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Running Reports, Exporting Data (Beta)

This topic discusses how to run reports as well as the options for adjusting scope and filters at different points in the design/run lifecycle. In addition, you also have the ability to export the report data to several different external tools.

You can run reports from within the report designer, or from the Reports grid (top-level or entity-level). 

  • Running from the report designer - The report designer has a Save & Run button. When you create or edit a report in the report designer and then Save & Run, the report is always scoped to the Organization level. If you want to see the report scoped for a specific entity, be sure to choose one of the "Allow changing scope" options, which will allow you to pick the entity and specific entity instance. See Using the Report Designer and Scope & Filters Tab for more information. 
  • Running from a Reports grid - Select a report and click the Run button; the report opens in a new tab. When running a report from the top-level Reports grid, the report will be scoped to the Organization level. When running a report from an entity-level Reports section (like project Reports), the report will have a default scope of the entity type (for this example, project). 
  • Saving Reports - Reports are automatically saved to the grid where they are being created (such as the top-level Reports list) and will also be saved to the grid(s) of any other scope(s) that is checked. Similarly, if a report is created and run at an entity-level Reports list, the report will be saved on the entity-level Reports lists as well as saved to the Reports list of any other scope that is selected.

Other things you can do that do not require modification of the report definition include:

  • creating/applying filters (before running the report and when viewing the report)

  • copying report definitions

  • exporting report data

  • saving report output

You can also edit report definitions if you have the appropriate permissions.

If you are new to PPM Pro, familiarize yourself with the Reports List page.

Creating/Applying Filters

When creating the report definition you can use the ad hoc filter provided for each entity included in the field path (see Understanding the Field Path) to create new filters (ad hoc or saved) as well as access existing filters. For example, the screenshot below shows tow ad hoc filters, one for projects and one for tasks.

If you want report consumers to be able to change the filter either before running the report, or from the report output, be sure to select one or both of the "Allows changing filter" settings. See Allowing Users to Change Filters Before Running or When Viewing Report Output.

multiple_ad-hoc.png

Copying Reports

The current user must have Report > Create permission to be able to copy a report. If the current user does not have Create permission, the Copy menu option will not be visible.

You can copy a report by selecting it in the Reports grid (top- or entity-level) and choosing New > Copy, or right-click the report and choose Copy from the context menu. The General tab opens with the copied report definition - the only change is prefixed with "Copy of". The copy will not be permanent until you click Save or Save & Run. You can modify the copy as you'd like.

Exporting Report Data