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Planview Customer Success Center

Reports

Topics

Reports and Report Tiles
Information on managing tiles in general and on working with specific report tiles.
Pages: 21
Reports and Report Tiles: For More Information
Supplemental information for Reports and Report Tiles.
Pages: 1
  • Using Tiles vs. Dashboards for Reporting Analytics
    As of Planview Enterprise 11.5, most reporting needs can be met using only tiles, as opposed to configuring dashboards in the portal. This best practice explains why tiles are often the most practical way of presenting RPM Analytics and when portal dashboards are an appropriate choice.
Live PowerPoint Files and Live Analytics
Using Live PowerPoint slides and Live analytics from Planview Enterprise.
Pages: 4
  • Live PowerPoint Slides and Live Analytics (Introduction)
    This article describes exporting from Planview Enterprise to Microsoft PowerPoint to create live PowerPoint slides that a presenter can use to interact with a Planview Enterprise roadmap or screen in a PowerPoint presentation.
  • Using Live PowerPoint Slides and Live Analytics Slides in Microsoft PowerPoint
    This article describes accessing a Microsoft PowerPoint presentation so that you can view and interact data exported from Planview Enterprise as live PowerPoint slides or live Analytics slides.
  • Export to PowerPoint Live
    This article explains how to export a report to PowerPoint Live. This article applies to Planview Enterprise 13.
  • Exporting from Planview Enterprise to Microsoft PowerPoint
    This article describes exporting data from Planview Enterprise to Microsoft PowerPoint to create slides that can be viewed in a PowerPoint presentation. You can also edit the slides in PowerPoint. In some cases, data is exported as live PowerPoint slides. Modifying such slides in PowerPoint also automatically updates Planview Enterprise with those changes.

Content

This course provides general information on reports and report tiles, as well as information on some of the more commonly used reports. For more on the use of the Active Lifecycle Steps tile, see the Work Lifecycles class in the Government and Lifecycles course.