Using the Report Type Workbench

Logging On

To access the Report Type Workbench:

  1. Log on to PPM.

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

    The PPM Workbench opens.

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

    The Report Type Workbench opens.

Creating an Entirely New Report Type

To define a new report type that is not based on any existing report type:

  1. From the Report Type Workbench, click New Report Type.

    The Report Type window opens.

  2. Configure the settings using the information provided in Report Type Windows.

Creating a New Report Type From an Existing Report Type

To use an existing report type as the basis of a new report type:

  1. From the Report Type Workbench, select the existing report type.

  2. Click Copy.

    The Copy Report Type window opens.

  3. Type a Report Type Name.

  4. Click Copy to continue. Otherwise, click Cancel to abort.

    If you continued, the Question window opens.

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

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

  6. View or modify the settings using the information provided in Report Type Windows.

Modifying an Existing Report Type

To update an existing report type:

  1. From the Report Type Workbench, select the desired report type.

  2. Open the report type either by double-clicking the highlighted row or clicking Open.

    The Report Type: <Report> window opens.

  3. View or modify the settings using the information provided in Report Type Windows.