Direct Answer: How Status Report Configuration Works in OnePlan
Status Report configuration in OnePlan is a structured process where an administrator enters Setup Mode, schedules reporting for a Plan Type, decides whether users can submit reports off-cycle, builds the report form, and controls which process steps show Reporting - Status Reports in plan navigation. Configuration is completed from Setup Mode, and — once a Plan Type's process step has Reporting - Status Reports enabled — can also be reached directly from an open Status Report using the gear icon.
What This Article Covers: Status Report Configuration
This article walks through the end-to-end process for configuring Status Reports in OnePlan, from entering Setup Mode through enabling reports in plan navigation, and explains how to control whether users can submit reports off-cycle.
What you will accomplish
After reading this article, you will understand the full Status Report configuration process and know which article to use for detailed steps at each stage.
Who This Article Is For: Status Report Configuration
This article is intended for:
- Admins and Portfolio Admins setting up Status Reports for one or more Plan Types
- PMO or governance leads defining what a status report captures and how often it runs
- Administrators migrating existing Status Report configuration knowledge to the new Setup Mode location
Status Report Configuration at a Glance
- Enter Setup Mode — Open Status Report configuration from Setup Mode, or directly from an open Status Report if already enabled for that Plan Type.
- Schedule and Set Behavior — Configure the schedule, decide whether to allow off-cycle submissions and plan-level schedule overrides, and configure snapshot and report settings for a Plan Type.
- Build the Form and Enable Navigation — Build the report form and enable Reporting - Status Reports on the applicable process steps.
- Confirm Reporting Behavior — Confirm scheduled and (if enabled) off-cycle submission behave as expected.
Step 1: Enter Setup Mode
In the access stage of Status Report configuration in OnePlan, you open Status Report configuration from Setup Mode.
Expand the left navigation, select Setup to enter Setup Mode, then select the Edit (pencil) icon next to Status Reports.
If a Plan Type's process step already has Reporting - Status Reports enabled, you can also open a plan of that type, go to Reporting > Status Report, and select the gear icon to reach the same configuration.
Key concept: Status Report configuration was previously only available through the backend admin pages. It is now accessible from Setup Mode, and, once enabled for a Plan Type, directly from an open Status Report as well.
Step 2: Schedule and Set Behavior
In the scheduling and behavior stage of Status Report configuration in OnePlan, you select a Plan Type and configure when reports are generated and how users can submit them.
This stage covers:
- Selecting a Plan Type to configure
- Setting the Schedule Type, timing, Report Steps, Owner Field, and Approver Field under Schedule Configuration
- Deciding whether to enable Allow Manual Status Report Creation (off-cycle submission) and Allow Plan-Level Status Report Scheduling under Status Report Behavior
- Configuring Snapshot Settings, which capture historical values for Trend Fields
- Configuring Report Settings, including page orientation
For step-by-step instructions, see How to Configure Status Report Settings in OnePlan.
Key concept: Selecting a field under Trend Fields in Snapshot Settings captures its historical values, but does not by itself produce a trend graph. A Trend calculation must also be configured on that field under Fields > Calculations. See Manage Field Calculations.
Step 3: Build the Form and Enable Navigation
In the display configuration stage of Status Report configuration in OnePlan, you build the report form and control where Reporting - Status Reports appears.
This stage covers:
- Building the form in the Form Editor using the same drag-and-drop editor as Plan Details
- Adding Plan Fields, Report Fields, and Summary Fields to the form
- Copying the form to another Plan Type
- Enabling Reporting - Status Reports on the applicable process steps in Plan Details
For step-by-step instructions on building the form, see How to Configure a Status Report Form in OnePlan. For step-by-step instructions on enabling plan navigation, see How to Enable the Reporting - Status Reports Tab in OnePlan.
Step 4: Confirm Reporting Behavior
In the verification stage of Status Report configuration in OnePlan, confirm that scheduled and, if applicable, off-cycle submission behave as intended for the Plan Type:
- Scheduled submissions — Reports generate automatically based on the Schedule Configuration set in Step 2.
- Off-cycle submissions — Only available if Allow Manual Status Report Creation was enabled in Step 2. Users can manually submit a status report for an individual plan outside the regular schedule, so important updates aren't delayed.
- Plan-level schedule overrides — Only available if Allow Plan-Level Status Report Scheduling was enabled in Step 2. A plan manager can set that individual plan's own schedule, independent of the Plan Type schedule.
Off-cycle and scheduled submissions use the same Owner, Approver, form, and approval process, so status reports submitted off-cycle follow the same approval workflow as scheduled reports, preserving governance and auditability regardless of when a report is submitted.
For end-user steps on submitting a report on or off schedule, see How to Submit a Status Report in OnePlan. For end-user steps on setting a plan-level schedule, see How to Set a Plan-Level Status Report Schedule in OnePlan.
Frequently Asked Questions: Status Report Configuration
Q: Where do I configure Status Reports in OnePlan?
A: In OnePlan, Status Report configuration is accessible from Setup Mode — expand the left navigation, select Setup, then select the Edit icon next to Status Reports. If a Plan Type already has Reporting - Status Reports enabled, it can also be reached directly from an open Status Report using the gear icon.
Q: Do I need to configure anything extra to allow off-cycle status report submissions?
A: Yes. In OnePlan, an administrator must enable Allow Manual Status Report Creation in the Status Report Behavior section for that Plan Type. It is not on by default.
Q: Does an off-cycle submission skip the approval process?
A: No. In OnePlan, status reports submitted off-cycle follow the same approval process as scheduled reports, preserving governance and auditability.
Q: What does Allow Plan-Level Status Report Scheduling do?
A: In OnePlan, enabling Allow Plan-Level Status Report Scheduling adds a Schedule Configuration option to a plan's status report (⋮ menu), letting a plan manager set that individual plan's own Schedule Type — Default, Off, Weekly, Monthly, or Periodic — without affecting other plans of the same Plan Type. See How to Set a Plan-Level Status Report Schedule in OnePlan.
Q: What order should I configure Status Reports in?
A: In OnePlan, configure the schedule and behavior for a Plan Type first, then build the form and enable Reporting - Status Reports in plan navigation. Configuring the schedule first ensures the Plan Type and process steps you need are already defined.
What to Do Next: Status Report Configuration
Configure the schedule:
Configure the form and navigation:
Configure trend graphs:
Learn about the feature:
See it from the end-user side:
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