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Planview Customer Success Center

Known Issues - Reporting (Beta)

Legacy Reports vs New Reports (Beta) in the UI 

Currently, new reports are available in sandboxes only, where you can view the new report module AND leave the legacy reports active. When both report "modules" are active in your environment, you will see two report navigation icons in the toolbar. Hover your cursor over each icon - you will see one labeled "Reports" (the legacy reports), and one labeled "Reports (Beta)" (the new reports). See the screenshot below:


2020-01-02_08-34-46.png

The "reports" icon will take you to the legacy reports UI; the "Reports (Beta)" icon will take you to the new reports UI. 

When the new reports are available for use in production (while still Beta), we will leave the legacy reports active as well, unless you specifically ask us to disable them. If you have a sandbox, both the legacy and the new reports will be enabled by default. 

At some point in the future (with plenty of notice), the legacy reports will be deprecated.

Known Issues

July Release

  1. After selecting Do Not Show for legend, legend still shows.
  2. Field Definition report topic returning incorrect results.
  3. Sort columns are not yet persisting for crosstab types.
  4. Reports that include the field "Linked to portfolio" throw an error when exporting to Excel (cannot be exported).
  5. Reports that contain multi-select fields cannot be exported to Excel.
  6. The Team Member report topic is not working correctly - please ignore for now.

June Release

  1. Column/Bar charts not coloring value by the color assigned in the corresponding lookup list.
  2. User-defined fields do not work properly when building the field path with a field that has an apostrophe in the name - the related fields do not populate the field list.
  3. The bottom text default value ("Values") for Bar and Column charts cannot be deleted (you can delete it, but it reverts). A workaround is to delete the text and add a space.
  4. Grouping by Tasks>Status is not working.
  5. Sort columns are not yet persisting for crosstab types.
  6. Reports that include the field "Linked to portfolio" throw an error when exporting to Excel (cannot be exported).
  7. Reports that contain multi-select fields cannot be exported to Excel.
  8. The Team Member topic is not working correctly - please ignore for now.

Key Capabilities Still to be Added

The following are capabilities still to be added to the new reports feature.

  • Report topics for/that show time series data, portfolio project relationships, historical data (Audit, KPI Trend), and staffing/resource planning.
  • Drill down to another report, dashboard, or entity.
  • Baseline reports
  • Out-of-the-box filters
  • Export PDF for charts and crosstab
  • List hierarchical representation
  • List merge columns
  • Multi-column format List report option.
  • List removal of duplicate/redundant info
  • Crosstab column dropdown design options
  • Scoring criteria and related fields (commonly used in bubble charts, spider charts, and so on)
  • View References from report grid and Self-Service Admin View References to show field usage in new reports.
  • Export to PowerPoint for List, Crosstab, Gantt reports.
  • Export to Excel and maintain date/number formats applied in Reports (Beta).
  • Dashboards - this will be the next phase of the feature revamp once we have completed the key capabilities of Reports.
  • Calculated fields for secondary/lower class entities