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# Run Excel Reports

You can run Excel reports for Operational Reporting as you run other PPM reports from the PPM standard interface.

For information about how to run reports, see Reports Guide and Reference.

## Demand VS Capacity Report

This report lists resource demand for specified resource pools as well as allocation and available capacity of each resource pool.

Prompt * Value Required | Description
--- | ---
*Primary Grouping | Determines how data are categorized in the report. Select one of the following values: Region Resource Pool Role
*Begin Period | Determines the first time period for which data are displayed in the report. Select a value from the Available Periods list.
*End Period | Determines the last time period for which data are displayed in the report. Select a value from the Available Periods list.
*Time Granularity | Determines the time interval for data displayed in the report. Select one of the following values: Year displays time periods as yyyy Half Year displays time periods as h1 or h2/yyyy Quarter displays time periods as quarter/yyyy Month displays time periods as mm/yyyy Week displays time periods as mm/dd/yyyy Note: If you specify a long report period and Week as the time granularity, and you export the generated report data to Microsoft Excel, the data in the resulting Excel file may be truncated as a result of formatting limitations. You can only work around this by exporting the Web intelligence document to a text file, and then opening that file in Excel. File formatting is lost in this case.
*Time Unit | Determines the time unit (FTE, person days, or hours) to use to display capacity and demand data in the report. Select one of the following values: FTE Person Days Hours
Resource Pool | Determines which resource pools are represented in the report. From the Resource Pool Name list, select one or more resource pools names.
Region | Determines the region for which data are displayed in the report. Select a value from the Region list.
Role | Determines the roles represented in the report. Select one or more values from the Role Name list.
Resource Category | InfoView lists all of the resource categories defined for resources in PPM. From the Resource Category list, select one or more resource categories to include in the report.

## Project Status List Report

This report displays a list of projects with detailed status information.

Prompt * Required | Description
--- | ---
*Primary Grouping | Primary grouping for project information in the report results Selections include: Region Projects Class Project Type Business Unit Program
Project Name | Name of the PPM project
Overall Health | Weighted average of the health indicators for scheduling, cost and earned value health, and issue health for a project
Region Name | Name of the region with which the project is associated
Request Type | Project control request type associated with the project. This can be a project issue, risk, or scope change.
Project Type | Entity that determines the business rules used to manage a project. Project types include policies for different aspects of managing the project, including: What types of actuals are collected Whether built-in project costing or HP Time Management is used for the project Whether the project includes a work plan
Business Unit | Business unit responsible for the project
Project Class | Indicates the class to which the project belongs. For example, projects that belong to the Core (Keep the Lights On) project class serve to maintain existing business applications and services.
Project Status | Status of the project in its assigned process
Program Name | Name of the program with which the project is associated
Project Manager | Name of the manager assigned to the project

## Financial Summary Report

This report compares current, forecast and approved financial information for a specified period.

Prompt * Required | Description
--- | ---
*Begin Period | From the list of all fiscal periods configured for PPM, select the starting period for data to include in the report.
*End Period | From the list of all fiscal periods configured for PPM, select the end period for data to include in the report.
*Multiply Factor | From the listed factors, select one of the following: 1 1,000 1,000,000
*Primary Group By | Determines the primary grouping for data in the report. Select one of the following values: Region Financial Summary Type Business Unit Business Objective
*Report Currency | From the list, select one of the following to determine base the currency associated with financial summary on the default currency for PPM Center (base) or the local currency. Base Local
*Secondary Group By | Determines the secondary grouping category for data in the report. Select one of the following values: Expense Type Labor Type
*Time Granularity | Determines the time interval for data displayed in the report. Select one of the following values: Year displays time periods as yyyy Half Year displays time periods as h1 or h2/yyyy Quarter displays time periods as quarter/yyyy Month displays time periods as mm/yyyy Week displays time periods as mm/dd/yyyy
Business Objective Name | To specify business objectives to include in the report, select the names from the list of business objectives in Financial Management.
Business Unit | To specify business units to include in the report, select the names from the list of business units configured for Financial Management.
Financial Summary Name | To specify financial summaries to include in the report, select the names from the list of financial summaries in Financial Management.
Financial Summary Type | To specify financial summary types to include in the report, select one or more of the following from the list of financial summary types: Project Proposal Asset Org_Unit Program
Region Name | To specify regions to include in the report, select the names from the list of regions configured in PPM.

## Time Sheet Compliance Report

This report shows time sheet submission and approval compliance for resource pools and org units with specified period.

Prompt * Value Required | Description
--- | ---
*Period Range Beginning Date | Determines the start date of the date interval for data displayed in the report. If the end date of a period falls between the period range beginning and end dates, then data for that the period are included in the report.
*Period Range Ending Date | Determines the end date of the date interval for data displayed in the report. If the end date of a period falls between the period range beginning and ending dates, then data for that the period are included in the report.
*Time Sheet Line Status(es) | Determines whether the report displays data for all time sheet lines, regardless of line status, or only for time sheet lines that have a specific status. Select one of the following values: * (default) Unsubmitted Submitted Approved Rejected Frozen Closed
*Time Sheet Status(es) | Determines whether the report displays data for all time sheets, regardless of line status, or only for time sheets that have a specific status. Select one of the following values: * (default) Unsubmitted Pending Approval In Rework Approved Frozen Closed Missing Note: Although "Missing" is not a valid status for PPM time sheets, in operational reports, it represents time sheets that have no assigned status.
* Tolerance for Approval (days) | Number of days after the period end date after which the time sheet cannot be approved as compliant.
* Tolerance for Submission (days) | Number of days after the period end date after which the time sheet cannot be submitted as compliant.
* Top Org Unit | Filter report data based on a selected organizational unit. The report returns all of the data that fall below the organizational unit in the hierarchy.
Request Type Name(s) | (Optional) Filters report data based on one or more selected request types.
Project Name(s) | (Optional) Filters report data based on one or more selected projects.
Location Code(s) | (Optional) Filter report data based on one or more selected locations.
Resource Category(s) | (Optional) Filter report data based on one or more selected resource categories.
Department(s) | (Optional) Filter report data based on one or more selected departments.
Company(s) | (Optional) Filter report data based on one or more selected companies.
Charge Code(s) | (Optional) Filter report data based on a selected charge code.

## ETL Job History Report

This report displays detailed ETL history information

Field Name | Description
--- | ---
Enter value(s) for Batch Id: | Batch ID to filter on ETL job history
Enter value(s) for Etl Name: | Searches for ETL job history of specified ETL job name
Enter Job Start Date | Searches for ETL job history which starts after the specified date
Enter Job End Date | Searches for ETL job history which ends before the specified date
Enter value(s) for Status | Searches for ETL job history with the specified statuses

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