Download a Report

From the Reports grid or from the Preview page, you can save any PM Compass report in a variety of file formats. For reports with multiple pages, you can specify which pages to include in the file.

For more information on reports, see Reporting Overview.

To download a report, complete the following steps: 

1. On the Navigation menu, click Reports » Cost Analysis/Workflow/Progress/Schedule.

2. On the Reporting form grid, under the Report Name, select the report you want to download.

3. Verify your report options and selection criteria.

4. Do one of the following to display the Download Report Dialog Box:

   • Click on the Reporting toolbar.

   • Click Preview on the Reporting toolbar and click on the Preview Form toolbar.

   The availability of the Download button depends on your user role. If it is unavailable to you, ask your System Administrator to grant you access on EPM SA.

5. Select the page range and download format.

6. Click one of the following:

   • Click Open to display the report in the selected format. You still need to save the generated file.

   • Click Save to display the standard Save As dialog box.

   If there are no report options defined, the Report Options dialog box displays when you click the Download button. Report options need to be setup first before an action can be made for a report.

What do you want to do?

Run a report

Schedule a report

Email a report

Create an archived report

Save and share reports

Print a report

Schedule the delivery of a report

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