Reports Tab of the Reports Page

Overview

Use this page to manage, run, and schedule the reports available to you. The arrangement of reports, including folder names and structure, is determined in your P6 reporting software.

Note: Values in Reports are calculated from published or summarized data. The publisher and summarizer services always use the project baseline for earned value calculations, regardless of the Baseline to be used for earned value calculations setting in each project's preferences. Therefore earned value data viewed in reports might differ from the same data viewed in areas of the software using live data. For further information see: Summarized, Published, and Live Data Usage in P6

Screen Elements

Run... button

Enables you to configure options for running the selected report on-demand.

Print

Prints the Grid View.

Search

Searches the view or dialog box for data matching the criteria entered into the box. You can search the report name, default format, default template, available format, and available templates columns.

Note: The Enhanced Page Loading application setting affects which reports can be searched.

Row Actions

Run: Enables you to configure options for running the selected report on-demand.

Report Name field

The title for the report defined in your P6 reporting software.

Default Format field

The standard or proprietary file format automatically used to deliver each instance of the report. You can schedule another instance of a report where you change the actual format that is applied to another format listed in the Available Formats field.

For example, the default might be XML but you can decide to format the specific report instance as PDF or Microsoft Excel.

Default Template field

The common template automatically used to apply style to the raw data in the report.

Available Formats field

The permitted file formats that can be used for file output when running reports.

The file types available for output in P6 are specified in your P6 reporting software. One or more of the following outputs types are available:

HTML (.htm): The standard hypertext markup language file format used for web pages.

MHTML (.mht): The variant of HTML used to combine related external files such as images or audio with markup code into a single file for ease and portability.

XML (.xml): Standard extensible markup language file format.

PDF (.pdf): The Adobe Portable Document Format.

RTF (.rtf): Rich text format suitable for use with common word processor applications.

Microsoft Excel (.xls): The spreadsheet data file format for Microsoft Excel.

Microsoft Excel 2000 (.xls): An older variant of the spreadsheet data file format for Microsoft Excel 2000.

Microsoft PowerPoint (.ppt): The presentation or slide show file format from Microsoft.

Available Templates field

The permitted templates that you can use to apply styles to the raw data in the report.

A report template is a set of style rules applied to a report in order to best format and present its data. You can design templates using your P6 reporting software and also determine which templates should be available for users to apply to their reports.

Reports Tab detail windows:

Schedules Detail Window of the Reports Page

Description Detail Window of the Reports Page

Tips

Except for the Report Name field, you can click and drag the fields in this pane to reorder the sequence of appearance.
For hierarchical data, you must expand the levels to print, export, or search data in the Reports tab.

Getting Here

Click Reports.
Click the Reports tab.

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