Using Excel Reports for Operational Reporting

This section provides instructions on how to use the Excel version of the reports that PPM supplies with Operational Reporting.

The PPM-supplied Excel reports include:

  • Demand VS Capacity report
  • Project Status List report
  • Financial Summary report
  • Time Sheet Compliance report
  • ETL Job History report

Software Requirements

You should meet the following requirements to use PPM-supplied Excel reports:

  • PPM version 9.12 or later

  • Operational Reporting Content Pack 4.0 or later

    For information about installing or upgrading to Operational Reporting Content Pack, seeOperational Reporting Administrator Guide for Content Pack.

  • Microsoft Excel® 2007-2013