Skip to main content
Course Library
Planview Customer Success Center

Analytics and Reporting Administration

Topics

Report Management
Enable up to date reports by managing datasets and maintaining the reports and report structure.
Pages: 7
  • Manage Datasets Screen Basics
    This article describes the Manage Datasets screen, on which you can create, modify, or copy datasets.
  • Managing Datasets
    This article explains how to create, modify, or copy a dataset.
  • Create a Shared Dataset
    This article explains how to create a shared dataset from within Planview Enterprise. This article applies to Planview Enterprise 14.
  • Work with the Report Server
    This article shows how to work with the SQL Server Reporting Services (SSRS) 2016. This article applies to Planview Enterprise 14.
  • Understand Report Server Folder Structure
    This article explains the organization of the folder structure of the report server. This article applies to Planview Enterprise 14.
  • Connect to the Report Server
    This article tells administrators how to connect to the SQL Server 2016 report server. This article applies to Planview Enterprise 14.
  • Remove Unused Reports
    This article explains how to delete unused reports from the report server. This article applies to Planview Enterprise 14.
Report Subscription Management
Ensure the right people receive the pertinent reports.
Pages: 8
Data Sources
Work with the transactional database, data mart database, OLAP cubes and tabular models for creating Analytics and Reporting Portal reports.
Pages: 13

Content

Administration of the Analytics and Reporting functions requires report management, report subscription management, and making sure that the data sources are in place and working according to corporate needs.