Skip to main content
Planview Customer Success Center

Creating, Editing, Deleting Reports (Beta)

[under construction]

Users with Report > Create permission can create and edit their own reports. Separate Report > Delete permission can be added to a report Owner profile if you want report owners to also be able to delete their reports.

Creating a Report

  1. Navigate to the top-level Reports list and choose the New > New Report.
  2. The Report Designer opens in a new window/tab and displays the General tab by default.
  3. Select a Topic and Type, and 

Editing a Report

Deleting a Report