Reports
Reports are documents that allow you to process and analyze data from your portfolio, export it to a Microsoft Excel file format, and share data with other users and third parties, such as clients. You can perform tasks related to reports in the Reports module.
You can create individual reports manually, or set up an automatic process to create them at regular intervals and automatically send them to multiple
recipients. It is also possible to send reports to Microsoft SharePoint automatically
upon creation. For more information, see the Reporting Tasks section.
Note: In case of a temporary loss of
internet connection, queued reports are automatically sent to
Microsoft SharePoint when the connection is re-established.
Report templates
Templates provide the framework for the
information that must be included in a report. The GPM Template Report is the
most customizable template, because it allows you to include any data type in
your report.
Note: The descriptions of tasks to create reports all use the GPM Template Report as an example. There may be some slight variations when working with your custom templates, depending on your configuration.