Report types

You can use report types to create reports tailored to meet your business needs.

Overview of report types

A report type defines the following for reports of the report type:

  • What categories the reports belong to.

  • What fields are displayed on the report submission page, and how they are constructed and validated.

  • Who can access and submit the reports, including any required licenses or access grants.

  • Who can modify the report type.

  • What commands are actually executed when the reports are submitted.

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Create and configure report types

You can create, edit, and copy report types from the PPM Workbench.

To create a new or to edit an existing report type:

  1. Log on to PPM.

  2. From the menu bar, select Open > Administration > Open Workbench.

  3. From the shortcut bar of the PPM Workbench, select Configuration > Report Types.

  4. To create a new report type, click New Report Type.

    To edit a report type, select the target report type.

  5. Provide the following general information for the report type:

    Field Name Description
    Report Type Name

    Provide a unique name for the report type.

    Type any alphanumeric string.

    Caution: Do not change the name of the Baseline Comparison report. Doing so disables the Compare Baselines button on the View Baselines page (accessible from the Project Overview page).
    Description

    Provide a brief description for the report type.

    Type any alphanumeric string.
    Requires License

    Select the required product license to access and run this report. If no specific license is required, select Any.

    Enabled Select Yes to enable the report type or No to disable the report type.
    Report Category

    Select one or more categories that this report type belongs to.

  6. Configure the following for the request type:

  7. Click OK.

To copy a report type:

  1. From the Report Type window, select the report type to copy.

  2. Click Copy.

    The Copy Report Type window opens.

  3. Provide a name for Report Type Name.

  4. Click Copy .

    The Question window opens.

  5. Click Yes if you want to make modifications. Otherwise, click No.

    If you click Yes, the Report Type: <Report> window opens.

  6. Make necessary changes to the report type.

  7. Click OK to save your changes.

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See also: