Headings, filters, and sort order are user-controlled.
One tool, four report shapes — The same screen builds Project, Organisation, Strategy, and KPI-centred reports.
Common Use Cases By Project Type
Project Type | Use Case | What to Pull |
|---|---|---|
? Manufacture-to-Order | Order status for an ops review | Tasks and Milestones for a work order |
? Manufacture-to-Order | Capacity by discipline | Resources/Skills by strategy |
? Manufacture-to-Order | Supply-chain exposure | Dependencies and Risks |
? Pharma & Life Sciences | Portfolio review pack | Benefits and KPIs across programmes |
? Pharma & Life Sciences | Study status | Milestones and Risks for a trial |
? Pharma & Life Sciences | Compliance evidence | Documents and Approvals |
?️ Capital Projects | Spend-to-date pack | Project Details and Actuals by organisation |
?️ Capital Projects | Cost exposure | Change Requests and Risks |
?️ Capital Projects | Vendor status | Vendor/contractor detail |
?️ GovCon | Task order status | Tasks and Actuals |
?️ GovCon | Staffing report | Resources/Skills by contract |
?️ GovCon | Deliverable readiness | Risks and Documents |
Glossary
Term | Definition |
|---|---|
PPM | Project Portfolio Management — running many projects as one coordinated portfolio. |
KPI | Key Performance Indicator — a tracked project or portfolio metric. |
RAG | Red–Amber–Green — the traffic-light status shown on projects and KPIs. |
MTO | Manufacture-to-Order, also Make-to-Order — production only begins once an order is confirmed. |
GovCon | Government Contractor — a company delivering work under a government contract or task order. |
CapEx | Capital Expenditure — funds spent acquiring or upgrading long-life assets. |
OpEx | Operating Expenditure — day-to-day costs of running the business. |
WBS | Work Breakdown Structure — the hierarchical breakdown of a project's tasks. |
GxP | Good 'x' Practice — the family of pharma quality/compliance standards, such as GMP, GCP, and GLP. |
SOW | Statement of Work — the contractually defined scope of a task order or contract. |
CDRL | Contract Data Requirements List — deliverables a GovCon contract requires be submitted. |
DCAA | Defense Contract Audit Agency — audits GovCon cost/timesheet compliance. |
How to Build a Report in Report Builder
Open Report Builder — From a project's Project Home page, open the Saved Reports panel and click Report Builder.
Start new, or reload a saved report — Use the report selector at the top to start fresh or reload a previous configuration.
Choose the report Type — Select Project, Organisation, Strategy, or KPI.
Pick what the report covers — Check one or more items in the tree picker for your chosen Type.
Narrow it further with a filter formula — Click Edit next to the filter formula box to build a custom filter expression.
Select the headings to include — Move the data sections you want into the selected list.
Set Show, Include, and Order By — Add context columns, include archived/sub-items, and set the sort order.
Save the configuration — Click Save and name it for recurring use.
Run it — Click Run to generate the report on screen.
Export to Excel — Use the export control in the page footer to download the report as an Excel workbook.
FAQ
Question | Answer |
|---|---|
Can I export to PDF instead of Excel? | No — Report Builder's export is Excel only. |
Can I schedule a report to run and email itself automatically? | Not from this screen. Reports run on demand when you click Run; save the configuration so re-running it later takes one click. |
I don't see KPIs, Benefits, or Vendors as heading options — why? | Report Builder only offers sections that are enabled for your tenant. Ask your Cora administrator if you expect to see one that's missing. |
Who can see a report I save? | This depends on your tenant's configuration and permissions setup. Check with your Cora administrator if you need wider visibility. |
Why did a new field appear after I picked a heading? | Some headings need one more piece of scoping, such as how many days ahead to look or how many prior baselines to pull. |
My report needs data from several projects at once — can Report Builder do that? | Yes — the picker supports selecting multiple projects, organisations, strategies, or KPIs, depending on report Type. |
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