The My Reports portlet enables you to add an unlimited number of reports created in the Project Management module to the portlet. Once added, you can schedule reports to run at specific time intervals, and then view reports in HTML format or in Microsoft® Excel.
Tip: The "No data available" message is displayed when you have not added any reports to the portlet.
You can schedule recurring reports that run periodically at a certain date, or you can schedule a report to run once. When you schedule a report, the portlet submits the job request to the Oracle Primavera Job Service. The Job Service processes the request at the scheduled time and runs the report. Keep in mind that the Job Service runs the reports by logging in as the user who schedules the report. Thus, user security and access settings always apply, and the same report might not return the same data for users with different privileges.
Tip: To schedule reports, you must have the required security privilege and you must also have the Job Service installed and configured for the database you are using.
In the My Reports portlet you can:
Setting Display Options
Display enables you to view reports according to one of the following options.
- Current filter - this option displays reports that are
associated with the current filter criteria. When you assign a report with this option selected, the report is associated with the current dashboard filter;
when you run the report, it runs against the current filter criteria. For example,
if you assign a report, and the current filter is a portfolio, the report
runs against all projects in the portfolio.
- All - this option displays all your assigned reports grouped by filter options. Under each filter option, the reports are grouped by the selected filter criteria (e.g., Project -> Project Name -> Report Name). When you assign a report with this option selected, the report is not associated with any filter, and displays in the No Filter group. Use this view to assign reports that are project independent (in other words, no projects need to be open to run the report, such as a resource details report).
Tip: You can customize a dashboard to specify the default Display option for the portlet.
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Assigning and Removing Reports
To assign a report, click Assign Report. This link enables you to add reports created in the Project Management module to the portlet. You cannot create new reports in P6 Web Access, but you can assign an unlimited number of existing Project Management module reports.
When you assign a report, you can either associate the report with the current dashboard filter or assign it to a No Filter category. If you choose the Current filter display option, the report is then associated with the filter. If you choose the All display option, the report displays under Enterprise Level Data.
Tip: If a report is project independent (e.g., resources), assign it to the Enterprise Data Level group for better performance. If you assign the same report to a project or portfolio, the report result would be the same, but since P6 Web Access opens the project(s), it would take more time to run the report.
To remove a report, mark the checkbox beside the report's name, then click Remove. Removing a report also deletes scheduling information. You can remove more than one report at a time.
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Scheduling Reports
To schedule a report to run, mark the checkbox beside the report's name, then click Schedule. Next, use the scheduling options to specify when you want the report to run. You can choose to run the report as soon as possible or at a recurring day and time. After choosing a scheduling option, click OK. The selected report is then submitted to the Job Service and runs at the scheduled time. Note that you can schedule more than one report at a time. The scheduling options you choose apply to all selected reports.
Tips:
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Schedule options for a report are disabled if the report's Schedule State is disabled. To enable the scheduling options, choose Enable in the Schedule State section.
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Removing the My Reports portlet from a dashboard does not remove any scheduling information. If you have reports scheduled to run, the Job Service still processes them.
Viewing Reports
After a report runs, you can then view the report in HTML format or in Microsoft Excel.
To view the report in HTML format, click the link to the report's name.
To view the report in Microsoft Excel, mark the checkbox beside the report's name, then click Open in Excel. This option is available only if the report has been run successfully and its status is Complete. You can only view one report at a time, and you must have Microsoft Excel installed on your machine to the view the report.
Tip: Viewing large reports may take a long time depending on your configuration.
The portlet does not provide version control for reports, so a recurring
report always overwrites the previous version. The Last Run Date column provides
you information when the report was created. You can, however, save a personal
copy of the report.
To save a copy of a report, view the report, then choose
File, Save As.
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Field Definitions
- Report Name
- The name of the assigned report. When the report's status is Complete, the report name becomes a link to the report. Click it to view the report. If the report's status is not Complete (Failed, Pending, Running, or blank), the report name is not a link.
- Schedule State
- The state of the report's scheduling options. If it is Enabled, the report is scheduled to run. If it is Disabled, the report's scheduling is temporary disabled. To enable or disable a report's scheduling, click Schedule.
- Last Run Date
- The date when the Job Service has run the report for the last time. This date is filled even if the report failed. To set the date format, click Preferences at the top right of P6 Web Access.
- Schedule Type
- The report's currently selected schedule
option. If this is a recurring schedule, it displays the frequency of
scheduling ( e.g., Every Week). If the report is scheduled to run only
once as soon as possible, it displays ASAP.
To change the report's schedule options, click Schedule.
- Status
- The current status of the submitted
report as Pending, Running, Complete, or Failed. If you have not scheduled
the report yet, this column appears blank.
Pending, if the report is scheduled to run for the first time. The Run Date column is blank in this case, since the report has never been run.
Running, if the report is being run by the Job Service.
Complete, if the last run was successful. To view the report, click the name of the report.
Failed, if the last run was unsuccessful. To learn more about the cause of the error, click the Failed status message.