Help Project Managers

Configuring and Running Reports

• Report data doesn’t update when I change settings
• Adding a report based on a template
• Creating custom columns using formulas
• Grouping and summarizing report data
• How report fields work
• How report filters work
• Operators and functions for use in custom columns
• Running a report

Saving and Publishing Reports

• I can’t open an Excel report or export
• I can’t find the user I want to share a report with
• Emailing and printing reports
• Exporting a report to Excel or PDF
• Saving and sharing reports
• Scheduling a report to be emailed regularly