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Planview Customer Success Center

FAQs for report consumers

As we rollout Changepoint Analytics to replace Cognos Report Studio as Daptiv PPM’s default report authoring tool, the options and experience for report consumers may change slightly. This article addresses some common questions about user experience for consumers of reports created in Changepoint Analytics.

Q: Who are report consumers?

A report consumer is any enterprise member, who has access to the Reports tab but does not have a report author license.

Q: What functionalities are available for report consumers?

Report consumers can navigate to the Reports tab in PPM to:

  • View reports
  • Run reports
  • Import reports into Microsoft Office applications

Q: For non-report authors, what will the Reports tab look like in Cognos Report Studio vs Changepoint Analytics?

For Cognos Report Studio: When the user does not have report author permissions, the ‘Open Query Studio’ and ‘Open Report Studio’ links (see below screenshot) will not show up in the top left menu on the Reports tab.

For Changepoint Analytics: When the user does not have report author permissions, the ‘Open Changepoint Analytics’ link (see below screenshot) will not show up in the top left menu on the Reports tab.

Q: What are the formats available to view a report?

The options in the image will show up when a report consumer clicks on the triangle icon next to the report name in the table.

Note: Once your enterprise migrates to Changepoint Analytics, you will no longer have the option to view reports in Excel 2002 format.

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Q: Can report consumers receive reports by email?

Yes, report consumers still have the option to receive reports via email.

Q: Can report consumers drill through to a sub report?

Yes, report consumers can drill through a sub report.

Q: What are the options available in the Actions menu for report consumers?

The options in the Action menus remain the same between Cognos Report Studio and Changepoint Analytics.

Q: What are the options in the ‘More Views’ drill down on top of the page?

Changepoint Analytics does not add any new view options.

Q: What are the options in the ‘Page Options’ drill down on top of the page?

Changepoint Analytics does not add any new Page Options.