Thane Vajda, Customer Success Manager, walks through Progress Reports in CxAlloy, an often underused reporting tool that captures what was completed and what came up during any reporting period. Using a sample project, he shows how progress reports pull from your history records, how status values and workflows decide what counts as completed or new, and how to build focused issue and testing reports with the right level of detail. He also covers using status permissions as a built-in quality check, and when to reach for the report generator instead.

What to expect:

• Generating progress reports for any reporting period to capture completed and new work
• How status values and workflows decide what shows up as completed or closed
• Using statuses that sit outside a workflow so items like “complete with open issues” still get captured
• Building focused issue and testing reports, and choosing list or detailed views with photos and files
• Using status permissions as a quality check on who can mark work complete
• When to use a quick progress report versus the report generator for detailed, repeatable reports