Creating Custom Reports

     

Creating Custom Reports

In addition to customizing the reports that are already available, Project allows you to create your own reports to specifically address your reporting needs. For the most part, creating a new view is not very different from editing an existing one, but this section will cover the basic tasks involved with creating new reports.

Creating a New Report

Select the View, Reports menu item.

Double-click on Custom.

Click the New button.

Select the type of report you want to create.

Click OK.

Define a name for the report and edit the definition, details, and sort information.

Click OK when finished.

Create a Copy of an Existing Report

Select the View, Reports menu item.

Double-click on Custom.

Select the report you want to copy.

Click the Copy button.

Enter your new name for the report.

Edit the definition, details, and sort information in the corresponding tab sections.

Click OK when finished.

Deleting Reports

Select the Tools, Organizer menu item.

Click the Reports tab.

Select the report you want to delete.

Click the Delete button.

Click Close.