Run, Edit, Export or Delete a Report

The report data is regenerated each time the report is run. You can also refresh the data by clicking the 'Refresh' icon in the List Reports page.

tip

You can modify the report criteria before generating the report data. For example, you might want to run the same report each week, using all of the same report criteria except the start and end dates.

note

Report results contain only those items that you have permission to view. Other project members with different permissions might get different results when running the same report.

1. Click REPORTS from the Project Home menu.

2. Click the title of the desired report. The report is generated and displayed.

3. To edit a report, click REPORTS, select the report you want to edit (select the check box), click Edit, make the changes, and click Save.

4. To export report data, click REPORTS, select the table report you want to export (click the report title).

   note

   You can export only Table reports.

   important

   For multi-select user-defined select user field, you will export individual record for each user.

5. On the Export Data window, select an export format (.csv, .xml, .xlsx or tab-delimited file) and select the columns you want on the report and click Export.

6. To delete reports, click REPORTS, select one or more reports you want to delete (select the check boxes) and click Delete. A confirmation message is displayed. Click OK to delete the selected reports.