Convert single project log reports to multi-project

Copy a single project report and convert it to a multi-project

  1. Go to Reports.
  2. Select Project Specific Reports for the Report Category dropdown.
  3. Select the appropriate Report Sub-Category.
  4. In the Standard Reports section, select the copy icon () next to the single project report that you want to convert to a multi-project.

    The duplicated report will appear under the Custom tab.

  5. Select the Custom tab and select the edit icon () next to the duplicated report.
  6. Select Save Report As to save the report as a multi-project report.
  7. In the dialog, select the Multi Project? checkbox and update the Report Name as needed.
  8. In the report designer, update the report title as needed.

    For example, if the original title of the report was SCOs Grouped by Prime, Subcontract and Status, you can revise it to SCOs Grouped by Project, Prime, Subcontract and Status.

  9. Select Save Report to save your changes.

Modify the main dataset that's used in the tablix control

  1. Select the data icon () to view the datasets used in the report.
  2. Select the three-dot menu icon () next to the dataset that's used in the tablix control and select Edit.
  3. Find the single project report parameter = @ProjectId and replace it with the multi-project IN @ProjectIds.
  4. Remove other filter criteria and report parameters as needed.
  5. Select FINISH.
  6. Select Save Report to save your changes.

Delete datasets that are no longer needed

  1. Do the following for each dataset that you want to delete:
    1. Select the three-dot menu icon () next to the dataset that must be deleted and select Delete.
    2. In the dialog, select YES to confirm your action.
  2. Select Save Report to save your changes.

Edit the WHERE clause for the remaining datasets

  1. Do the following for each of the remaining datasets:
    1. Select the three-dot menu icon () next to the dataset and select Edit.
    2. Find the single project report parameter = @ProjectId and replace it with the multi-project IN @ProjectIds.
    3. Remove other filter criteria and report parameters as needed.
    4. Select FINISH.
  2. Select Save Report to save your changes.

Remove the report parameters that are no longer needed

  1. Select the parameters icon ().
  2. For each parameter that's not referenced in any of the datasets, select the three-dot menu icon () next to the parameter and select Delete.
  3. Select Save Report to save your changes.

Edit the report parameter layout

  1. In the report parameters, select Edit Layout.
  2. Drag and drop the report parameters to the correct cells as needed.

    The hidden parameters must be at the top row.

  3. Select OK.
  4. Select Save Report to save your changes.

Set the multi-project parameter @ProjectIds to hidden

  1. In the report parameters, select the three-dot menu icon () next to the ProjectIds parameter and select Edit.
  2. Ensure that there's no spacing in the Name.
  3. Select only the Allow multiple values checkbox.
  4. Select Hidden from the Visibility dropdown.
  5. Select SAVE.
  6. Select Save Report to save your changes.

Next steps: Optionally, add a FromDate and ToDate report filter, as most standard multi-project log reports include a date range filter.

On the Reports page, under the Custom tab for single projects, find the duplicated single project report and select the trash can icon () to delete it.