Skip to main content
If you are a Planview customer, sign in to enable additional content.
Planview Customer Success Center

Custom Reporting with Report Builder

▲ Analytics and Reporting in Planview Enterprise

Catalog Image.png The embedded Microsoft Reporting Services platform in Planview Enterprise provides the capability for creating customer specific custom reports

Customers can develop their own reports or can engage the Global Reporting Services (GRS) team in Planview Consulting to specify and develop custom reports.

Click here to learn more about the GRS Custom Report development process.


Catalog Image.png

Customer Reporting Related Topics

Browse topics relating to Custom Reporting with Reporting Services

This topic summarizes the end-to-end process for custom report development through the Global Reporting Services (GRS) team in Planview Consulting Catalog Image.png Catalog Image.png Open Enrollment Classes are a great opportunity to learn more about Planview Enterprise

Click here for a detailed course description...
Following the installation of the Add-In to Outlook, users can access Report Tiles, including RPM Analytics and Custom Reports from within Outlook, connecting to their Planview Enterprise server to execute and view the reports Catalog Image.png Catalog Image.png The Report Subscription capability allows a report (RPM Analytics or Custom Report) to be executed automatically based on a specific set of parameters and the resulting report can be emailed as attached export


 Click on a box to learn more






View How-to, Product Help, E-learning and Best Practice Content

QuickStart - Report Builder: collected links and information to get you started with using Report Builder in the Analytics and Reporting Portal.