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General Tab

The General tab of the report designer is where you choose the report Topic (main focus) and Type (output style), and give your report a Title. These three fields are required - you can't move to a different tabs in the report designer until you enter a Topic, Type, and Title. You can optionally enter a report Description. 

  • The Topic describes what the report is generally about: specific entities such as projects, tasks, issues, portfolios, and resources, or broader themed more complex reports that show time series data, portfolio-project relationships, audit history and KPI trends, and resource planning. Note that currently the broader themed/complex reports are not supported (and are not shown in the Topic droplist).
  • The Type is the specific output style, such as List, Pie, Bar, Heatmap, to name a few.
  • The Title is how the report is referred to on the Reports List page(s) - it is not the title of the report on the rendered output. The Title has a max character limit of 80, and is not required to be unique.

You must select a Topic and a Type; each report can produce one output type. It is very easy to change the Topic and/or Type while you are configuring the report, so no need to worry about whether you picked correctly - you can always change it. If you want to see a Topic with various Types, simply copy the report and choose a different Type.

After you enter the required values you can move to any of the other tabs by clicking Data, Display, Variable Settings, or Team.

Learn More... 

Visit How To Build... for information about building various reports.