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Planview Customer Success Center

FAQs Reports (Beta)

Q. Will my legacy reports be migrated//copied into new reports?

A. There will not be any migration from legacy reports to new reports. The two features are extremely different, and there really is no way to convert old into new. We have provided some instructional help - see Reports CookblookReporting - Then and Now, and Reports Overview (Beta).

Q. Why don't I see the new Reports navigation icon?

A. You need to have permission to view at least one report to see the new reports section. Similar to the new requests, the current user needs permission to see the top tab/access the feature.

Q: Why is there Latin text in my report preview pane?

A: 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.

Q. After I configure a report and select to access it from the project Dashboards grid, for example, when I run the report it runs at the Organization scope...I expected that it would run at the project level where I could specify a specific project. Why?

A. When you create or edit a report in the report editor - both at the main Reports grid or at an entity Report grid - and then Save & Run, the report is always scoped to the Organization level - the editor opens in a new tab and only knows the Organization scope. To see the report scoped for projects, be sure to choose one of the "Allow changing scope" options (for this example, make sure you select "Project"), which will allow you to pick the project scope and select a project when you run the report. Or, you can run the report from a project's Reports section - it will be automatically scoped for the current project (you can change the selected project from there). For either option, you will be able to select specific projects for which to run the report.

Q. I'm trying to create a drilldown to a dashboard, but I can't see the dashboard I am looking for in the list of available dashboards?

A. The Dashboard you select must be available on the entity grid that matches the report topic. For example, if the report Topic is Project, then the dashboard you configure to drill down to must be available on the project Dashboards grid. In fact, the list of dashboards in the target droplist will only be dashboards that are on the matching grid; if you create a Resource report but have no dashboards available on the a resource Dashboards grid, the droplist will be empty. So if you don't see the dashboard you are looking for in the list, check that it is accessible on the correct entity grid.

Q. How do I find out what the original field path was for a field whose display label label has been edited to remove the field path? For example, Project > Task was edited to Task...?

A. As you've noticed, any changes you make to field display labels are reflected in the Data tab. A downside of this is that if you remove the field path (say change Tasks > Title to just Title), you might not remember how the field was derived. However, if you check the Field Options modal (the pencil/edit 2020-10-13_15-51-38.png icon, you'll see that the value of the Selected Field has not chanced - it will display the field path even if you have changed the display label. See Changing Field Display Labels.

Q. Is there any way to control what colors appear in my chart reports? For example, my pie charts could use better contrast between slices.

A. There is a lookup list called Organization Color Palette that is used to control the inventory and order of use of each color. So if you see that you have adjacent pie slices that are hard to distinguish, your Admin can look at this list and rearrange adjacent colors. Note that any changes are global and will affect other areas that use color, such as request card/kanban, portfolio hierarchy charts, to name a few. See Adjusting System Colors for more information.

Q. How to prevent the group-by value from repeating on every row?

This is the default behavior, which it sounds like someone has changed. On the List report's Display tab, open the Sorting section and de-select the "Display repeated data" setting.

Q. How to change the field labels on graphical reports?

Click the edit icon located on the field section of a graphical report's Data tab to display the Field Options modal. You can edit the field's display label, as well as reorganize or delete fields. See Changing Field Display Label (non-List reports).

For List and Gantt reports you can click into a column heading itself and edit right there. Sometimes it can be a bit awkward to edit in the WYSIWYG version, if, for example, the titles are long. Instead you can locate the edit icon in the field section (just like with graphical reports) and open the Field Options modal and edit there.

Q. How to view the data that is represented in a graphical report?

Create a report, like a Pie report. Configure a drilldown for one of the fields in the report, and choose "Data" as the Drill Down target. Run the report and click on one of the pie slices - you will see columns of data that is represented by the graphical version. In the Drilldown to "Data". See Configuring Drilldowns to Reports and Entities.

Q. I created a Gantt chart report and I just want the chart part, not the columns on the left...can I do that?

A. Yes! On the Display tab in the report designer, in the Gantt Setting section, set the Width Percent property to 100. This will tell the system to render the Gantt chart in all the possible space (your browser window), and as a result the columns won't display. However, you can still use attributes from the columns as properties on the Gantt chart (color by, labels, and so on).