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Planview Customer Success Center

Overview of running reports

This section discusses how to run a report and view output. Running a report involves selecting a report definition, filling in its runtime values, and generating the output. Viewing a report involves looking at existing output.

Other task you can do that do not require modification of the report definition include:

  • creating/applying runtime filters

  • copying report definitions

  • exporting report data

  • saving report output

  • viewing report history

You can also edit report definitions if you have the appropriate permissions.

If you are new to PPM Pro, familiarize yourself with the Reports List page.

If you want to run a report definition, see Running Reports.

If you want to view report output from a report definition that has previously been run, see Viewing report output.