Configure the Historical Reporting Options

Reports can be configured to retrieve historical data. This enables you to report on data from a certain point of time in the past. You can specify a reporting date by choosing an exact calendar date or by specifying a time interval relative to the current time.

To configure historical reporting options:

  1. In the object selector, select Workspace, Project, Portfolio, or Program, and then select an object name from the list.
  2. From the Main Menu, select Reports, and then select Report List.
  3. On the Report List page, in the table, select a report, select the Context menu, and then select Edit.
  4. In the Report Editor panel, in the pane, select the History list.
  5. Select Run report using historical data to enable historical reporting, and then specify report date options:
    • Specify a date: Select this option, and use the date picker to select today or a date in the past to run the report against.
    • Specify a time interval: Select this option to select a time relative to the current time to run the report against.
      • If you selected a weekly time frame, in the Week ending on list, select the day the week ends.
  6. Select OK.
  7. Select Save.
  8. In the Report Editor panel, select Close.

    Note: Make a time selection that is at least one hour prior to the current date and time. Updates made to historical data might take up to an hour to appear.