Run a Report

You can manually run a report in the Reports app at any time.

To run a report in the Reports app:

  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, and select Run.
  4. In the Run dialog box, select your run options:
    1. In the Layout list, select a layout for the report.

      Note: The Layout field is not available if your Primavera Cloud environment is not configured for BI Publisher-based layouts.

    2. In the Output Format list, select an output format.

      Note: If the Accessible option was enabled during report creation, the output format is set to HTML to increase accessibility for users using assistive technology. You can change the output format, but if you run the report you will be alerted that the report may not meet accessibility standards if the output format is not set to HTML. If the Accessible option is disabled, you will not receive an alert.

    3. In the Orientation field, select a page orientation.

      Note: The Orientation field is disabled if you have selected a BI Publisher-based layout for the report.

    4. (Optional) Select Include Child Workspaces to include data from child workspaces.

      Note: The Include Child Workspaces option is only available if you are in the context of a workspace.

    5. If filtering options for the report are configured to prompt at run, select your data filters.
    6. (Optional) In the History section, complete one the following fields:
      1. Specify a date: Select this option and use the date picker to select a date to run the report against.
      2. Specify a time interval: Select this option to select a time relative to the current time to run the report against.

        Note: The History section is available only if you select Run report using historical data check box in the Report Editor.

  5. (Optional) On the Filters tab, select filters for your report data.

    Note: The Filter tab is unavailable if a report has no filters or the Display report at run time option is not selected in Report Editor.

  6. Select Run.

Tips

Notes:

Related Video Tips

Run a Report from Anywhere Video