Skip to main content
Planview Customer Success Center

Working with the Reports List (Grid) Page (Beta)

Note: If you do not see the Reports nav icon but expect to, ask your PPM Pro administrator to give you the correct permissions - minimally Reports > View.

The Reports List is the page that displays when you click the top-level Reports icon (reports for all entities) or the Reports link from an entity (reports filtered to the current  target entity). The Reports List displays all the available report definitions, and allows you to create copy, edit, delete, and run reports - the exact actions you can perform depend on your permissions. See About Profile-Based Permissions.

The Reports List is the starting place for creating reports (using the report designer), running existing reports, bulk adding/removing team members, changing the report owner.

Remember that reports use the profile permission model. So anything a user can do with a report - view, edit, share, and so on - is determined by permission profiles. The owner of a report minimally has permission to edit/view the report details; any other permissions, such as editing the team, is granted with additional permissions and/or profiles.

Anatomy of the Reports List page

Below is a screenshot of the Reports List page, populated with a some report definitions. You run report definitions to generate report output.

report_list_anatomy.png

Configuring the Grid Sections (Group By)

To organize the reports list you'll use a combination of the Group By and Show droplist values. The Group By droplist is populated with any single-selection lookup list fields that are available to be placed on the grid (for example, Owner, Topic, Created By). If you wish to remove certain fields from the Group By droplist, remove them from the Reports grid. In the example above, the Group By field is Topic, which means all the valid values for Topic are available to show as sections. For example, if you have created reports for project, task, and portfolio topics, those topics will appear in the Show droplist.

The Show droplist is a multi-select list that lets you choose which values you want to group by. In the screenshot below you can see Topic is the select Group By field, and the Show droplist contains a topic values that corresponds existing reports of the same topic. All the values are selected by default, but you can uncheck any topic to remove that section (and corresponding reports) from the 

group by_and_show.png

Running Reports

You can run any existing report that you have access to view on the Reports list page. To run a report, select the report and click the Run button. Or, double-click the report, or right-click the report and choose Run from the context menu.


2019-11-06_10-58-34.png

2019-11-06_11-06-41.png

Creating and Copying Reports - New Menu

The New menu contains the New Report and Copy report items for users with Report > Create permission. If you don't see this button but think you should, contact your PPM Pro administrator. 

To create a new report, click New > New Report. This invokes the report designer, where you will configure the report. See Using the Report Editor.

To copy a report, choose New > Copy. This creates an exact copy of the original report definition, opens the report designer, and updates the existing title to "Copy of" <existing title>. The copy will not be permanent until you click Save or Save & Run. You can modify the copy as you'd like.

The Actions Menu

 

Action

Description


2019-11-04_16-29-11.png

View Run History

Brings up the Report History page for the selected report definition. This page contains the report output as well as additional information about the report. See Working with report output for more information.

Edit

Brings up the report definition editor for the selected report definition for users with edit report permission. If you do not have edit permissions but wish to edit the report, make a copy of the report and then edit.

Copy (from right-click menu)

Makes a copy of the report definition and invokes the report definition editor. By default the report definition Title is prefixed with "Copy of:" You can make a copy of any report definition visible to you. You can use Copy if you want to make changes to a report definition created by another user.

Bulk Add Team Member Use to add users, groups, or units to the teams of multiple dashboards to quickly provision permissions. See Bulk Sharing Permissions.
Bulk Remove Team Member

Use to remove users, groups, or units from the teams of multiple dashboards. See Bulk Sharing Permissions.

Note that the Bulk Remove Members dialog displays a list of all users/groups/units in the system, and does not reflect actual team membership.

Bulk Change Owner Use to assign a new owner to the selected reports. Useful if current owner has been terminated, or inactivated, and you want to reassign ownership to active user.

View People with Permissions on this Entity

Displays the Permissions Explorer with the focus on the current report. See Using the Permissions Explorer.
 

Delete

Deletes the selected report definition for users with Delete permission; you will be prompted to confirm the delete. 

Customizing the Report List page

To add/remove columns
  1. Hover the cursor over any existing column title to display a drop-down list arrow. Click the arrow to display the menu.
  2. Choose the Columns submenu.

columns_menu.png

  1. Check or uncheck the column(s) you wish to add/remove from the page.
To rearrange columns

You can rearrange the columns on the Report List by dragging a column heading to a new position.

To sort reports

You can sort any column in the Report List by clicking in the column heading. You can toggle the sort order between Ascending and Descending by clicking again. The column that is driving the sort for the page will display a small up arrow or down arrow.

To filter the report list

Use the "ad-hoc" filter just as you would on any on page. See Ad-Hoc Filters for more information.