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Planview Customer Success Center

Using the report viewer

Report output is displayed in the Report Viewer, which contains one or more reports. You can use the Actions > Print button on the viewer to print the entire visible contents of the report viewer. If a report has a drilldown link, use Actions > Print Details to print the visible report and the linked drilldown report.

Report container menu menu_icon.png

Each report is displayed in a container, which includes a toolbar that allows you to perform different actions on the report output.

report_container_menu.png

Note that when you create dashboards, each report in the dashboard has these menu elements in its title bar. To create a cleaner looking dashboard, you can suppress the elements when you configure the dashboard by setting Display Report Menus = No. See Specifying the basic dashboard details.

Menu Option Description

Change Output >

Displays a list of all configured output types for the current report source. Choose a different type to display in the report container.

Rerun

Reruns the report and displays the current output type.

Resize > 

You can resize a report to the following sizes:

- Extra Small
- Small
- Small Medium
- Medium
- Medium Large
- Large
- Extra Large
- Extra Extra Large
- Wide
- Extra Wide

Note: You cannot resize List reports. List reports are auto-sized.

View Details

Brings up a window containing the following report details:
- Report Name
- Report Description
- Run By
- Run Date
- Filter Name
- Filter Description
- Filter Criteria
- Target

Change Filter >

Displays a list of available filters you can use in the current report. When you select a new filter, the report is re-run with that filter.

Save Report

Saves the report for archiving or viewing at a later date. To view saved output, navigate to the Report List page and click the Report History button.

Export >

Exports the current report output to the selected file format

- CSV
- Excel
- PDF (Gantt only)

For more information, see Exporting report data.

Help

Brings up the PPM Pro help in a separate window.

 

Report container toolbar

Icon

 

Description

maximize_icon.png

Maximize

Maximizes the container and resizes the output based on the window size. You can restore the container to the previous size using the Restore icon.

close_icon.png

Close

If the report is standalone (not part of a dashboard), closes the container. To view the report again, navigate to the Reports List page, click Report History, select the report output and click View.

If the report is part of a dashboard, the report contains closes but the dashboard remains open. To view the closed report, choose Menu > Refresh > Redraw.

icon_download.png

Download

Display download menu for Pie, Column, or Bubble charts.

download_report_outputs.png