Reporting, Episode 1

With the 2013 release, Microsoft improved the reporting experience from within Microsoft Project. Those improvements will be the subject of future Milestone Minutes: this Milestone Minute will focus on features that have been included in many of the prior versions of Microsoft Project.

Specifically, suppose we want to print a report (or print it to a PDF), and we’d like to customize the output. In our example, we’re using a built-in Project Overview report produced from Project 2016, as shown in the following illustration:

Reportingv1 Pic 1

Suppose we’d like to print the report to a PDF and also include the Project Name, Project Manager name, other Project fields, and other fields from the File Properties – how would we do that?

From the File tab, select Print. In the Settings section there is a link for Page Setup as shown in the following illustration:

Reportingv1 Pic 2

Clicking that link opens the Page Setup dialog box as shown in the following illustration:

Reportingv1 Pic 3

The Page Setup dialog box has been available in all recent versions of Microsoft Project. The tabs are summarized as follows:

  • Page – this tab allows the project manager to adjust orientation, scaling, paper size and page numbering
  • Margins – this tab controls the margins and borders for the report
  • Header – this tab allows general fields (such as Page Number, Last Saved Date, File Name, etc.) and Project fields (such as % Complete, % Work Complete, etc.) to be added to the header of the report. Fields can be entered left justified, center justified, or right justified
  • Footer – this tab functions exactly the same as the Header tab, but controls data placed on the footer
  • Legend and View tab – these tabs are used when printing a view, such as a Gantt chart, and will be covered in a future Milestone Minute

 

Applies To: All Current Versions of Microsoft Project

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