Integrated On-Demand or Scheduled Reports
This release of P6 includes the P6 Reporting Database integrated with Oracle Business Intelligence Publisher. BI Publisher is an enterprise reporting solution allowing you to design, manage, and deliver highly formatted documents. Report formats include Microsoft Word, Excel, OpenOffice, PDF, and support an array of familiar columnar and graphical styles. P6 provides more than 30 new reports dynamically generated when BI Publisher accesses P6 data in the Operational Data Store (ODS).
Other key features include:
- Ready-to-Run Reports: Run pre-defined reports to quickly get started
- Room to Grow: Create reports via data models or templates (also includes custom layout designer)
- E-mail or save a report to a file: E-mail reports to your predefined distribution lists. Reports can also be saved on your computer or a network server for shared access.
- Deliver the same report in multiple formats to satisfy different users: BI Publisher supports several file formats including HTML, PDF, Excel, PPT, MHTML, RTF, XML, and CSV. Each report can be published to all these formats or configured to only specific formats and will have a default format defined.
- Schedule reports or generate ad hoc reports on-demand: Schedule reports to be generated on a defined interval. Reports can be scheduled to execute once, daily, weekly or monthly. A report can have multiple schedule runs defined, each with its own interval, delivery recipients, template and parameters. Of course, any report can also be instantly generated on-demand.
- Store archives and access report histories: Previous runs of a report can be saved, providing a report archiving solution to allow for access to historical reports. Organizations can configure BI Publisher to save reports for a defined time period, and individuals can access the historical reports through BI Publisher.
- Adjustable Parameters: To further reduce the effort and cost of creating and maintaining reports, parameters can be defined within a report, and passed in during runtime. Parameters can be used to filter and organize the information on a report. By using parameters, a single report can meet the need of several project managers, planners and stakeholders. The new P6 reports also include easy lists of values you can browse to select the values you need to run your report.
- Secure Access: The new reporting capabilities provide three layers of security to ensure data is protected and individuals only have access to the reports they are permitted to run.
- The entire reporting section can be hidden through the new Enterprise Reporting module access setting. Provisioning this new module will expose the reporting section and create database views in the ODS for each user.
- The hierarchical folder structure used for organizing the reports can also define which reports each user has access to run.
- Reports pulling project information from the ODS will only return data for projects a user has access to, as determined by P6 application security settings.
Also provided with this release are the ODS and its associated Extract, Transform and Load (ETL) process. The ODS is part of the P6 Reporting Database and provides secure access to information in an easy to use data schema.
Users seeking even greater leverage and analysis of their report data should consider deploying P6 Analytics, available separately from Oracle.
Note: Users of the previous version of P6 may notice the removal of the Project Reports and My Reports portlets. The new Reports section replaces those old features. Users still interested in viewing P6 Professional reports in a P6 portlet can select the Store report in Work Products and Documents option in P6 Professional when creating report batches or printing reports. See the P6 Professional Help for more information.
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