Testing P6 Sample Reports

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To test P6 sample reports, you must:

To test sample reports:

  1. Log into P6.
  2. Click Reports.
  3. On the Report page:
    1. Click View and select Reports.
    2. Select a report.
    3. Click Run Report.
  4. In the Report Settings dialog box:
    1. In the File Name field, enter a file name for the report.
    2. In the Template list, choose a template to apply to the report.
    3. In the Format list, choose a file format for the delivery of the report.
    4. In the Delivery Type list, choose to have the report sent through e-mail or display the file immediately.
      • If you chose E-mail, click and enter or select e-mail addresses for the intended report recipients.
      • If you chose File, the report will display after you click Run.
    5. If you chose E-mail, in the Notification section, choose to send yourself a status notification of the report run.
    6. In the Report Parameters section, specify values for the parameters in the Field Name column. You can enter values directly in the field or double-click in the field and click to open a selection dialog box.

      Note: When selecting Project parameters, if you choose to add an EPS to the Selected Projects list, only the projects directly under the EPS are added. If additional EPSs are under the parent EPS, these projects will not automatically be included in the report; however, you can select additional EPSs and add them to the Selected Projects list.

    Caution: To avoid system performance issues, be as specific as possible when entering values for reports. Narrow down your choices to include only what is absolutely necessary.

    1. Click Run.

Tips

Refer to the sample reports included with P6 R8.4 for examples on how to create BI Publisher reports to use with P6 on an Oracle database.

You can find sample reports in the P6reports.zip folder of the P6 EPPM physical media or download.

Related Topics

Using the BI Publisher Security Model

Creating the JDBC Connection String for BI Publisher 11g

Determining the Catalog Type in BI Publisher 11g

Creating a P6Reports Role

Assigning Permissions to the P6Reports Folder

Creating a Reporting Admin User in BI Publisher for P6 EPPM

Creating Reporting Users in BI Publisher for P6 EPPM for BI Publisher Security

Setting the Data Source for Each Sample Report for BI Publisher 11g



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Last Published Wednesday, July 29, 2015

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