Reports → Datasheet Options → Manage Datasheets
As progress is made on an item, users with appropriate permissions can create datasheets in the Reports module to analyze item data.
There are two kinds of datasheets you can create: you can create a datasheet from scratch, or you can create a datasheet that is based on a datasheet type. When you assign a datasheet to a datasheet type, all of the datasheet's properties and charts are defined for the datasheet by the datasheet type you select.
You can make any datasheet or datasheet type that you create a private datasheet, and you have the option of sharing your private datasheet with other users and/or members of a security group. When a datasheet is private, only the user that created the datasheet can view and modify the datasheet, unless you are sharing the datasheet. When you share a datasheet, the users and/or members of the security groups you assigned to the datasheet can also view and modify the datasheet.
To make your datasheet private, select the Private check box on the General tab. To share your private datasheet, select the Share button next to the Private check box.
Use the Add, Delete, Edit, and More options in the navigation pane (or use the right-click options in the item hierarchy) to manage datasheets.
Add a datasheet for most item types.
As you review a datasheet that displays data in a portfolio, you may decide that you want to see the same datasheet columns, but with different data, in a different portfolio. Copying a datasheet will also copy any charts associated with that datasheet.
When a datasheet is no longer useful for portfolio data analysis, delete it.
You can move a datasheet between portfolios. Moving a datasheet will also move any charts that are associated with that datasheet.
You can export the information in a datasheet as a CSV file.
Datasheets can be viewed from the Datasheets tab in the Reports module.
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