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Working with Reports

The reports section of the application hosts an array of reports integrated with BI Publisher. The role assigned to you determines the extent of your permissions when using reports in P6.

Reports View illustrating the Schedule detail window

Reports Screen Elements

Item

Description

item one

View menu: Use the view menu to switch between the Reports view and the Schedules view.

Reports view: The Reports view displays the list of reports you have access to run. Run a report on-demand, or use the Schedule detail window to schedule a report run. The remaining screen element descriptions in this table provide more details on the Reports view.

Schedules view: The Schedules view displays the list of all reports you have scheduled to run, organized by run frequency (Once, Daily, Weekly, Monthly). You can suspend or activate the report run by deseleting or selecting the Enabled option. Click on a report schedule name and view an explanation of the report in the Description detail window.

item  two

Reports view work area: Reports are listed by name and grouped by folder. The report list, group names, and hierarchical structure are defined in BI Publisher. See Pre-defined BI Publisher Reports for a list of all reports that accompany P6. Your P6 administrator can remove pre-defined reports and create additional reports for your use.

From this page, you can view report details including the file formats available for each report. You can also run a report on-demand or print a list of reports in your view.

item  three

Reports view detail windows:

Schedules detail window: This detail window lists all the scheduled report runs for the selected report. Use this detail window to add a new scheduled report run, suspend or activate a report run by selecting or clearing the Enabled option, and view the history of report runs. You can also run a scheduled report on-demand from this window.

Description detail window: This detail window provides an explanation of the report.

Related Topics

Scheduling Reports

Running Reports On-Demand

Exporting a List of Reports

Viewing the Report Run History


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