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Planview Customer Success Center

FAQs Reports (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 the Project scope, for example, when I run the report it runs at the Organization scope...I expected that it would run at the project scope 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, which will allow you to pick the project scope, and select a project. Or, you can run the report from a project's Reports section - it will be automatically scoped for the current project.