Running Reports

Reports are generated documents that contain clean and organized project information. A number of standard reports are available and can be run across multiple projects. Prior to running the report, you can specify your report options on the Options tab or create record filters on the Designer tab. For more information, see "Report Options" and "Record Filters".

To run a report

1. On the View menu in the Reports area, select a report.
2. On the General tab, do the following:
• In the Parameters to filter the report section, select or enter a value for the requested parameter if parameters were used to filter records for your report.

For more information on parameters, see "Adding Values Using Parameters".

• In the Portfolio and Projects to include in the report section, select the project(s) that you want to include in the report.

For more information, see "Working with Multiple Portfolios".

3. To generate the report, click .
4. Optional: In the File Name field, edit the file name.
5. From the Format list, select the report format.
• Excel: A file that opens in a spreadsheet program such as Microsoft Excel.
• HTML: A file that opens in your default browser.
• PDF: A PDF file that opens in your default PDF viewer.
• RTF: A text file that opens in a text editor program such as Microsoft Word.
• TIFF: An image file.
6. Do one of the following:

To...	Do this...
View the report	Click View.
Download the report	Click Download, and then follow the prompts to open or save the file.
Send the report	Click Email. In the Subject field, enter the subject of the email. In the Body field, enter a message for the recipient. On the Recipient Contacts tab, add the recipients. To add a new recipient to the grid, click New. From the Type list, select the type: To, CC, BCC. Enter the contact name, company, and email address. Tip: You can also add multiple recipients of the same type. To generate the report and send the email, click .