Customizing an existing report

You can customize almost every report that you've seen in this chapter. For a few reports, such as the Working Days report, the only item that you can change is the font information that Project uses to print the report. For other reports, however, you can change the table or the task or resource filter to change the content of the report. Click the Edit button when preparing to print the report to make these changes. When you click the Edit button, Project opens the dialog box that relates to the report that you selected. For example, if you select the Working Days report in the Overview Reports dialog box (choose View O Reports O Overview) and then click Edit, Project opens the Report Text dialog box, as shown in Figure 13-38.

Figure 13-38: Use the Report Text dialog box to change the font of the report items.

Similarly, if you select the Tasks Starting Soon report from the Current Activities dialog box and then click Edit, Project opens the Definition tab of the Task Report dialog box, as shown in Figure 13-39.

Figure 13-39: Use the Definition tab to change the report's filter or table.

Editing reports: The type determines the dialog box

Remember that the type of report that you select initially determines the dialog box that you see when you click Edit in the report's category dialog box (for example, the Overview Reports dialog box or the Cost Reports dialog box). In addition to the dialog boxes that you've seen in this chapter, you may also see the Resource Report dialog box or the Crosstab Report dialog box, both of which contain slightly different options (primarily on the Definitions tab) than the Task Report dialog box.

For example, when you edit the Who Does What report before printing it, Project opens a Resource Report dialog box. On the Definitions tab of this dialog box, you can select filters that are related to resources, whereas the filters in the Task Report dialog box pertain to tasks. Or, if you edit the Cash Flow report before printing it, Project opens a Crosstab Report dialog box from which you can select the information that you want to appear on each row; the default information is Tasks and Cost.

From the Details tab, shown in Figure 13-40, select the information that you want to have included on the report. You may want to display predecessors for tasks or place a gridline between details.

lash Report S

Definition

R Notes

Assignment P Notes

Petits

f7 Schedule

P Predecessors

r Cost

P Successors

P Worfc

P Border around details I- £ridlines between details P Show totals

P Border around details I- £ridlines between details P Show totals

Figure 13-40: Use the Details tab to specify the information that you want to include on the report.

Note The options on the Details tab change from report to report.

From the Sort tab, shown in Figure 13-41, select the sort orders for the report.

Figure 13-41: Select a sort order for the report.
Project Management Made Easy

Project Management Made Easy

What you need to know about… Project Management Made Easy! Project management consists of more than just a large building project and can encompass small projects as well. No matter what the size of your project, you need to have some sort of project management. How you manage your project has everything to do with its outcome.

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