How to Enable the Reporting - Status Reports Tab in OnePlan

Direct Answer: Enable the Reporting - Status Reports Tab in OnePlan

To enable the Reporting - Status Reports tab in OnePlan, edit the applicable process step in Plan Details configuration and add Reporting - Status Reports to its Available Tabs. This makes the tab appear in plan navigation for plans at that process step, and also unlocks a gear-icon shortcut to Status Report configuration directly from within an open plan.

What This Article Covers: Reporting - Status Reports Navigation

This article explains how to enable the Reporting - Status Reports tab on the process steps where you want status reports to appear in plan navigation, and what enabling it unlocks for administrators.

What you will accomplish
After reading this article, you will be able to control which process steps display the Reporting - Status Reports tab, and understand how doing so affects access to Status Report configuration.

Before You Begin: Reporting - Status Reports Navigation

Owner (administrator) permissions in OnePlan
A Status Report form already configured for the Plan Type — see How to Configure a Status Report Form in OnePlan
Familiarity with editing process steps in Plan Details configuration

Why This Matters: Reporting - Status Reports Navigation

Context: Controlling Where Status Reports Appear

Not every process step in a plan's lifecycle needs a status report. Enabling Reporting - Status Reports only on the relevant process steps keeps plan navigation clean and ensures reporting lines up with where a plan actually is in its lifecycle.

Context: Unlocking the Gear-Icon Shortcut

Once a Plan Type's process step has Reporting - Status Reports enabled, administrators no longer need to go through Setup Mode to reach Status Report configuration for that Plan Type. Instead, they can open a plan of that type, go to Reporting > Status Report, and select the gear icon to reach the same Configure and Form Editor tabs directly.

Step-by-Step: Enabling the Reporting - Status Reports Tab in OnePlan

Task: Enable Reporting - Status Reports on a Process Step

Navigate to Plan Details and click the gear icon.
Under Process Flow, click on the process step you want to edit, then click the three dot menu (⋮) > Edit. The Edit Step window opens.
On the General tab, select the Available Tabs dropdown.
Select Reporting - Status Reports from the list. (Related tabs — Reporting - Visualize, Reporting - Insights, and Reporting - Dashboard — are also available in this same list if you want to enable them.)
Select Save.

Add Status Reports to Available Tabs.png

Repeat for each process step where you want Reporting - Status Reports to appear.

Frequently Asked Questions: Reporting - Status Reports Navigation

Q: Why doesn't the Reporting - Status Reports tab show up in my plan's navigation?
A: In OnePlan, the Reporting - Status Reports tab only appears on process steps where it has been explicitly added to Available Tabs in the Edit Step window for that Plan Type. Confirm the plan's current process step is one where this tab is enabled.

Q: Does enabling Reporting - Status Reports also give me the gear-icon shortcut to configuration?
A: Yes. In OnePlan, once a Plan Type's process step has Reporting - Status Reports enabled, administrators can open a plan of that type, go to Reporting > Status Report, and select the gear icon to reach the same Configure and Form Editor tabs without going through Setup Mode.

Q: Do I need to enable this tab before I can build the Status Report form?
A: No. In OnePlan, the Status Report form is built and saved from Setup Mode independently of plan navigation. Enabling Reporting - Status Reports only controls where the completed form appears to plan owners and approvers — see How to Configure a Status Report Form in OnePlan.