User Defined Excel Reports

User-Defined Excel Reports (also referred to as Composite reports) combines Microsoft Excel (as a tool for creating charts, pivot tables and tabular data in a highly customer-specific format) and EnterpriseTrack (as a single location repository for all users and a source of the latest real-time data from across your entire organization on your projects and related information such as status, charters and finances). As a result, your organization can enjoy the flexibility and control of your favorite desktop tool and the data reliability and productivity of a centralized on-demand source of project and portfolio information.

For example, you can use User-Defined Excel reports if you need a Pivot Table report of Projects Finances by Organization and also display on the same page a chart of Project Finances by Time. Once you are setup with an Excel report template, you can then run the Pivot Table report as often as needed to access the updated report fed with the latest data from the system in an Excel output format.

You can create custom reports using one or more Ad-hoc templates, or standard reports as inputs and you can choose to output it as an XLS or as a zip file. One or more report outputs can be inserted into separate sheets in Microsoft Excel. You can also view the history, email and share these reports.

In This Section

Creating User-Defined Reports



Legal Notices | Your Privacy Rights
Copyright © 2000, 2020

Last Published Tuesday, June 9, 2020