About dynamic report scope

Dynamic report scope updates to include the specified templates in all the active projects that you've already created and that you create later.

Create a dynamic report scope

Before configuring dynamic report scope, you need to create the portfolio reports you want to update. Dynamic report scope only works for existing reports, and you can’t create new ones with it. 

Your report should be a single, portfolio-level report across all projects. The report can't be part of a blueprint. A portfolio report could be My Tasks, Unassigned Tasks, or Engineering Tasks. 

Once you've created your report, use the following steps to configure dynamic report scope:

1. In Control Center, go to Manage Program and edit the blueprint you want to work with. 
2. Click through to the Blueprint Components screen and enable Dynamic report scope. 
3. Click through the blueprint builder to the Dynamic report scope settings page. 
4. Use Search to find and select the report you want to change.

Select Refresh if you don't see a newly created report.

When adding reports, keep the following in mind:

• You can add up to 50 reports. Select + Add Report to add a configuration.
• Select x Remove report to remove a configuration.
• Use portfolio-level reports only. Don't use reports that are in the blueprint source folder.
• Reminder: If your report doesn't exist, create it in the portfolio-level workspace before using dynamic report scope.

5. Select the template sheets that you want to include from each project.
6. Browse through the blueprint builder to the last screen to save your changes. If you exit the blueprint builder midstream, it doesn't save your changes.

Once you've created your dynamic report scope, your portfolio-level reports update automatically when you provision, archive, or delete. For projects that are already provisioned before setting up a dynamic scope report, you should add those projects the next time you provision, archive, or delete a project. 

Things to keep in mind when using dynamic scope reports:

• When using dynamic report scope, any manual changes you made to the target reports criteria get overwritten when dynamic reports are updated.
• It can take up to two minutes for your changes to propagate through to your reports after you provision, archive, or delete a project.
• Dynamic scope reports have a limit of 20,000 sheets per report. If your selection exceed this limit, consider using multiple reports.
• Create a unique report for each blueprint, or the data in the report gets overwritten with data from the latest project provisioned. 
   

Edit a dynamic report scope

You may need to adjust the templates included or add/remove reports in your dynamic report scope settings. To do this, navigate to the Dynamic report scope settings in your blueprint builder, make your desired changes, and save them.

Changes are applied the next time you provision, archive, or delete projects.

Repair a dynamic report 

If the dynamic report needs to be updated to reflect the latest settings, or to ensure that it includes all the latest projects, use the Update Reporting tool. 

To update your reporting:

1. Log in to Control Center and open the program that contains the project needing updates.
2. Select the pencil icon on the far right of the project row.
3. Select Update Reporting.

You can only update one project at a time.

Remove projects from dynamic report scope

As a project reaches the end of its life cycle, you may want to remove it from your reports. To do this with your dynamic scope reports, configure an option in your Archiving workflows to remove projects when you archive them.

• Create a new Archive workflow or edit an existing one.
• Click through to the Project Filters and Actions section.
• Check the box for Remove project sheet(s) from Dynamic Report.

Any projects that you’ve deleted in Control Center no longer appear as part of dynamic reports.