Configure a Column for a Report

Use the Report Editor to configure columns on your report.

To configure columns for a report:

  1. In the object selector, select Workspace, Project, Portfolio, or Program, and then select an object name from the list.
  2. From the Main Menu, select Reports, and then select Report List.
  3. On the Report List page, in the table, select a report, select the Context menu, and then select Edit.
  4. In the Report List panel, select Canvas View.
  5. For each subject area displayed on the report canvas, select Add Columns, select one or more columns to add to the report, and then select OK.

    Note: Each subject area must have at least one column.

  6. For each time phased subject area displayed on the report canvas, select Add Time Phase Row, select one or more columns to add to the report, and then select OK.

    Note: Time phased subject areas must have at least one time phase row and one column.

  7. Hover over a column to configure the following details:
    • Select Edit Column to edit the column name and alignment.
    • Select Remove Column to remove the column.
    • Select Sort Column to choose a sort order of ascending, descending, or none.
    • Move the slider above the border of a column to adjust the column width.

      Note: Width and alignment settings only apply to reports generated using the Primavera Cloud layout. They do not apply to reports generated using BI Publisher-based layouts because BI Publisher-based layouts use their own settings.

  8. Select Configure Filters to apply filters to table data.
  9. Select Grouping to group data in the table.
  10. Select Colors to choose a color for the Table Header Text and Table Header Background.
  11. Select Borders to configure border options for the report:
    • Select Show Borders to choose a Border Color and Border Width. Borders are only supported for a PDF format report.
    • Select Show Gridlines to display gridlines in the report.

      Notes:

      • Color settings only apply to reports generated using the Primavera Cloud layout. They do not apply to reports generated using BI Publisher-based layouts because BI Publisher-based layouts use their own color settings.
      • Color settings are disabled if the Accessible setting is enabled.
      • The time zone will be in GMT for all dates and times configured on a report.
  12. Select Save.
  13. In the Report Editor panel, select Close.

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