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Planview Customer Success Center

Reporting and Dashboards in PPM Pro

 

Course Description

Reporting and Dashboards training for Planview PPM Pro is an immersive, interactive class that introduces the skills to configure the out-of-the-box reports to meet the reporting needs of the organization.

This one-day course provides an understanding of the core activities required to create and work with varying report types, manage report parameters, modify the look and feel of reports, and expand the reporting data inputs. This will allow you to take full advantage of pre-defined reports summarizing and visualizing data from your PPM Pro application.

 

Learning Objectives

At the end of this course students will learn how to:

  • Understand the types of reports available in PPM Pro
  • Work with the Reports List page for creating reports, running existing reports, bulk adding/removing team members, changing the report owner
  • Quickly access your data and build meaningful reports
  • Run your report and save, print, or download to a different format 
  • Create and work with dashboards

Audience

This class is ideal for users of PPM Pro who will be responsible for generating out-of-the-box reports on behalf of their organization or business unit.

Proficient product knowledge advised.

2

Program Level

Intermediate (Level 2)

Comprehensive class with a moderate amount of detailed information

1 day

Agenda

  • Working with Reports List
  • Create a Report
  • Run a Report

Class Duration: 1 Day On-site, or 2 Half-day Segments Virtual

Prerequisites

  • Participants should have a good understanding of different report types, and should be experienced in creating and maintaining report

  • Complete the Application Overview online course

  • Complete the Getting Around PPM Pro online course

  • Review the Reports online course

  • Review the Dashboards online course

 

$1,000*

Cost

*Pricing for Open Enrollment training is $1,000 per person. 

Register for Open Enrollment classes here

Private on-site or virtual training is also available.

Please contact Planview Training Requests for a quote.