Print a report batch

Use this task to print and to save report batches as text or HTML files. You can also use this task to compile and e-mail a report batch, and to compile a report batch and create a WP & Docs record for the report batch. Creating a WP & Docs record for the report batch allows that report to be accessed from the WPs & Docs window. When P6 Professional is connected to a P6 EPPM database, reports can also be accessed from the Project Documents portlet and the Projects, Documents page in P6.

When P6 Professional is connected to a P6 Professional database:

1. Choose Tools, Reports, Reports.
2. Click on the Reports toolbar, or right-click anywhere in the Reports window and choose Run, Batch.
3. Select the report batch you want to run, then click OK.
4. Proceed as follows:
   1. To print the report, choose Directly to Printer.
   2. To compile the report batch and attach it to an e-mail, choose E-mail Attachment. If you select this option, go to substep e.
   3. To save the report batch as an HTML file, choose HTML File. In the Output File field, click and select a location to save the report batch's filename and location.
   4. To save the report batch as a delimited text format (.txt) file, choose ASCII Text Files and select a Field Delimiter and Text Qualifier. In the Output File field, click and select a location to save the report batch's filename and location. Use the ASCII Text Files option to import the report batch to a spreadsheet application.
   5. In the User's Notes field, you can type report comments corresponding to the report batch. If you choose E-mail Attachment, the content in this field is copied to the body of the e-mail.
   6. Click OK. If you chose E-mail Attachment, clicking OK launches the default e-mail application and attaches the report batch to a new e-mail.

Tip

• You can set up a job service to run a batch report at a specified time.

When P6 Professional is connected to a P6 EPPM database:

1. Choose Tools, Reports, Reports.
2. Click on the Reports toolbar, or right-click anywhere in the Reports window and choose Run, Batch.
3. Select the report batch you want to run, then click OK.
4. Proceed as follows:
   1. To print the report, choose Directly to Printer.
   2. To compile the report batch and attach it to an e-mail, choose E-mail Attachment. If you select this option, go to substep f.
   3. To save the report batch as an HTML file, choose HTML File. In the Output File field, click and select a location to save the report batch's filename and location. If you choose Store report in Work Products and Documents for this project, below, select a network location or some other publicly accessible location.
   4. To save the report batch as a delimited text format (.txt) file, choose ASCII Text Files and select a Field Delimiter and Text Qualifier. In the Output File field, click and select a location to save the report batch's filename and location. If you choose Store report in Work Products and Documents for this project, below, select a network location or some other publicly accessible location. Use the ASCII Text Files option to import the report batch to a spreadsheet application.
   5. To create a WP & Docs record for this report batch, choose Store report in Work Products and Documents for this project.

      Note: To create a WP& Doc record for a report, only a single project can be open, and you must have the Add/Edit/Delete Project Work Products and Documents privilege for the open project.

   6. In the User's Notes field, you can type report comments corresponding to the report batch. If you choose Store report in Work Products and Documents for this project, the content in the User's Notes field is copied to the Description for the WP & Docs record. If you choose E-mail Attachment, the content in this field is copied to the body of the e-mail.
   7. Click OK. If you chose Store report in Work Products and Documents for this project, clicking OK compiles the report batch and creates a WP & Docs record that has the same name as the Output File name. If you chose E-mail Attachment, clicking OK launches the default e-mail application and attaches the report batch to a new e-mail.

Tip

• To run reports unattended at a specified time, see "Run a report batch from the command line."

Note

• When you print the report as an HTML file or ASCII Text File, page breaks are not shown.