On site
Reports and exports
Every workbook, CSV, chart image and printed report.
Everything the app shows can leave it: as Excel, CSV, a chart image, a printed report, or a corrected XER.
Excel workbooks#
| Workbook | From | Contains |
|---|---|---|
| Full workbook | Dashboard, Export Excel | A dashboard sheet with KPI cards and native Excel charts, summary, diagnostics, insights and their evidence, health checks and violations, S-curve, float distribution, resources and histograms. Comparison, trend, risk and NEC4 sheets are added when those analyses exist |
| Forensic | Forensic Analysis | The whole forensic report, every row |
| Trend | Trend & Forecast | Summary, updates, periods, milestones, missed finishes |
| Baseline and delay | Baseline & Delay | Variance with a colour scale, milestones, scope added and removed, windows, delay contributors |
| Look-ahead | Look-ahead | WBS groups that fold, bars drawn from the dates, a Waiting-on sheet |
| Progress update | Progress Update | Overview, a sheet per person, team, all updates, guide |
The screen shows the first rows of long lists and says so. The workbooks carry every row.
CSV#
Every DCMA violation list, every insight's evidence, the activity register and the risk register download as CSV. Cells that look like formulas are neutralised, so a CSV can't run anything when it's opened.
Chart images#
Every chart has a button in its corner to save it as a PNG, for reports and slides.
Printed reports and PDF#
Each tab's Print button lays the tab out as a compact report:
- a one-line header naming the tab, the programme and its data date, and page numbers at the foot;
- tables in full, with headings repeated on every page;
- the light theme, without the sidebar, buttons or scroll boxes.
Choose the paper size and orientation in the print dialog. To make a PDF, choose Save as PDF as the printer. The look-ahead keeps its own printed sheet.
A corrected XER#
Repair XER writes a new XER that imports back into P6, after you've reviewed every change.