Creating reports displaying single plan objects (e.g. issue, risk) in P2ware Planner

Quite recently I received an email with a question how to solve this problem:

There is, quite often, a need to send issues to some external stakeholders. I've got a report in P2ware Planner that creates for me whole dump of issues and saves it into one file (pdf, rtf...). The problem is that I do not want to send whole issue log but just one issue to this particular person.

The problem may be extrapolated to sending any single plan element description, e.g. product, activity, resource, issue, risk, etc. The final result should be similar to: I enter issue number and specific document is created.


Let's start with issues sample report (see hyperlink at the bottom of article).

Sample issues report

1. Click Design button.

2. Go to Report properties, Parameters group and find Parameters property.

Report --> Parameters --> Parameters property

3. Add parameter Issue number

4. Next step is to add filtering. You will have to filter all objects using just added parameter. Go to Report -> Data -> Filter String. 

5. Add filter string filtering all entries: 'Issue Number Equals [Parameters.IssueNo]'.

6. Save report and close report designer. Upon refresh you will see Issue number box. Enter issue number and click Submit. Your report will be generated!

Sample reports (from this article) can be downloaded here.