Reporting Training

Unlock the full potential of your project data with OnePlan’s powerful reporting capabilities. Our platform offers a robust suite of tools designed to simplify data consolidation, highlight critical insights, and empower you to make smarter, faster decisions through dynamic visualizations.

Whether you’re new to OnePlan or looking to deepen your expertise, our Reporting Training is your gateway to mastering every aspect of reporting—from building custom dashboards to interpreting trends that drive strategic action.

Focused Learning, On Your Terms

Dive into bite-sized lessons focused on individual OnePlan components—perfect for quick refreshers or mastering specific features. These self-paced courses are ideal for users who already know the basics and want to sharpen their skills on demand.

Free
oneplanacademy
oneplanacademy Duration: 0 h 20 min 2 Lessons

Reporting Dashboards Course

This course introduces OnePlan Reporting Dashboards for plan managers and report consumers. Learn how they differ from Power BI, explore built-in features, and discover how to configure and use your own dashboards effectively.

Free
oneplanacademy
oneplanacademy Duration: 0 h 10 min 1 Lessons

Status Reports Course

This course is for project managers and planners using OnePlan to create and manage status reports. Learn to generate, update, submit, recall, and export reports, and integrate status reporting into your workflow for clear project tracking.

Free
oneplanacademy
oneplanacademy Duration: 0 h 14 min 2 Lessons

Power BI Reporting Basics Course

Unlock the power of data with this beginner-friendly course designed to help you build insightful reports and dashboards using Power BI within the OnePlan platform. Learn how to connect your data, create visualizations, and share interactive insig…

Unlock Expert Insights with On-Demand Webinars

Discover a growing library of recorded webinars designed to help you get the most out of OnePlan. Whether you’re just starting out or looking to refine your skills, these sessions deliver practical tips, proven best practices, and expert guidance you can apply right away.

Tech Tuesday | How to Build Integrated Reports with Power BI and OnePlan

June 3, 2025

Learn more about this session

Disconnected data makes it harder to get a clear picture of your portfolio. In the second session of our reporting series, we’ll walk through how to integrate Power BI with OnePlan to build interactive reports that provide visibility across projects, resources, and strategic initiatives. You’ll learn how to bring OnePlan’s data into Power BI, apply custom filters and parameters, and create reporting views that support better conversations and more informed decisions at every level.

Tech Tuesday | Reporting That Works: Personalizing Dashboards in OnePlan

May 20, 2025

Learn more about this session

You’ve got the data. Now it’s time to make it work for you. This session kicks off our 3-part Tech Tuesday reporting series with a walkthrough of OnePlan’s dashboards, which are built to help you track what matters, spot issues early, and communicate progress with clarity.

Whether you’re managing the day-to-day or monitoring progress across portfolios, you’ll learn how to create a workspace that works for you, keeping your most important metrics front and center so you can spend less time digging for answers and more time making decisions.