488 Part 5: Customizing Projects

Using Report Groups

Report groups are a hierarchical way to organize global and project reports. Each report can belong to one report group.

Add a report group Choose Tools, Reports, Report Groups. Click

Add, then type the name of the new report group.

Click to list report groups in ascending or descending order or as a hierarchy.

Assign a report to a report group Choose Tools, Reports, Reports. Select the report you want to add to a report group, then click the Browse button in the Report Group field at the bottom of the Reports window.

Select the group to which you want to add the report, then click Select.

Also use this field to remove the selected report from a report group and/or reassign the report to a different report group.

Primavera - Project Management

Customizing Reports 489

Setting Up Batch Reports

Batch groups allow you to run a series of reports at one time. A report can have only one batch group assignment.

Create a batch report group Choose Tools, Reports, Batch Reports. Choose Global or Project. Click Add, then type the name of the new group. Click Close.

Add reports to a batch report group Choose Tools, Reports, Batch Reports. Select the batch report group, then click Assign. Select the reports you want to assign to this group and click the Assign button. When you are finished assigning reports, click the Close button.

Run a batch report From the Reports window, click Run Batch, select the batch you want to print, then click OK.

Click to run the batch report.

Select the batch report.

Primavera - Project Management

490 Part 5: Customizing Projects

Run a batch report as a service Choose Tools, Job Services, then click Add. Select Batch Reports in the Service Type field. Specify a number in the Job # field to indicate the sequence in which the service should be performed, if more than one service is listed. Type a brief description of the service in the Job Name field. In the Status field, select Enabled to activate the batch report service. You can suspend a service at any time by selecting Disabled in the Status field. In the Run Job area on the Job Details tab, schedule when the service should be run: every day at a specific time, or weekly, every two weeks, or monthly on a day and time you specify.

Click to select the projects/ EPS nodes for which you want to run the batch report.

Select the batch report you want the job service to run. Add a separate job service for each batch report you want to run.

You must have the appropriate access rights to set up job services. The Job Service does not interact with the module client when running jobs. All jobs are run on the server on which the Job Service is installed.

Primavera - Project Management