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Adding/Editing Reports

 
This section will explain how to add columns, filters and groups to PMWeb reports.
 
To add a new report, 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 .
Adding/Editing Reports
 
 
1

Search

Use to search for existing PMWeb Reports.
2

Report ID

This field is automatically populated by PMWeb with the next available number.
3

Name

Enter the name of the PMWeb report.
4

Type

Enter the Type of report. The options for this field are set up by your Administrator within Portfolio > Lists > Lists.
5

Revision

Enter the Revision Number of this report.
6

Status

Enter the Status of this report. 
 
Note: Workflow is not currently available in PMWeb Reports.
7

Record Type

This field will automatically be populated based on the PMWeb module that you selected when you created the report.
8

Grid Theme

Select a different grid theme to change the colors of the rows, headers and footers when the report is run. 
9

Distinct

Select the Distinct checkbox to remove all duplicate rows from your report results.
10

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.
11

Field List

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.
12

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.
13

Line #

This field will be automatically populated by PMWeb with the next consecutive number.
14

Table

This field will be automatically populated with the name of the table that the field is a part of.
15

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).
16

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.
17

Calculation

The symbol in the field indicates that the field is a calculated field. Press on the symbol to view or modify the calculation.
18

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  (ie. Sum, Min, Max, Last, First, Count, Avg., etc.).
19

Width

Enter the width, in pixels, of the column when the report is run.
20

Show

Check the Show box if the field should appear in the report when it's run.
21

Header/Footer

Check the Header/Footer box if you would like the field to be available to pull into the header and/or footer.
22

Line #

This field will be automatically populated by PMWeb with the next consecutive number.
23

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.
24

And/Or

Select AND if the following statement must also be true. Select OR if either/any statement can be true.
25

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.
26

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).
27

Operator

Select the operator (equal to, contains, etc.) that will compare the Field Name to the Value.
28

Value

Enter the Value that you would like to compare to the Field Name.
29

Export to SQL

Use the button to Export the current report and any other custom PMWeb Reports to SQL for use in Reporting, Queries, etc.