Reporting, Episode 5

In Episode 4 of our series on Reporting, we discussed the various components on a pre-defined report. We started with a predefined report, such as the Project Overview, since it is often good to begin with a pre-defined report, modify it, and rename the new report.

Suppose today is 11/19/18, and we are examining the Project Overview report. The report is shown in the following illustration:

Reporting 5 Pic 1

Suppose I want to use the same report on several different projects – the report doesn’t identify the project name. I could certainly create a text box and type it in, but then I’d have to do it for each project. So … let’s modify the report!

To display data elements from the project, we use a Table. From the Design tab, Insert group, click on Table as shown in the following illustration:

Reporting 5 Pic 2

The inserted table will appear in the middle of the report, with the Field List opened on the right as shown in the following illustration:

Reporting 5 Pic 3

Every inserted table always has Name, Start, Finish, and % Complete, and the table is shown as a banded table, with the field names above the data. Fortunately, it is easy to change the data elements and reformat the table. Since we only want the project name, from the Field List on the right, deselect Start, Finish, and % Complete. (If the Field List is not visible, simply click on the table.) The report now looks like the one as shown in the following illustration:

Reporting 5 Pic 4

Using the Design tab of the Table Tools section of the ribbon, we de-selected the Header Row and the Banded Rows, cleared the fill in the box, and then moved the newly created table above the text box that says Project Overview. Adjusting the two text boxes and changing the font, our report is now shown in the following illustration:

Reporting 5 Pic 5

Finally, we’ll select the Design tab, click Manage, and choose Rename Report. We’ll give our report a unique name, say, Titled Project Overview. We can then use the Organizer to copy our report to the Global.mpt for use in other projects!

 

Applies To: Microsoft Project 2013 and

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