How to Access Your Status Reports in OnePlan

Direct Answer: Accessing Your Status Reports

To access your status reports in OnePlan, use one of five entry points: Home Page Insights, the Home Page Plans panel, My Portfolio, the Status Reports area in the main navigation, or the Reporting menu within an individual plan. Each entry point takes you to the same status report, so you can pick whichever fits how you're already working.

What This Article Covers: Status Reports

This article explains the different ways to find and open a status report that needs your attention in OnePlan.

What you will accomplish
After reading this article, you will be able to locate a status report from your Home Page, your portfolio, the dedicated Status Reports area, or from within a plan.

Before You Begin: Status Reports

Status Reports configured for your Plan Type by your OnePlan administrator
Access to at least one plan where you are the configured status report Owner or Approver

Why This Matters: Status Reports

OnePlan surfaces status reports from several places because people work differently — some start their day from the Home Page, others work from a portfolio view, and others go straight into a specific plan. Knowing all the access points means you're never more than a click or two away from a report that needs your attention, whether it's due on schedule or you need to create and submit one ahead of schedule.

Step-by-Step: Accessing Your Status Reports in OnePlan

Task: Access from Home Page Insights

If a status report is due or ready for submission and approval, you'll see it in your Insights.

Select View Details to see all status reports that require your attention.
Select View Plan to open the status report for that plan.

Task: Access from the Home Page Plans Panel

Select the hamburger menu.
Go to Reporting.
Select Status Reports to display the status report that requires your attention.

Task: Access from My Portfolio

If you have access to your organization's portfolio:

Navigate to the portfolio view.
Find your plan.
Select the hamburger menu, then select Reporting > Status Reports.

Task: Access from the Status Reports Area

Select Status Reports from the main navigation menu to see a view of all open reports you need to complete, review, or submit for approval — or, if you are an approver, reports waiting for your review.

Task: Access from the Plan Reporting Menu

From within a plan, select Reporting.
Select Status Reports from the drop-down menu (alongside Visualize, Insights, and Dashboard).

Status Report Drop Down.png

Frequently Asked Questions: Status Reports

Q: Which is the fastest way to access a status report in OnePlan?
A: In OnePlan, Home Page Insights is typically the fastest way, since it surfaces status reports that are due or ready for your attention without requiring you to navigate to a specific plan or portfolio first.

Q: Do all five access points show the same status report?
A: Yes. In OnePlan, each access point opens the same underlying status report for a plan — they're just different starting points based on how you're already navigating.

Q: Can I access a status report that hasn't been created yet?
A: In OnePlan, if a status report has never been created for a plan, most access points will show an option to create one instead of an existing report. See How to Create and Update a Status Report in OnePlan for next steps.