Step-by-step guidance
Who can do this: Report generation requires report access plus permission to every included information type.
Before you begin
- A supported report and reporting period
- Current source information
- A saved report design when branded output is required
Steps
- Open Reports and choose the report for the decision or audience.
- Set project, portfolio, people, and period scope.
- Preview the information and resolve incomplete context.
- Generate the supported output and share it securely.
Expected result
The report presents current information without bypassing underlying access rules.
Next action
Use the report in its intended review and refresh it when source information changes.
Common problems
- Empty results indicate missing data, scope, or access.
- Preview before external sharing.
- Downloaded files do not remain synchronized.