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Planview Customer Success Center

Reports (Beta) Treasure Map

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The Reports (Beta) facility is wide and deep. You can do a lot of stuff! The graphical user interface provides a lot of support and really guides the user through the process of creating a report. And then there is the Preview Pane, which illustrates the old adage: A Picture is Worth a Thousand Words. In support of all that good design, the documentation tries its best to present information in a manner we hope makes sense to our users (and every user brings their own definition of "sense").

Still, we acknowledge that it is sometimes hard to find what you are looking for. One day one of our developers demonstrated something that even we did not know about, and thus was born the Reports (Beta) Treasure Map. This document is a list of cool features or techniques that we want to make sure you know about, or that we think you might have trouble finding. By all means, if you find some treasure that we missed on our map, please let us know and we will add it.

How to prevent the value for a group of data from repeating on every row?

You do this on the Display tab, Advanced Options section, for List reports.

How to create sub and grand totals

How to zoom out on a bubble chart to