Run a Report

You can run reports on relevant data without navigating away from the page. This feature is available on pages where the data can be used to create reports, including projects, portfolios, programs, activities, and tasks. The specific reports available to you on a page depend on each report's subject area. For example, you can run a report with a projects subject area on multiple pages in multiple apps, but you can only run a report with a Scope Assignment subject area in the Scope app. If there are no reports to display, you can create a new report. Before you run a report, you can choose the output format, switch the page orientation between portrait and landscape, select history options to run a report against a specified date or time interval, and include child workspaces in the report.

To run a report:

1. Select  Run Report.
2. In the Select Report to Run menu, do the following:
   1. In the View list, display all reports or reports that have been recently run.
   2. Enter search criteria to narrow the list of reports.
   3. Hover over a report.
   4. (Optional) Select  Edit to edit the report's output format and other settings:
      1. In the History section, complete one of 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.

      2. 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.

   5. Select Run to run the report.

      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.

Tips

• Select Create New Report to create a new report and edit it in the Reports app.
• You can also run any reports to which you have access from the Report List page in the Reports app.
• If Prompt at run is selected in the Filter Fields tab during report creation, you are prompted to configure the filter values when running the report.
• You will receive a system notification when your report is generated.

  Note: The time zone will be in GMT for all dates and times configured on a report.