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Planview Customer Success Center

Reports Overview (Beta)

Welcome to the new PPM Pro reporting! This easy-to-use, robust report designer and engine allows you to quickly access your data and build meaningful reports, ensuring that what you pull out of PPM Pro shows the value of what you put in it. You can or will be able to sort, group, aggregate, and drill into your data (some of these still to be added) to produce a wide variety of report types (list, heatmap, line, spiderweb, donut, pie...to name a few) to meet the needs of your report consumers.

The report designer includes a Preview Pane that supports an iterative approach to building reports. Each time you make a change to your report definition, that change is reflected in real time in the Preview Pane using a small set of sample data. This constant feedback streamlines the report building process. When you want to see your own data, simply save and run. Note that the Preview Pane uses sample ("dummy") data for top-level entities (such as displaying Project 100001 for a project title) in order to offer the most performant experience. For data that likely won't affect performance, we use your actual data. For example, column data drawn from lists is using actual data because it is usually a small enough amount that it won't affect performance. If the field doesn't have a list behind it, we generate the data from scratch - lorem ipsom for text fields, random number generator for numeric fields. Dates are also randomly generated.

For users familiar with the legacy reporting system, take a look at Reporting - Then and Now for a comparison of legacy vs "new" reports.

Getting Started

Currently, the new reporting feature is available and enabled in sandboxes only. However, in order to see the new Reports top-navigation link, your PPM Pro administrator will need to set up a permission profile. The easiest thing to do is give global permissions to view/edit reports to all the users who will be trying it out. For example, you can create a group called New Reports Testers, and then give that group global rights to the feature, as shown below. Permissioned users will see a "Reports" link/icon, which is new reports, and a "Legacy Reports" link/icon, which is the legacy report feature:

report_permissions.png

Where to go First?

The configuration of the report definition takes place in the "report designer". The designer opens in a new window/tab when you click the New button on the Reports List page. 

  • When you create a new report, the report designed opens to the General tab. 
    • Click the Topic droplist to see a list of reportable "themes" that describe what the report is generally about: specific entities such as projects, tasks, issues, portfolios, and resources, or broader-themed and more complex reports that show time series data, portfolio-project relationships, audit history and KPI trends, and resource planning. Note that currently the broader themed/complex reports are not supported (and are not shown in the Topic droplist), these will be added in the future.
    • Click the Type droplist to see a list of supported output types.
  • To add fields to your report, go to the Data tab. See Understanding the Field Path, which is the mechanism for including related fields.
  • To add and format heading text - at multiple levels - as well as configure a legend (for relevant report types), go to the Display tab. Note that List report types are different than the other types, allowing the majority of its display options to be configured directly in the preview pane.
  • To give other users, groups, or units access to the report, see the Team tab.

For a detailed over view of the report designer, see Using the Report Designer.

Things to Keep in Mind

  • Users must have some permission on a report to view the Reports top-level navigation icon/link.
  • One output type per report.
  • One report definition can run at multiple levels of the entity hierarchy.
  • Report Designer opens in a new tab/window - don't forget to save before you close the window.
  • Reports are always available at the top (Organization) Reports section.
  • You can use Calculated fields in the new Reports, but only those of Entity Type "Standard Entity" that are set to be reportable. The Entity Type of "Reporting Entity" is only used by Legacy Reports; new Reports no longer needs (or wants) that distinction.