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Planview Customer Success Center

The Report History page

After you run a report, you have the option of explicitly saving the output. Saved output is permanently available on the Report History page until you delete it. If you did not save the output, it will remain available on the Report History page until the temp directory where the files are stored becomes too full. At that point the older reports are purged to make room for new; the timing depends on how many reports have been recently run and their size.

You can navigate to the Report History page to view the output for:

  • a specific report that has been previously run by selecting the report definition in the Reports List page and choosing Actions > View Run History

  • all recently run reports by clicking the Report History button at the top of the Reports List page

Either of the above methods brings you to the Report History page, with report outputs displayed in reverse chronological order.

Column Heading

Description

View

Click to display the default report output type. The View command is also available when you right-click in a row. From the default output you can choose to display other available output types.

Target

The Target entity on which the report is based. For example, the report source is Project/Tasks, the Target is Project.

Category

The Category entity on which the report is based. For example, the report source is Project/Tasks, the Category is Tasks.

Title

Entered by the creator of the report.

Description

Entered by the creator of the report.

Run Date

The last date the report was run.

Output

Displays an icon for each output type for which the report has been defined. If there are multiple output types, the first icon is the default type, which is displayed when you click View. You can mouse over each icon to see the timestamp of the last run for that output type, and you can click on the icon to view the output. Output types are:

list_icon.png

List

column_icon.png

Column

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Pie

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Crosstab

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Gantt

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Bubble

 

Status

Displays "Saved" if the report output has been saved. Otherwise this field is blank.

Customizing the Report History page

You can customize the Report History page just as you would the Reports List page. See Customizing the Report List page.