Hi Jenny, How can I create a new Report Collection Navigator on the Home Page of any project?@Jenny Goodwin

Hi Rini,

On the Project tab of the Ribbon bar, click Report Collections. This will bring a pop-up with all the Collections, and here you can create a New Collection.

You will then be able to assign Reports to that collection

Hi Michael,

I am sorry, I might have not asked the question correctly or maybe did not understand the answer.
I already have a Report Collection with the same method that you explained. But i want to add that report collection to the Home Page under the default or custom heading like have "TBM Dashboards" ,"IT Finance", "IT Management", "Apps & Services", “Data & Allocations” as shown in the pic attached. How would I do that ?

Ah sorry.

In that case you will need to customise that report. and add element that you would like to have shown. This is a manual process, so not something that can automatically added, which I think is where you are going, and is a good thought for an RFE.

And the gotcha of customising this report is that if you upgrade the Cost Source component, you will have to re-apply your customisations.

Michael

Aaaah! That's a pain.

Thanks Michael for clarifying

We have replaced the out-of-the-box landing page with our own, with buttons that point to our custom reports. Thus, we indirectly have pointers to report collections, even with some more granularity.

Every button points to a report and by extension, to the Report Collection said document belongs to. This is what I mean by indirectly  above, Rini Thomas. By more granularity I mean that some of the reports linked to the buttons may belong to the same collection, thus making our users' life somewhat more comfortable ;-)

Helpful Info.Thanks

Hi Michael, how do you change the default report within a collection. I have reordered the tabs, but it still defaults to a particular report. Can this be changed?

Thanks!

This is a very interesting question that I had been asking myself, @Amanda Davis.

I just tried this and it seems to work.

In TBM Studio go to Project / Report Collections:
 

You can move around the reports by clicking the three vertical lines to the left of the name and dragging and dropping the ones you want to move to the desired position, the first one being the one on top:
 

The next time you access the collection it will go to the first one on the list.

Thank you replying@Michael Moulsdale!