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#MS PROJECT REPORTS HOW TO#
That said, instead of covering how to use these tools, we are going to cover three important guidelines for customizing and formatting your reports.ġ. These are all tools common to all Microsoft Office products. We can be almost 99.9% sure that if you are using Project 2013, you have also used other Office products and are familiar with these tools. Using the tools in this tab, you can customize your standard report by adding a theme, changing the font, adding effects, etc. You can also add images, shapes, and text box. What's more, you can add page breaks, adjust the margins, and set the orientation or paper size. Once you create a report in Project 2013, a new tab will appear on the ribbon. This is the Report Tools Design tab, pictured below. Project allows you to sort by three criteria in ascending or descending order. Details. You can also include details for tasks such as task notes and predecessors. Details for resource assignments, notes, and cost can also be included. What's more, you can show tools, add a border, or place gridlines between the details of the report.Definition. The definition includes the name of the report, the time period for the report, the table of information, any filters that you've applied, and whether or not you want your summary of tasks to appear.We are going to choose Burndown.Īs we told you, you can also customize standard reports. There are three categories that you can edit or modify in a standard report. To run a dashboard report, click the Dashboard dropdown arrow (under the Report tab), then select which report you want. When we click on Resource Overview, the report is generated for us in the Project 2013 window.ĭashboard reports are new to Project 2013. There are five dashboard reports: We are choosing Resource Overview just to show you how easy it is to run a standard report. We are going to choose the Resources Category.
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To run a report, first click a report category, as we showed you in the last section. Pictured below is the different standard reports for the Resources Category There are four standard report categories: To run a standard report, go to the Report tab. In addition, you can also customize standard reports by changing their name, the periods they cover, the table of information, and the filters. You can also add themes, formatting, images, and shapes to standard reports. Some let you choose the orientation (landscape or portrait). You can choose the format for standard reports, such as a table, chart, or comparison report. Standard reports are predesigned reports that Project offers you. They offer a lot of choices regarding the information you can add, so at the same time that we say they're predesigned, they're also customizable.