Exporting a Status Report to PowerPoint

hurbanus
Tera Contributor

‎05-26-2023 09:30 AM

We have recently install the plug-in for exporting the status report to PowerPoint.  We followed the instructions for setting it up.  The text inserts come across fine, however, the table inserts are not coming across.  

 

We have checked articles and product documentation and can not identify what is causing parts of the status report to not come across.

 

Can anyone suggest things we should be looking for?

 

Thank you

Holly

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Elijah Aromola
Mega Sage

‎05-26-2023 10:06 AM

Have you modified the powerpoint template at all or is it out of the box? And can you show an example of what you're seeing? 

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hurbanus
Tera Contributor
In response to Elijah Aromola

‎05-26-2023 10:14 AM

We have tried the OOTB template and a modified template.  Neither were showing Risks, Issues, Key Milestones, etc.  I have attached a status report and the template used.

Preview file
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Preview file
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Farfara
Tera Contributor
In response to hurbanus

‎06-01-2023 09:50 AM

Hello @hurbanus, If you added new fields in your template, check the mapping between risk table and risk_baseline for example. 

 

So I have a question by the way, how did you make this color on the status ?

Farfara_0-1685638242548.png

 

 

FF

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hurbanus
Tera Contributor
In response to Farfara

‎06-02-2023 01:29 PM

Use the Overall Health column from the status report.

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