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    PPM Express Power BI Reports

    PPM Express provides more than 50 accurate and comprehensive Power BI reports with a graphical representation of PPM Express data. These reports can be used for further analysis and processing.

    Using PPM Express reports you can see all progress indicators of your portfolio, projects, resource usage, timelines any time you need this information. 

    PPM Express Power BI Reports include the following sets of Reports:

    • Enterprise Portfolios
    • Portfolio Details
    • Project Details
    • Cross-Project Reports
    • Resources 
    • Data Governance 

    Each set includes a number of detailed reports with instant and beautiful dashboards on PPM Express data. 

    Please note: PPM Express Power BI Reports are available for users with the Regular license type only. Reports option is disabled for Team Members in the PPM Express application.

    When you open the Reports option from the PPM Express pages, you can select from three options:

    • Open help article and review the detailed information about Power BI reports configuration. 
    • View sample report pack on our demo data. This report cannot be edited, using this report you can review the report pack in details on our demo data. 
    • Contact our sales team to get temporary access to the reports.

    To start using PPM Express Power BI reports, it is required to configure them following the steps described in the 'Using external Power BI reports' article. 

    As soon as you enable the External reports feature, all PPM Express reports will become available for further analysis and processing. If you select to open any PPM Express report after the External reports feature is enabled, Power BI service will be opened in a new tab, and information for the selected report will be displayed.  

    Power BI license is required to use External PPM Express Power BI Reports.

    When you configure the reports, Power BI Reports become available on different PPM Express pages for your convenience.

    When you configure Power BI Reports, it will be possible to schedule data synchronization as required and launch data synchronization on-demand when needed so that the changes performed for the projects/portfolios/resources are applied to the reports at once. 


    Enterprise and Summary reports

    Enterprise and Summary reports can be opened from the Reports menu. Reports menu is available from any PPM Express page. 

    These reports provide full visibility of all portfolios, projects, and resources that exist in PPM Express. 

    If Portfolios Page is opened, Enterprise reports will be available from the Reports menu.

    If Projects Page is opened, Project Summary reports will be available from the Reports menu. 

    If the Resources page is opened, Resource Summary reports will be available from the Reports menu. 

    Please note: If any filters are set for portfolios and projects then enterprise and summary reports will display information only for the selected portfolios and projects according to these filters.

    Home page in the Reports menu opens the home page of all Power BI reports where the required report can be selected for review or presentation. 



    Portfolios reports

    Portfolios reports can be opened by clicking on the sign, from the drop-down menu of the specific Portfolio.

    These reports provide visibility of the data that is included in a selected portfolio.

    If you switch to Configurable table view Portfolio reports will be available as well from the drop-down menu on the right.

    If you click on any Portfolio and open Portfolio details page you will be able to review the reports for the sections this page includes: Statuses, Projects, and Details  (optionally Budget section).

    You can access the reports via the sign, from the drop-down menu, in the right upper corner of each section. 

    As you select to open any PPM Express report, it will be opened in a new tab and information for the selected report will be displayed.


    Projects reports

    Projects reports can be opened by clicking on the sign, from the drop-down menu of the specific Project.

    These reports provide visibility of the data for the selected project.

    If you switch to Configurable table view Projects reports will be available as well from the drop-down menu on the right. 

    If you click on any Project and open Project details page you will be able to review the reports for the sections this page includes: Statuses, Key Dates, Iterations, Details. Optionally the reports can be reviewed for the following sections, if they are added: Team, Risks, Issues, Budget.

    You can access the reports via the sign, from the drop-down menu, in the right upper corner of each section. 

    As you select to open the report, it will be opened in a new tab displaying information for the selected report.


    Resources reports

    Resources reports can be opened by clicking on the sign, from the drop-down menu of the specific Resource.

    These reports provide visibility of the data for the selected resource.

    As you select to open the report, it will be opened in a new tab displaying information for the selected report.



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