Help System

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

General Tab of the Report Properties Dialog Box

Use this tab to view or modify information for the report you selected. The contents of this dialog box control how data is queried from the database, the options provided in the Report Wizard, and the data displayed on the report.

Some options, such as the report name, description, or information, can be changed. However, most of the options on this dialog box should only be changed by someone with detailed knowledge of the reporting engine. Changing the options on this dialog box may cause the report or the Report Wizard to function improperly.

Contents

Field Description
Report name This field displays the name of the report. This field is displayed on all the tabs. After a report is created, its name cannot be edited.
Note: If you want to change a report's name, create a copy of the report by running the current report and providing a new name on the Save and Run page of the Report Wizard.
Description Use this field to enter a description for the report. You can also edit a report's description on the Save and Run page of the Report Wizard.
Category This field displays the report's category. You can use categories to organize reports with similar attributes.. By entering a category, you can filter the reports displayed on the Report page of the wizard.
Select one of the following default categories:
  • Ancillary
  • Audit
  • Column
  • Export
  • Format
  • Graphic
  • Planning

You can also create a new category. Enter the name of the new category in the field. The category is saved as a new category and the new category is associated with the selected report.

Report Type This field displays the report type. The report type indicates the file type to prompt for on the Report page of the Report Wizard (that is, Project, Calendar, Rate, and others). The report type that you select also determines the allowed criteria on the Sub-Totals page of the Report Wizard, and the filter and sort fields that are available on the Filter/Sort page of the Report Wizard. Select one of the following report types:
  • Access
  • Change Management
  • CPR
  • CPR 3
  • Crosstab
  • Crosstab Criteria
  • Graph
  • Model
  • Pivot Table
  • Project Planning Statistics
  • Summary
Table Type This field displays the table from which data for the report is retrieved.
Select one of the following tables:
  • Apportionment Mapping Target
  • Audit
  • Calendar
  • Calendar Holiday
  • Class
  • Code
  • Control Account/Work Package
  • Cost Set
  • Detail
  • Rate
  • Report
  • Resource
Saved Report Select this checkbox to indicate that the report can run without user input. You can only include saved reports in batch reports.