Automatic Reports

[JazminAl]

Is there a way to automatically create a report with specific settings when a project in a specific program or portfolio is created? Jazmin Allen-Collins Analog Devices, Inc.

[DavidCo3]

Not exactly, but you can create a report and add it to a dashboard, and then add that dashboard as a custom tab on your projects. When it runs within that project it will automatically filter down its contents for just that project. Perhaps you can elaborate a bit more on the business need behind the question and there might be some other solutions. Regards, David Cornwell

[JazminAl]

Thanks, David! I'm familiar with this set up, but we're trying to find ways to automate even one step further. As a follow-up: do you know if a shell of a report can be created and attached to a template? Or will it pull data from every project it's attached to into one report? Does that make sense? Jazmin Allen-Collins Analog Devices, Inc.