in the Report grid Options column to display the Report
Options dialog box which allows you to perform such tasks as:Reporting is a key component of PM Compass. The reports extend the analysis capability provided by views such as Cost Analysis. They also provide a mechanism for presenting workflow, cost, schedule, and performance information in printed reports or dashboard views with a high degree of configurability.
PM Compass reports can be emailed or saved as Word, Excel, or PDF documents.
You can give users full access to reports with the full array of options available or you can limit user access to pre-configured reports prepared by the PCA or project administrator.
Reports are a key component of dashboard content and you can render any report in a dashpart. Built-in features enhance the performance and use of reports in dashboards.
Use the Reporting toolbar to select reports, set options, select data, create favorites, preview and print reports.
The reporting form has the following tabs:
Reports — Use the Reports tab to select a report, set its options, restrict the records included, filter based on report types, save settings, create favorite reports, and use existing ones.
Archived Reports — Use the Archived Reports tab to view the archived reports. This tab allows you to preview, print and download archived reports or distribute archived reports by email. For more information, see Archived Reports Overview.
Current Activity — Use the Current Activity tab to view the current status of each report servers and report activity. You can also choose to stop a report activity.
PM Compass reports are divided into categories and can be accessed through the Reports menu. Each report can be secured separately in the EPM Security Administrator.
The report categories are:
Cost Analysis — This is the largest report category and features both tabular and graphical reports that relate to cost information as well as combined cost and schedule information in a single report. For more information, see the Cost Analysis Reporting Overview.
Workflow — This category consists of reports that focus on workflow data. For more information, see the Workflow Reporting Overview.
Progress — Use the progress reports to determine if all progress has been submitted and/or approved. For more information, see the Progress Reporting Overview.
Schedule — The schedule category consists of reports focused on schedule data and is made up largely of column picker style reports that show activity data, activities with assignments, and activities with predecessors or successors. This category also includes a Baseline Execution Index report that shows actual vs. baseline task completion information. For more information, see Schedule Reporting Overview. Before running schedule reports, ensure that your schedule is linked to the PM Compass Project.
PM Compass uses Microsoft SQL Server Reporting Services (SSRS) as its reporting tool. SSRS is a server-based reporting platform that you can use to create and manage tabular, matrix, graphical, and free-form reports that contain data from relational and multidimensional data sources. The reports that you create can be viewed and managed over a World Wide Web-based connection.
SSRS includes the following core components:
A complete set of tools that you can use to create, manage, and view reports.
A Report Server component that hosts and processes reports in a variety of formats. Output formats include HTML, PDF, TIFF, Excel, CSV, and more.
An API that allows developers to integrate or extend data and report processing in custom applications, or create custom tools to build and manage reports.
The reports that you build can be based on relational or multidimensional data from SQL Server, Analysis Services, Oracle, or any Microsoft .NET data provider such as ODBC or OLE DB. You can create tabular, matrix, and free-form reports. You can also create ad hoc reports that use predefined models and data sources.
For reports that support master projects, if you select a master project in Project Search (<Report> Search dialog box), when the report runs, data for all subprojects related to the selected master project displays on the report.
The cost sets that are used (displayed on the Table Columns tab of the Options dialog box) are from the master project. You don't need to define the cost sets in each subproject. When you run the report, only the classes in the master project for the cost sets you have selected will be retrieved from each subproject. For example, if you select a cost set on the Table Columns tab that includes a budget class, when you run the report, it only retrieves the budget class data from each subproject.
Reports using master projects use the master calendar.
To display the data by project, group by Project on the Sorting/Grouping tab.
You can add saved reports as report or report link dashparts.
A report dashpart allows you to preview a single report.
