Add a Report

Use the Report Editor to add reports. When you add a report, you should enter a name, select one or more main subject areas, and add data columns to each subject area. The report canvas of the editor simulates a sample report. Configure subject area details directly on the canvas.

To add a report:

In the object selector, select a workspace, project, portfolio, or program.
In the sidebar, hover over  Reports, and select Report List.
On the Report List page, select  Add.
On the Report Editor page, in the panel, select  Edit Report Name to enter a name for your report.
Select  Edit Report Description to provide a detailed summary of the report.
In the Main Subject Area list, select one or more main subject areas on which to report.
Select OK.
Select Save.

Tips

In the panel, toggle the Accessible option to ensure generated reports meet accessibility standards. When enabled, the output format is set to HTML, and the Text Color and Background Color options are set to Black. These fields are also set to read-only. When you run the report, you can change the output format, but you will be alerted that the report may not meet accessibility standards if the output format is not set to HTML. If the Accessible option is disabled, the output format can be changed at any time and you will not receive an alert.

Next: Select Supporting Subject Areas for a Report