Reporting features

In addition to providing a large library of standard project management reports, two reporting tools are available to access and report information stored in the database: the Report Wizard and the Report Editor.

Report Wizard

You can use the Report Wizard to easily create a wide variety of customized reports. The wizard steps you through the process of creating new reports, enabling you to select the category of information and specific data fields to include. You can group, sort, and filter project information and include time-distributed data for units and costs. When you create a report with the Report Wizard, you can later use the wizard or the Report Editor to modify the report, if necessary.

• Reports created with the Report Wizard have the wizard icon:

Report Editor

The Report Editor is a powerful tool that enables you to create reports that are highly customized. Although you can create customized reports with the Report Wizard, the Report Editor provides the capability to tailor a report more closely to your specific requirements. The Report Editor enables you to group, sort, filter, and roll up project information. You can display time distributions for units and costs and include graphics and HTML links in your reports. You can use the Report Editor to further customize reports you create with the Report Wizard. However, if you modify a wizard report in the Report Editor, when you reopen the report in the wizard, you lose all of the modifications made in the Report Editor.

• Reports created with the Report Editor have the report icon:
  
  Note that to create a new report with the Report Editor, you need to modify an existing report created with the Report Wizard.

Printing and saving reports

You can preview and print reports and you can save reports as text or HTML files. If you save a report to a file, you can import the data to a spreadsheet program, e-mail the report, publish the report on a Web site, and/or archive the report. You can also compile a report and create a WP & Docs record for the report. Creating a WP & Docs record for the report 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.

• To view a list of the standard reports, select Tools, Reports, Reports.

Creating default headers, footers, and custom labels (P6 EPPM database Only)

You can define three default sets of headers, footers, and custom labels for reports. These default settings apply to all projects and can be viewed by all users, but you must have Add/Edit/Delete Global Reports global privilege, as defined in P6, to edit these settings.

• To create default headers, footers, and custom labels, select Tools, Reports, Report Preferences.