Export Status Report

The Export Status Report plugin generates a formatted project status report as HTML and PDF, combining project activity, open issues, and (for internal users) earned value metrics onto a single page. The plugin is fully cross-platform — it works on Windows, macOS, and Linux and does not require Microsoft Excel or Microsoft Word.

Report Contents

Section Source
Project Manager, Stakeholders, Description, Date, Review Period The project's Managing Manager, team members with Receive Status checked, project description, and report date.
Activities in Progress / For Next Period / Completed Status Report Items on the Status tab of the Project Page, grouped by Category: In Progress, Starting, and Completed.
Issues Open Tracker Items (status New or Assigned) — Action Items and closed items are never listed here. Sorted by Priority, then Due Date.
Earned Value Project Metrics Calculated from the project's Budget, Actual, BCWP, BCWS, and BAC fields. Only shown when Internal Items is selected in the View menu — see Generate Internal Report below.
Appendix A glossary of the earned value terms used in the metrics table. See Earned Value Terms.

The Review Period shown on the report is calculated from the project's Status Report Period field:

Status Report Period Review Period
Monthly One month before the report date
Bi-Weekly 14 days before the report date
Weekly 7 days before the report date
None Left blank

Report Options

When you run the export, a dialog appears with the following options:

Option Description
Reporting Date The date used for the report header and to calculate the review period. Defaults to today.
Display Report when complete Opens the PDF after it is generated.
Generate Internal Report Adds the Earned Value Project Metrics section and includes tracker items marked Internal in the Issues table.
Generate HTML Report Saves the HTML file to the project folder in addition to the PDF.
Email Options Choose how (or whether) to send the report by email: Email as Inline HTML, Email as a PDF attachment, Email as an HTML attachment, or Do not email.

To export a status report:

  1. Right-click on the project in the Project List Page.
  2. Choose Export > Status Report.
  3. Set the Reporting Date.
  4. Check Generate Internal Report to include earned value metrics and internal issues.
  5. Check Generate HTML Report if you want to keep the HTML source file.
  6. Select an Email Option.
  7. Click OK to generate the report.

Report File Names and Locations

The plugin looks for a File/Folder Location with a description of "Project Folder" to determine where to save the generated reports. You can configure a sub-folder name where reports are saved by going to Plugins > Settings > Export Status Report. The default sub-folder is Project Management/Status Reports.

The output files are named using the project number:

  • [Project Number] Status Report.pdf
  • [Project Number] Status Report Internal.pdf (when Generate Internal Report is checked)

Email Integration

The plugin can send the report by email immediately after generation, to team members with Receive Status checked on the project's Team tab. Email delivery requires either Office 365 (Graph API, all platforms) or Microsoft Outlook (Windows with COM automation). See Outlook Integration for setup instructions.

Settings

To configure the export sub-folder:

  1. From the Plugins menu, choose Settings > Export Status Report.
  2. Enter the sub-folder name relative to the project folder where reports should be saved.
  3. Click OK.