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# Create and configure report types

Create custom report types to meet your business needs.

In this topic:

## 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 executed when the reports are submitted.

## Supported report formats

Custom report types are classified by output format as follows:

Report group | Description
--- | ---
JSP report | HTML format, convertible to PDF. For details, see Convert JSP reports to web reports. Configure a report type with the ksc_run_jsp_report special command. For details, see Create and configure report types and ksc_run_jsp_report. Convert JSP reports to web reports 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.
Web report | Flexible format: HTML, PDF, PPTX, and XLSX. Configure a report type with the ksc_run_web_report special command. For details, see Create and configure report types and ksc_run_web_report.
Excel report | XLSX format. Configure a report type with the ksc_run_excel_report special command. For details, see Excel reports.
Word report | DOCX format. Configure a report type with the ksc_run_word_report special command. For details, see PowerPoint and Word reports.
PowerPoint report | PPTX format. Configure a report type with the ksc_run_powerpoint_report special command. For details, see PowerPoint and Word reports.

## Create and configure a report type

Follow the steps below to create and configure a report type.

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

1. Log on to PPM.

2. Click the Administration button from the masthead.

3. From the Administration menu, select Workbench > Open Workbench on Desktop.

4. From the shortcut bar of the workbench, select Configuration > Report Types.

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

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

6. 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.

7. Configure the following for the request type:

   - Configure report type fields
   - Configure layout for report types
   - Configure commands for report types
   - Configure report type security
   - Configure report type ownership
8. 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.

## See also

- Run reports

https://admhelp.microfocus.com PPM 8942
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