Produce a Pivot Report

These steps assume you are producing a pivot report for a single project and you don't have an existing Pivot Report template set up. Once you create a report template, you can select the template to auto populate the report parameters dialog box settings and view the report output in the Pivot Report tab window.

Select Reports > Pivot in the Navigation Menu. A Report Parameters dialog box displays. Notice the top tabs within the Report Parameters dialog box. Click Next or Back to move forwards or backwards through the tabs. You can modify any of your settings before you click Run Report in the last tab (Cost Report Group).
Project & Calendar tab.
1. Select Project from the Mode dropdown.
2. Select your project from the Project dropdown.
3. Select the basic or a reporting calendar for the project from the Calendar dropdown. This determines the time frames in the report output.
4. Accept the default Report dropdown Spread option.
  Tip:
  Once you create a pivot report template, select the template you want from the Run Template dropdown to auto populate the report parameters. You can always modify the template auto populated settings as needed. Otherwise, simply click Run Report in this tab to display the Pivot Report tab window with the report output.
5. Click Next.
Results tab. This determines the results you can select from in the Pivot Report tab window.
1. From the list of Available Results in the left pane of the dialog box, select a result and click the right arrow to add it to the list of Selected Results in the right pane of the dialog box. Repeat this step until you have selected all of the applicable results for the report. If you need to change the order of the selected results, select the result and click the up or down arrows.
  Tips:
  You can also create custom results using the set of available results. For example, perhaps you want to group other overheads into a single overhead result for the pivot report. Or, you want to a fee percentage line item based on other result values. Once you create your custom result, you can select it from the list of Available Results.
  To create a custom result, click New at the bottom of the dialog box. A Calculated Results dialog box displays. Enter a Name for the custom result. Select a result from the Results dropdown and click Add to include the selected result in the Expression section. Enter your custom calculation in the Expression section. Use an * for multiplication actions. Click the Currency check box as applicable (results that are not hours or FTEs). Click Save. Your custom result displays in list of available Calculated Results. Click OK to return to the Results tab. You can now select your custom result to include in the report. To delete a custom result in the Calculated Results dialog box, select the Calculated Result in the bottom pane, and click Delete. This deletes the custom result from the list of available or selected results in the Results tab.
2. Click Next.
Group By tab. This determines the structures you can select from in the Pivot Report tab window as well as the level of detail.
1. Select a structure from the Group By dropdown. Available options include the WBS, Control Account, Work Package (WP), Resource, Elements of Cost, and any user defined code structures.
2. Select the level of detail for the structure from the Level dropdown. For example, perhaps you only want details for the WBS down to level 3. The default for some structures such as the Control Account, Work Package, and Element of Cost is level 0.
3. Click Add. The structure is added to the Group By list.
  Tips:
  As desired, add other Group By structures such as the control account, work package, or a specific level of the resource structure. Add them in the grouping order you want.
  To delete a Group By setting, select the line item and click Remove.
4. Click Next.
Cost Report Group tab.
1. Optional. Click the Use Pricing Options check box if you want to use those cost report groups in your pivot report. Selecting this option disables the Cost Report Group and Include BOM options.
2. Assuming you have not clicked the Use Pricing Options check box, select the applicable cost report groups you want to include in the report from the list in the Cost Report Group section.
  Tip:
  To select the applicable cost report groups you can: 1) click on a single line item, 2) press Shift and click a group of line items, or 3) press Ctrl and click on selected line items.
3. Optional assuming you have not clicked the Use Pricing Options check box. Click the Include BOM check box if you want to use those fields in your pivot report.
4. Optional. If you want to save your report parameters as a template, enter a Template Name. Click the Global check box if you would like to make the template available to other users.
5. Click Run Report. The Pivot Report tab window displays a set of data field options at the top of the window with a base layout you can use to build the report rows and columns.
Build the pivot report rows. Drag the fields you want from the top of the window to the section labeled "Drop Row Fields Here." For example, drag Group By structure fields such as the WBS, Control Account, Work Package, Resource, Element of Cost, Cost Code, and Result to create the row details. The Pivot Report window updates to include the line items for the selected fields.
Build the pivot report columns. Drag the fields you want from the top of the window to the section labeled "Drop Column Fields Here." For example, drag the Period fields to create the columns details for a time phased report. The Pivot Report window updates to include the columns for the selected fields.

Tips:

To change the layout, simply drag a row or column field back to the top of the window.

You can also apply sorts and filters to the row and column fields - simply click on the heading field or heading field filter icon.
Select the pivot cells for the row and column data. Drag the fields you want from the top of the window to the section labeled "Drop Data Items Here." For example, drag the Value field to populate the data item. The Pivot Report window updates to include the value details.
Optional. Use the Ribbon Menu options to change the output settings for the Pivot Report window. Click Parameters to access the set of Report Parameters dialog box to change your settings. Or, select the number of decimals to show for the result values from the Decimals dropdown.
Optional. If you have created a template for the report, click Save Layout in the Ribbon Menu. That way the next time you produce the report, the row and columns are already set up for you. If you want to create a new template, click Save As in the Ribbon Menu.

Tip:

To delete a template, click Parameters in the Ribbon Menu to display the Report Parameters dialog box. Select the template from the Run Template dropdown and click the red X next to the dropdown. A delete confirmation dialog box displays. Click Yes.
Optional. Click Export in the Ribbon Menu to save the data to a Microsoft Excel file (.xlsx or .xls). You have two options: export the Pivot View or Raw Data.
Close the Pivot Report tab.