Clarity: Managing Reports

Organizations thrive when the right information reaches the right people at the right time. Effective reporting plays a key role in achieving this by helping teams stay informed, aligned, and ready to act. From tracking project progress to monitoring portfolio performance, reports provide the visibility organizations need to plan confidently and make well-informed decisions.

Clarity addresses this need through its built-in Reporting capability, which transforms business data into meaningful insights. The Reporting workspace brings together three key areas—Data Providers, Report Designer, and Reports—to support the end-to-end reporting process, from preparing Data Warehouse data and designing reports to making published reports available to report consumers.

This course is designed for report consumers who need to access, analyze, and manage published reports in Clarity. Report consumers are the stakeholders who rely on reports to support their day-to-day responsibilities. Common report consumers include:

• Project Managers, who monitor project health and track progress.

• Resource Managers, who analyze allocation and capacity data.

• Project Sponsors, who review investment performance.

• Executives, who evaluate organizational trends and portfolio outcomes.

• PMO Analysts, who oversee reporting activities across the organization.

Upon course completion, you will receive a completion certificate and a Clarity Course Completion badge.

Throughout this course, you will learn how to:

• Locate and analyze published reports
• Automate report delivery
• Manage report outputs