Project Story reports offer flexible section configuration options that let users control how report data is displayed and show the most relevant information in a format that best suits business needs.
Users can configure which data fields are displayed and how records are filtered in both Multi-Pager and Single-Pager reports. In addition, section summaries can be edited to provide custom narrative content.
Editing section summaries
Each summary includes two parts: general status and recommendations. Although technically stored as a single block, both parts can be edited independently.
Within the "Edit Content" window, you can modify the text and apply formatting, just like in the Rich Text fields of PPM Express.
Additionally, you can lock the content by selecting a default number of days or setting a specific custom date, preventing it from being automatically regenerated before that time.
The "Lock until" section shows the date until which the section content is locked.
The "Edit Content" window also displays the last modified information for easy tracking.
Users can delete part of the summary, but the entire summary cannot be removed; at least one character must remain in one of its parts to maintain data integrity.
For a Single-page report, only the Status Summary is editable (all three parts of this section).
Configuring table and list sections
The following sections support table configuration for both Multi-page and table or list configuration for Single-page reports, allowing you to customize displayed columns, filters, and data presentation:
- Issues (for Multi-page and Single-page reports)
- Risks (for Multi-page and Single-page reports)
- Key Dates (for Multi-page and Single-page reports)
- Deliverables (for Multi-page reports only)
- Dependencies (for Multi-page reports only)
- Decisions (for Single-page reports only)
Configurations can be saved either:
- As part of a report template, making them available whenever the template is used.
- As a report-specific configuration without creating or updating a template (the configuration is saved per report).
Clicking on the gear button in the right upper corner of the table section, users can:
- Select which columns to display. Users can rearrange the column order using drag-and-drop and adjust the widths.
- Configure filters to limit which rows are displayed in the grid. Use the "Add Condition" button to add more filtering options.
- Configure how the grid data should be sorted. Use the "Add Sort" button to add more sorting options. Use drag-and-drop to reorder the sort order.
- Configure display options for the grid (limit the number of rows in a grid and add a custom message when there are no items to display).
Single-Pager reports support the same configurable section behavior while also including the list view configuration.
For list sections, the configuration is the same as for the table. However, there is an additional List Separator setting on the Options tab that controls how the values are joined together.
The separator can contain any combination of characters, including spaces and symbols.
To preserve your configuration:
- Make the desired changes.
- Click Save.
- Close the configuration panel.
If you click Cancel, any unsaved changes will be discarded.
