Reports Tab

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.

For more information on reports, see Reporting Overview.

Show reports

Select one of the following options from the drop-down list:

All — Select this option to view all reports types.
Global — Select this option to view only “Global” reports types.
Original — Select this option to view only “Original” reports types.
Personal — Select this option to view only “Personal” reports types.
Personal and Global — Select this option to view both “Personal” and “Global” reports types.

Owner

This field displays the name of the owner of the personal/global report. The Reports grid displays the personal/global reports based on the Owner selected.

Owner field is only available to SYSADMIN and members of SYSADMIN group.

Click to display the User Search dialog box where you can customize your search criteria.

Reports Grid

Use the Reports grid to select a report, set options, and select data.

Grid Toolbar

Field Name	Description
Reports	Click the drop-down arrow to display the following options: Print — Select this option to display the Print Preview form with the grid’s contents displayed. Export to Excel — Select this option to display the Microsoft Excel application with the grid’s contents displayed.
	Click this button to display the Save dialog box where you can enter the report name and save a copy of the report.
	Click this button to reset to the default options and selections of the original report or to reset the settings of the saved report. If you changed the settings for a saved report and the column displays <options selected>, click this button to refresh the grid to display <saved selections>.
	Click this button to display the Access Control dialog box which you can use to change the Access Control grid. The Access Control option is enabled based on your primary role and EPM Security Administrator settings.
	Click this button to delete the selected report. This button only displays when Personal/Global reports are selected. See Save and Share Reports for more information. The availability of this button depends on your user role. If it is unavailable, ask your System Administrator to grant you access on EPM SA. To delete a custom report, see the Custom Reports tab for more information.

Grid Columns

Field Name	Description
Report Name	Use this column to view the name of the reports. When a report name starts with the word "Custom," it has most likely been added using the Custom Reports tab in Administration » Report Administration. These types of reports can only be deleted using the Custom Reports tab.
Options	Use this column to set the options for the reports. Click to display the Report Options Dialog Box for the selected report. If this column displays <Options Selected> then it means that custom options were selected but not saved for future use. If options were selected and saved, this column displays the name of the saved options.
Selection	Use this column to specify the selection criteria for the report. Click to display the search dialog box for the report selected. If this column displays <Records Selected> then it means that criteria were selected but not saved for future use. If criteria were selected and saved, this column displays the name of the saved criteria file. For additional information, see Specifying Criteria vs. Specific Records (Values) and Search Using the Change Number.
Type	Use this column to view the report type. The available report types are: Personal — This type of report has no records in the access control list. The report owner is the only user who can view the report. Global — This type of report is shared with other users defined in the Access Control list. You set the access using the Access Control dialog box. Original — This is an original report distributed with Deltek PM Compass that cannot be changed.
Folder	Use this column to view the report folder. The available report folders are: Standard— This folder is for Standard Deltek PM Compass report. Custom — This is the custom folder created when custom reports were loaded on the report server.