Clarity: Reporting Essentials

Welcome to the Clarity Reporting Essentials course. This course provides a structured, hands-on introduction to the Reporting Workspace in Clarity, enabling you to create, manage, and analyze data-driven reports with confidence.

Modern organizations rely on clear, accurate, and accessible reports to make informed decisions. In this course, you’ll learn how Clarity’s reporting capabilities bring together project, financial, and resource data into meaningful insights that support effective decision-making at all levels.

Personas in Focus

This course is designed for two key personas:

• Report Designer – A power user or PMO analyst who builds reports in the Report Designer. You will learn how to connect data providers, configure attributes and metrics, and create visually engaging dashboards tailored to business needs.
• Report Consumer – A manager, project sponsor, or executive who consumes reports in the Reports tile. You will learn how to view, filter, schedule, and export reports for day-to-day decision-making.

This course is targeted towards Clarity 16.3.3 and higher releases.

Upon completion, you will receive:

• Enterprise Software Academy - Certificate of Completion
• Clarity Course Completion badge

Value: 800 points

• Understand Data Providers – Learn the role of Data Providers, and how to select, configure, and copy them to form the foundation of your reports.
• Design Custom Reports – Use the Report Designer to create dashboards with charts, tables, and metrics tailored to business needs.
• Apply Filters Effectively – Explore report-level, tab-level, and widget-level filters to refine your results.
• Work with Attribute Groups – Organize financial and project data into structured containers for clarity.
• Optimize Layouts – Build both responsive and fixed layout reports, understanding their use cases.
• Manage Reports – As a Report Consumer, learn how to access, filter, schedule, and export reports.