PPM provides a predefined set of reports that allow you to view the current status of your PPM data.
Tip: Within PPM, the term "report" has multiple meanings based on its context. You can create and submit a "report" that is actually a query. In response to this query, PPM provides a "report" that is actually the result of the query.
Overview of PPM reports
To submit and view report queries, you must have the System: Submit Reports access grant. In addition, submitting and viewing report results are further limited by your product licenses and security group assignments.
When you prepare to submit a report, you are presented with a set of filter fields from which you can specify the criteria for the report. The resulting report shows only the data that matches the criteria.
- Run reports describes how to create and submit report queries, as well as how to access and view the results.
- Report types provides information about report types, the mechanism you can use to create reports tailored to meet your business needs.
The majority of the PPM reports are submitted and viewed from the standard interface. Another type of report in PPM (not discussed in this section) are server reports, which gather administrative diagnostics and are submitted and viewed from the PPM Workbench. For information about server reports, see System administration.
PPM provides the following report categories. Any custom reports should also be found in these categories.
These reports focus on administrative tasks and are available to users with different licenses (depending on the report).
Also included in this category are reports related to the PPM Open Interface. For more information about these reports, see Open interface reference.
|Deployment Management Reports||
These reports are available to users with a Deployment Management application license.
|Demand Management Reports||
These reports are available to users with a Demand Management application license.
|Financial management reports||Financial Management reports are available to users with different licenses (depending on the report). These reports appear in multiple categories and are described in Project Management Reports.|
|Portfolio Management reports||
These reports are available to users with a Portfolio Management application license.
|Program management reports||
No PPM-supplied reports are provided for Program Management. However, this category is provided as a place to organize your custom program management reports.
|Project Management Reports||
These reports are available to users with a Project Management application license.
|Resource management reports||
These reports are available to users with different licenses (depending on the report). These reports appear in multiple categories and are described in Administrative Reports and Time Management Reports.
|Time Management Reports||
These reports are available to users with a Time Management application license.
These reports are available to users with the applicable Deployment Management Extension license.
Extension-related reports are included in the relevant PPM extensions and migrators documentation.
These reports are Excel reports provided for Operational Reporting.
Operational-related reports are included in Operational Reporting.
PPM reports can be classified into JSP reports, Excel reports, and web reports, according to the format of the report output.
|JSP report||Excel report||Web report|
|What report code is targeted?||JSP||Excel template (XLSX), with optional Java classes.||Both JSP and Servlet.|
Can be converted into PDF format. For details, see Convert JSP reports to web reports .
|XLSX||Can be any format, such as HTML, PDF, PPTX, and XLSX.|
|Support custom report file name?||No. The report file name is hard coded as: rep_<submission ID>.html. It cannot be changed.||
No. The report file name is hard coded as: rep_<submission ID>.xlsx. It cannot be changed.
Yes. You can add a prefix before the hard-coded report file name, making it easier to know what the report is about.
|How to configure?||
Define a report type that uses the ksc_run_jsp_report special command.
Define a report type that uses the ksc_run_excel_report special command.
For details, see Excel reports.
Define a report type that uses the ksc_run_web_report special command.
You can convert JSP reports to web reports by replacing the ksc_run_jsp_report command with the ksc_run_web_report command in the report type. This lets you convert JSP reports to PDF format. It is helpful when you want to attach a completed report to email notifications.
If you run a report on a PPM instance that supports multiple languages, the report is displayed in the language you selected at logon (your session language). Because a report is generated only once, the language used to display the contents does not change, and any user who later views the report sees it in its original language. For information about multilingual support in PPM, see Multilingual User Interface.