Creating an assignment report

Users defined as administrators or project managers can create assignment reports. Specify search criteria to create assignment reports consisting of the assignments that you have created. Reports can be sorted, searched, and saved as comma-separated value (.csv) files.

To create an assignment report:

Click Assignment Reports on the Assignments tab.

The Assignment Reports window opens.

Click Clear Filters to clear the search filters and click Search to display your assignments. The assignments that have been created by you, assigned by you, or assigned to you are displayed. To narrow your search, use the following search filters. Click Search when you are done specifying search criteria.

Search filter	Description
Project	Select a project to search for assignments that involve the target project. Select a directory to search for assignments that involve projects located in the selected directory. Click the eraser graphic to clear the field.
Created By	Select a user to search for assignments created by the target user.
Assigned By	Select a user to search for assignments assigned by the target user.
Assigned To	Select a user to search for assignments assigned to the target user.
ID	Specify the ID to search for assignments by the ID assigned to the assignment when it was created.
Description	Specify a search term to search for assignments containing the target term. The field is not case-sensitive.
Status	Select a status state to search for assignments by their current status state.
Assigned After	Select a date to search for assignments assigned after the target date. Click the calendar graphic to open a calendar view. Click the eraser graphic to clear the field.
Assigned Before	Select a date to search for assignments assigned before the target date. Click the calendar graphic to open a calendar view. Click the eraser graphic to clear the field.

The assignments that meet the search criteria are displayed in the search results table. Click a column heading to alphabetically sort the results by that column. Click a project name link to launch the project in the Publisher.

To view or save the Assignments Report as a comma-separated value .csv file, click Download CSV. Click Clear Filters to start another search.