Exporting a Status Report to PowerPoint
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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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Project Portfolio Management
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05-28-2023 08:21 PM
Hi @hurbanus
Can you please verify followings:
1. Check if the baseline records exist - for this first navigate to status report (project_status) then add related list for baseline(project_status_report_baseline) -> go to that record and again add related list of baselines (like risk_baseline, issue_baseline etc) and check if any such record exist.
2. If the above record exist, then try to filter those records with exact filter criteria as provided in the template (you can check the filter query by opening the link attached to any token '}' and inserted on last curly bracket)
3. If the above 1 & 2 check is correct, then also verify that oob template record report type is pointing to project status report.
4. Verify that there is no modification in the powerpoint report type(sn_ppt_export_ppt_report_type) record for "project status report", oob we have risk baseline(sn_ppt_export_ppt_related_table ->0fc5e92777b30110c974206acd5a9981) , issue baseline etc mapped to project_status
If the above all check passes and the issue still persist then please let me know and if you could share some screenshot that would help.
Thanks
Rahul