Reporting

Routing Sheet report

The Routing Sheet report shows the status of tasks within a project, and indicates which tasks need to be signed off before subsequent tasks can begin.
note
This report is available only if you are licensed for the Project Management module.
To view and print the Routing Sheet report, do one of the following:
  • Choose File > Print Reports. In the
    Print Reports
     screen, select Routing Sheet in the available reports pane and then the
    Select
     button.
  • If you have security privileges, right-click in the
    Manage Projects
     screen and choose
    Preview Routing Sheets for Selected Projects
    , then
    Preview
     from the context menu.
    note
    You can also choose
    Preview Routing Sheets for Selected Projects
     then
    Select Report
     to select any custom report that is based on the Routing Sheet report and set options for the selected report.
Important security note
When you enable security privileges for a report on the Security Groups setup screen, DT Practice may also enable privileges to view the data available on the report. Conversely, removing privileges for viewing data may also remove privileges for related reports. Consult the
Privileges changed
 pane on the Security Groups setup screen to see all privilege changes that are triggered by enabling access to a report.
For this report, if no privileges are already enabled for the following security option(s), full privileges will be enabled.
  • Data > Projects > View
If your firm has multiple offices, you may want to rescind privileges to information for other offices.

This article applies to:

  • Product: DT Practice