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This section will explain how to add columns, filters and groups to PMWeb reports.
To add a new reports, select the data group that contains the report data, right click and select To edit an existing report, select the report, right click and select Edit.
Navigation Path: Portfolio > PMWeb Reporting
Search Use to search for existing PMWeb Reports.
Report ID This field is automatically populated by PMWeb with the next available number.
Name Enter the name of the PMWeb report.
Revision Enter the Revision Number of this report.
Status Enter the Status of this report. Note: Workflow is not currently available in PMWeb Reports.
Record Type This field will automatically be populated based on the PMWeb module that you selected when you created the report.
Grid Theme Grid Themes change the colors of the rows, headers and footers when the report is run.
Type Enter the Type of report. The options for this field are set up by your Administrator within Portfolio>Lists>Lists.
Distinct Select the Distinct checkbox to remove all duplicate rows from your report results.
Recap This area displays information regarding the report(s) selected including the when and who last ran the report, records returned, selected and not selected.
Fields The Field List contains all of the fields that can be displayed in the PMWeb Report based on the Record Type selected. (See #7 above) To add fields to the report, drag the field from the Field List on the left to the "Select" area on the right.
Add Calculated Field Use the Add Calculated Field button if you want to create a calculated field rather than use a field directly from the Field List.
Line # This field will be automatically populated by PMWeb with the next consecutive number.
Table This field will be automatically populated with the name of the table that the field is a part of.
Field Name This field will be automatically populated with the name of the field that you chose from the Field List (as it is named in the SQL table).
Alias Enter the description that you would like to display in the column header when the report is run. If you don't enter anything, PMWeb will automatically populate this field with the common name of the field.
Calculation The symbol in the field indicates that the field is a calculated field. Press on the symbol to view or modify the calculation.
Subtotal This field will default to "None". If you would like to see a subtotal of this field in the grouping footer when the report is run, select the type of sum you would like to use (e.g. Sum, Min, Max, Last, First, Count, Avg., etc.).
Width Enter the width, in Pixels, of the column when the report is run.
Show Check the Show box if the field should appear in the report when it's run.
Header/Footer Check the Header/Footer box if you would like the field to be available to pull into the header and/or footer.
Line # This field will be automatically populated by PMWeb with the next consecutive number.
Left Brackets Enter a single Left Bracket to separate sections of your filter statement, or multiple Left Brackets if your filter statements need to be nested.
And/Or Select AND if the following statement must also be true. Select OR if either/any statement can be true.
Right Brackets Enter a single Right Bracket to close a single section of your filter statement, or multiple Right Brackets to close nested filter statements.
Field Name This field will be automatically populated with the name of the field that you chose from the Field List (as it is named in the SQL table).
Operator Select the operator (equal to, contains etc.) that will compare the Field Name to the Value
Value Enter the Value that you would like to compare to the Field Name.
Note: In the Statement DocStatusName Equal Approved , DocStatusName is the Field Name, Equal is the Operator and Approved is the Value
Export to SQL Use the button to Export the current report and any other custom PMWeb Reports to SQL for use in BI Reporting, Queries, etc.
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