Skip to main content
Planview Customer Success Center

Data Tab

The report designer's Data tab is where you add fields to your report definition. Available fields vary based on the selected report Type.  For example, Bar charts and Line charts require fields for the X and Y axes. Crosstab reports require fields for the Top and Left axes, and for Values.

If you are looking at the Data tab then you have already chosen your report Topic - a "topic" is the primary entity for your report, meaning that any fields you want for the report will be related in some way to this entity. It might be useful to take a look at this entity hierarchy to start to understand the relationship between PPM Pro entities.

Understanding the "Field Path"

The very simplest and most likely field path includes the Topic entity and a set of fields/attributes on the entity, as shown in the screenshot below.  


You can select from these common fields and add them to your report definition. You can also select (All) to see a list of all reportable fields for the primary entity.  Note: the actual fields are based on what your admin set up to be reportable. 

In addition to those fields/attributes directly on the primary entity, you can build a field path to reach fields/attributes of its related entities. At the end of this path will be a pot of gold - no seriously - will be one or more fields that you will add to your report definition. For example, not only can your report include project fields, but also fields about that project's tasks, project logs, business sponsor, and so on. These fields/attributes are listed in the droplist below (All) and (Common), as shown below:


Say for example that along with certain project fields, you also want to include information about the project manager. Since Project Manager is based on the resource entity, it has information about the resource/Project Manager, such as Email and Name, as shown below:



You can go further and decide that what you really want is the Name and Email of the Immediate Supervisor of the Project Manager of the project. So select Immediate Supervisor (which is also a resource entity), and then select those two fields and add them to the List Fields:


The right-most stepping stone in the field path always allows you to choose whether you are looking at (All) fields or (Common) fields for the entity directly to the left. You can walk further down the path by selecting a field/attribute on the entity that has its own fields/attributes based on its entity type. You can keep walking down the path until you reach a field/attribute that has no more reportable fields.

Adding Fields to a Report

In the screenshot below, Available Fields lists all the common project fields that are reportable. Choose the fields you want to include in your report by selecting the field(s) and clicking the right arrow next to the List Fields section below. Notice that you are only one step down the field path, and the selected fields are displayed in the List Fields panel. (Note that as soon as you add fields to the report definition, the Preview Pane renders the report using sample data. See the Preview Area for more information.)

Select 3 fields:
Move selected fields to the List Fields section:

If you choose fields that are further down the field path, those fields will display in the List Fields panel along with the path depicting how they got there.

Example: 3 steps down the path.

Still starting with the Project topic, pick "Tasks" from the next menu, and then pick Duration. You can see the path in the List Fields area.


Example: 4 steps down the path.

Still starting with the Project topic, pick "Tasks" from the next menu, and then pick Created By, and then pick Name: Last, First. You can see the path in the List Fields area.


Note that in List reports, the column heading labels will appear as a path, just as they do in the List Fields area. You can edit the column heading right in the Preview Pane to remove the path if you want to.Please see Understanding the Field Path to understand how to derive the data you want for your report. Searching for Fields

Filtering Fields

You can enter filter text in the filter field to quickly search for specific field names. Note that the filter searches the (All) set of fields, even if you have (Common) selected (see below):


Data for non-List Types

Bar Charts, Line Charts


Bubble Chart




Donut, Pie, Spiderweb