HOPEX Portfolio & Planning > Analyzing Portfolios > Accessing HOPEX Portfolio & Planning Analysis Reports
Accessing HOPEX Portfolio & Planning Analysis Reports
The different report templates proposed as standard by HOPEX Portfolio & Planning are designed to compare initiatives of a portfolio based on specific criteria. Different report types offer different analysis possibilities.
To access existing reports on a portfolio or to create new reports from report templates:
1. Right-click the portfolio and select the Documentation >Report Discovery command.
The list of report templates is displayed in the edit window. They are classified by folders corresponding to different categories.
2. Click button on the right of a folder to view the proposed report templates.
Report templates can contain one or several parameters. Certain parameters are defined automatically with the value of the selected object. Other parameters must be specified. Depending on the report template, you can:
• directly launch the report
• modify default values and launch the report
• enter missing parameters and launch the report.
For more details on report creation, see "Managing reports (Windows Front-End)", page 314.