To run P6 reports, you must:
- Assign the P6 User and a BI Publisher (BIConsumer to run reports only; BI Author to create and run reports) application access to the user in Cloud Administration.
- Assign Enterprise Reports module access to the P6 user.
- Have a BI Publisher user that matches your P6 user name and has the P6 Reports role.
- Run Publication Services to ensure the report executes successfully.
To run reports:
- Log in to P6.
- Click Reports.
- On the Report page, expand the report category and select a report.
- Click Run.
- On the Options tab of the Run Report dialog box, do the following:
- In the Schedule Name field, enter a name for the report.
- In the Template field, select a template to apply to the report.
- In the Delivery Type list, select whether the report will be deliver as an email or file.
- If you selected Email as the Delivery Type, click Email Options and specify the email addresses for the report.
- In the Output Format field, select the file format for the report.
- Under Notifications, select the check boxes as needed.
- On the Parameters tab of the Run Report dialog box, specify values for the parameters.
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 specific when entering values for reports. Narrow down your choices to include only what is absolutely necessary.
- Click Run.
Reporting in P6 EPPM
P6 Publication Services
Assigning Permissions for P6 EPPM Reporting
About P6 Publication Services and Reporting
Working with P6 Publication Services for Reporting
Supported Parameters in P6