A report links dashpart contains links to selected global and personal saved reports or to all global and personal saved reports to which you have access. It provides easy access to multiple reports directly from the dashboard without requiring you to access them via the report menu. If you create a report links dashpart that only contains links to selected saved reports, then you will need to add a new link every time you create a new saved report whose link you want in the dashpart. If you create a report links dashpart that contains links to all saved reports to which you have access, then every time a new saved report is created (to which you have access), it will automatically be added to the dashpart.
For information on how to set reports up as dashparts, see Reports/Report Links Dashpart Process.
The PM Compass reports are designed to print standard workflow types. If you add fields or columns to a workflow type, they will not display on the standard report. You will need to create a custom report and add the fields to the report. If you run a report for a workflow type that contains different information than the standard report, the report will fail. See Form Designer for information about customizing workflow types.
For more information about working with custom reports, see the Deltek PM Compass Custom Reports and MSQL Server Reporting Services Guide.
You can modify the standard reports using the Report Options and Search dialog boxes. There are a several reasons that you may want to modify a standard report and save it as a new report:
You may need to add/edit report columns or headings, edit font and orientation, or specify the date and time format for the report, among other things.
You may want to add a report or report link dashpart. You cannot add standard reports as report or report link dashparts.
Report options are only remembered for the current session. If you run a report on a regular basis and you don't want to keep setting the options and criteria every time you run it, you can save it as a new report.
You may want to share the modified report with others.
Clicking
in the Report grid Options column to display the Report
Options dialog box which allows you to perform such tasks as:
Edit the report name
Select the columns that display on the report
Adjust the page settings such as margins and orientation
Set default number, currency, and date formats
When you modify standard report options, you can save them for future use. If you save them to the Personal Options folder, then only you as the report owner can use them. If you save them to the Global Options folder, then all users with access to that report can use them.
This dialog box is not available for all reports and the available tabs and options vary depending on the type of report selected.
For more information, see Modify Standard Reports.
Click 
in the Report grid Selection column to display the Search
dialog box that you can use to filter your report data. Report criteria
define the filter that the system should use when creating the report.
You can specify either specific records or criteria.
For more information, see Modify Standard Reports and Specifying Criteria vs. Specific Records (Values).
The standard reports are designed to meet most of your business needs. In addition, you can use Microsoft SQL Server® Reporting Services (SSRS) and its report writing tools to create PM Compass custom reports.
The following are the report writing tools that are supported for creating PM Compass custom reports:
SQL Server Data Tools - Business Intelligence for Visual Studio 2013 Report Designer (known as SSDT-BI 2013 Report Designer)
The SSDT-BI version is different from the standard SSDT version. The standard SSDT version does not include the BI templates and is not supported
Report Builder 3.0
You cannot use Report Builder to create a custom report from a PM Compass standard report. Although a previously run standard report may open in Report Builder, if you edit it and try to load it into PM Compass, the report may fail.
For more information about using and creating custom reports, see the PM Compass Custom Reports and MSQL Server Reporting Services Guide.
By default, a new report saves as a personal report. No other user can view this report (even as a report dashpart) unless you use Access Control to grant other users access.
For more information, see Modify Standard Reports.
Archived Reports are a snapshot summary of the data at the time the report was archived. This is useful to allow you to quickly regenerate the report without going back to the original data. It is also very useful to allow you to take a snapshot of the month end data and review this information at any time during the week.
The month end snap shot is useful when analyzing variances because you know that when the archive was created, all of the actual costs and earned value for the month had already been calculated. Gathering data from the live project at any time could provide a false data if, for example, the earned value had been calculated but actual costs were not loaded.
For more information about archived reports, see Archived Reports.
Use Report Administration to:
Load reports onto the report server.
View the list of available printers for reports.
View the current status of each report server and report activity.
View the report log data.
Delete workflows that have been running too long or that have stopped processing because of an error.
Display report log data if report logging is enabled.
Click Administration » Report Administration to access the Report Administration module.
Modify a standard report and save it as a new report
Run Reports with Read-Only Report Access
Use, Modify, Edit, or Archive reports