Create an Archived Report

Use the Archive Report dialog box to save reports temporarily so that you can quickly regenerate them with the original data. Archived reports are displayed on the Archived Reports tab in the <Report Category> Reporting Form.

You can only create archived reports for reports whose options you have already configured; otherwise, when you click Create Report Archive for a report before configuring its options, the <Report> Options dialog box will open.

For more information on reports, see Reporting Overview.

To create an archived report:

  1. On the Navigation menu, click Reports ยป Cost Analysis/Workflow/Progress/Schedule. The Reporting form displays. By default, the Reports tab of the Reporting form displays.

  2. In the Reports grid, select the report you wish to archive.

  3. If you have not yet set report options, click in the Options column to display the Report Options dialog box where you can customize your report options.

  4. Save the report with a new name and provide access control to the new saved report. If you don't save the report with a new name, you will be the only person who can see it, regardless of whether you assign WORLD access or specific user access. For more information about sharing archived reports see Sharing Report Archives.

  5. On the Reporting toolbar, click Create Report Archive. The Archive Report dialog box displays.

    If you did not set any report options (see Step 4 above), the Report Options dialog box displays. After setting the options, click OK to close the Report Options dialog box and display the Archive Report dialog box.

  6. In the Archive Report Output (Hours) field, enter the number of hours you want PM Compass to save the report. Use only numeric values between 1 and 99999. The Delete Expired Archive Reports scheduled process runs nightly and deletes any old archive reports. For more information about this process, see Default Processes in the System Queue.

  7. Click the Prompt to Preview Report When Archive Has Completed option if you want to preview the report after PM Compass generates it.

  8. Click Archive.

    The archived report is now available on the Archived Reports tab.

The availability to create an archived report depends on your user role. If it is unavailable to you, ask your System Administrator to grant you access in EPM SA.

What do you want to do?

Run a report

Allow other users access to the report

Share a report archive

Add a report archive dashpart to your dashboard

Add a report archive to the Navigation menu

Schedule a report

Schedule the delivery of a report


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