About Reports

Reports are collections of meaningful data saved in a common file format, designed according to a particular template, and delivered to the right recipients. As permitted, you can use the set of sample BI Publisher reports or additional reports created by your administrator.

Notes:

You can elect to run a report in one of two ways:

  1. On-demand: This type of report generation has many other names, including ASAP, instant, ad-hoc, and "on the fly". As these names imply, the application accepts various input criteria from you in real time and then generates and delivers the selected report to an email address, or prompts you to save or open the file depending on output type.
  2. Scheduled: This type of report generation requires that you first configure the options and other details necessary to generate the report, but doesn't actually generate the report output until the scheduled day and time. You can also generate previously scheduled reports on-demand.

    Notes:

    • Your ability to run and schedule reports comes from security settings managed in your P6 reporting software. P6 user access settings determine what, if anything, you will see. For example, to view overhead codes in a Timesheet Report, you need module access for the Reports section of the application as well as resource access for the resources included in the report. Contact your administrator for more information.
    • To see the Reports page login as a a user with module access to Enterprise Reports.

Related Topics

Reporting in P6 EPPM (Cloud only)

Assigning Permissions for P6 EPPM Reporting (Cloud only)

Working with Reports

Scheduling Reports

Running Reports On-Demand

Viewing the Report Run History

Sample P6 EPPM Reports

About Publication Services



Last Published Thursday, October 12, 2023