Standard Reports for Stages

Stages provides a list of standard reports. Reports that analyze process content are optimized for the Unified Configuration Metamodel. If adoptions are required for your customized metamodel and content, please contact your product consultant.

Association Overview

For all elements of the selected type, the report creates a matrix of their associations to elements of other types.
This report generates results formatted for Excel; you must export to XLSX format to view the results.

Purpose: Verify element associations within context of overall process. Identify elements with no associations that require integration or might be unused.

Limitation: This report is limited to 100 process elements of selected element type.

Download Available since: Stages V7.5 (Updated 2023-08-03; Build 3924)

Comments Analysis

This report shows all comments added to process elements in the current workspace and optionally its subworkspaces.

Purpose: Analysis of user or reviewer feedback on the process.

Download Available since: Stages V7.5 (Updated 2023-06-22; Build 3777)

Compliance Overview

This report has to be executed from a reference-model workspace!

This report gives an overview of compliance traceability for a reference model from all processes in Stages.
The report shows the reference model requirements and processes that map to them, with the number of elements in the process and compliance rating.

Purpose: Understand how your processes comply with the reference model requirements. Identify gaps in coverage and compliance. You can also identify where elements have been mapped, but no compliance rating has been assigned.

Download Available since: Stages V7.7 (Updated 2023-11-30; Build:4322)

Compliance Traces - Process Perspective

For the current process version this report shows the mapping from process elements to regulatory requirements in reference models to indicate compliance.
You must run this report from a process workspace (not from the reference model).

Purpose: Understand how your processes comply with the reference model requirements. Identify gaps in coverage and compliance.

Download Available since: Stages V7.1 (Updated 2023-11-24; Build 4316)

Compliance Traces - Reference Model Perspective

This report generates compliance mapping information from the reference model perspective. For the selected scope, it shows the reference model requirements and the elements in the selected processes that have been mapped to those requirements to indicate compliance.
The report has to be executed from a reference model workspace.

Purpose:Understand the compliance mappings between your processes and the reference model and identify any gaps to be addressed.

Download Available since: Stages V7.5 (Updated 2023-10-12; Build: 4174)

File List

This report lists all defined Work Products with any files that have been uploaded or linked for those Work Products for a process instance.

Purpose: For a program or project instance, get an overview of all Work Products and which ones already exist, including their status.

Download Available since: Stages V7.5 (Updated 2023-09-08 Build:4086)

Guidance Overview

This report lists all guidance elements in the selected version of the process workspace, including any files provided for the element. Set the Guidance Type parameter to limit results to a specific subtype of guidance element.

Purpose: Review all available guidance for the process without having to navigate through the process.You can also verify that the correct files and file versions are provided for the guidance elements, or identify elements that are missing files.

Download Available since: Stages V7.5 (Updated: 2023-07-06 Build:3843)

License Usage

This report shows how many licenses of each type were used during the selected timeframe.

Purpose: Understand overall system usage, usage trends, and license demands.

Download Available since: Stages V7.1 (Updated 2023-02-24; Build 4485)

Local Elements

This report lists elements created locally or overwritten in this workspace, as well as locally created associations for the current version of the workspace.

Purpose: Use this report in integrated and instantiated workspaces to understand any changes made directly in the workspace and how the workspace content varies from the original process content.

Download Available since: Stages V7.5 (Updated 2023-08-31; Build 4025)

Process Changes

This report shows the number of process elements changed over time for this workspace and optionally its subworkspaces.

Purpose: Understand rate of change to assess progress in process definition and process stability.

Download Available since: Stages V7.1 (Updated 2023-11-23; Build 4311)

Process Interfaces

This report lists all associations to other workspaces from the current version of the workspace. Interfaces are grouped by target workspace.

Purpose: Understand the dependencies between workspaces as well as what interfaces are available. To avoid missing associations, these workspaces should be released together.

Download [Available since: Stages V7.5 (Updated: 2024-02-06 Build: 4424)]

Process Version Usage

This report shows all the process modules used by the current process, or all of the processes using the current process module. The report recurses through up to 4 levels of module usage and includes versions for each process and module.

Purpose: Overview for the Process Architect which modules are integrated. Use the version information to identify where you might need to update modules to the current valid version.

Download Updated: 2023-09-28 (Build: 4139)

Project Plan Export

This report generates data for generating a project plan in another application. For the selected process, the report includes activities with sequence and hierarchy information, roles, and inputs and outputs.

Purpose: Export process information from Stages and import the process into a project planning tool for execution and tracking.

Download Available since: Stages V7.2 (Updated 2023-09-01; Build 4043)

MS Project Export with Phases

This report generates data for generating a project plan in another application. It lists all Workflows and Activities in the current version of the workspace, in sequence grouped by phases and milestones, with assigned users.

Purpose: Export process information from Stages and import the process into a project planning tool for execution and tracking.

Download Available since: Stages V7.5 (Updated 2023-11-09 Build:4252)

Role User Assignments

This report lists all roles from the current version of the workspace and which users are assigned to these roles.

Purpose: Use this report for project-specific process instances to understand who is involved in the project and in what capacity. You can also identify roles where no user is assigned.

Download Available since: Stages V7.5 (Updated 2023-06-22; build 3773)

Tailoring Report

This report provides an overview of tailoring changes made to the process, including local and overwritten elements and tailoring justification. Intended for integrated and instantiated processes.

Purpose: Understand what has been added, removed, or changed from the original process and why.

Download [Available since: Stages V7.1 (Updated 2024-02-15; Build:4423)]

Tailoring Statistics

This report provides the statistics of the tailored elements in the current version of the workspace. It lists the statistics grouped by process areas.

Purpose:

Download Available since: Stages V7.1

Unique Users

This report shows the number of unique users logged into Stages over the selected time range.

Purpose: Understand adoption and usage of Stages over time.

Download Available since: Stages V7.1 (Updated 2024-02-29; Build 4496)

Unresolved Process Interfaces

This report lists all interfaces to other workspaces from the Working Version and Valid Version of the current workspace. Interfaces are grouped by target workspace.

Purpose: Understand dependencies between workspaces, including what interfaces are released in the Valid Version. Identify unreleased interfaces and which target workspaces must be released to resolve those interfaces.

Download Available since: Stages V7.10 (Updated: 2023-07-07 Build: 3853)

Usage Report

For the selected date range, this report shows a monthly count of the number of unique users accessing the Stages system, the total hours of active usage for all users, and the calculated average usage time per user for the month.

Purpose: Understand overall Stages usage including number of users and average time spent on the system.

Download Available since: Stages V7.5 (Updated 2023-09-29; Build 4149)

Work Product RASIC

This report lists all the Work Products in the current process version and the Roles that contribute to each Work Product.
Because there is no direct association between Work Product and Role, the report derives the relationship based on the Role's RASIC association to the Activity where the Work Product is an output.

Purpose: Understand which roles are responsible for or contribute to each of the Work Products.

Download Available since: Stages V7.8 ( Updated 2023-09-29; Build 4148)