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, click Routing Sheet in the available reports pane and then click the Select button.
  • If you have security privileges, right-click in the Manage Projects screen and choose Preview Routing Sheets for Selected Projects > Preview from the context menu.
    note
    You can also choose Preview Routing Sheets for Selected Projects > 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, Digita Practice Advanced 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: Digita Practice Advanced