Thursday, 27 September 2018

Project Creating New Reports


Creating New Reports

New reports can be created in the sixth category of custom. The new reports can be totally new reports or copy of existing reports.




Copy Reports

 1.     select the report to be copied,
 2.     give it a new name
 3.     edit as normal

Create a New report

     1. Click on the new button

    2. Select type of report required



3.     Give the report a name

4.     Choose the Table and Filter that the report is to be based on.

Tables control the combination of columns displayed. Filters control which tasks / resources are shown.



 5.     The report can be fine tuned by using the details and sort tabs. (Be careful of adding too much detail as this can make the report look too cluttered.)

6.     The period option on the definition will allow you to set whether the report is a simple list (entire project) or whether the period is broken down by weeks, months etc.


This report can be selected via the custom categories.



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