Custom Report

[chazparks]

Is there a way to make custom reports in Project?

I would like something like:

"Unique ID" "Owner" "TaskName" --1st task
"Resource Name" "Start"

"Unique ID" "Owner" "TaskName" --2nd task
"Resource Name" "Start"etc.

TaskName should also be able to wrap for all text.

 

[JulieS]

Hello chazparks,

Yes, you can create custom reports in Project. However, you may
find that creating a table to show the required fields and then just
printing the view gives you much more control over the display of
the data.

I hope this helps. Let us know how you get along.

Julie
Project MVP

Visit http://project.mvps.org/ for the FAQs and additional
information about Microsoft Project

 

[chazparks]

How do I create a table in Project and base a report on that table?

 

[JulieS]

Hi Chasparks,

To create the new table:

View > Table, More Tables, New
OR
View > Table, More Tables, Take an existing table and copy it.

In the table definition dialog add or delete fields as needed. From
your description below I'd make a copy of the Entry table and add
Unique ID, delete Duration, delete the predecessor field. The Name
field (Task Name), Start, and Resource Names fields are already
there.

To create a report:
View > Report, Custom. Select a Task Report. In the report
definition select the table you create.

Julie

 

[chazparks]

I don't have View Tables.

I'm Using Project 2007 (12.0.6423.1000) SP2 MSO(12.0.6425.1000).

Should I be using a different version?

 

[chazparks]

Here is a sample of what I want the report to look like
http://cid-ecd92ccfad7ce610.skydrive.live.com/self.aspx/.Public/FullQI111709175705.pdf

 

[JulieS]

If I have read your posting correctly, the pdf file was not created
in Project. It looks like it was a Word document. I cannot begin
to think of a way to create that in Project as it is a *not* a
project -- it's a check-list with details.

Julie

 

[JulieS]

I don't understand. Are you saying there is no menu option?

Click on View
Click on Table:Current table name
Click on More tables


Julie
Project MVP

Visit http://project.mvps.org/ for the FAQs and additional
information about Microsoft Project

 

[chazparks]

Thanks for the links. I don't see the option to create a report style that
I'm wanting. Does that need to be done in Crystal Reports and called from
Project? Is there a way to do that?

 

[chazparks]

I have View\Table:Entry and that has a more tables option. I think, the
different word after "Table:" threw me off the first time. Thanks for
pointing that out as the Current Table Name.

Report is on my main toolbar though not under View. Is there a difference?

 

[JulieS]

Glad you found it. I did not know you were using Project 2007 until
your recent post. The reports are under the Report menu in 2007.

Julie

 

[chazparks]

The document was created outside of Project but I'm wanting to create
something that looks like that from data stored in Project. Here is a
revised example:

http://cid-ecd92ccfad7ce610.skydrive.live.com/self.aspx/.Public/SampleProject.bmp

 

[JulieS]

If you want to use the data stored in Project for parts of the
report, you can export the fields of interest (Assignment owner,
Task Name, etc) to Excel. You then have several options:

Create the report in Word and use Word's mail merge capabilities to
pull the data from the Excel spreadsheet.

Create the report directly in Excel using the exported data.

Take the excel data and import into Access. Create the report in
Access.

The one option I do not think is available is the creation of the
report in Project.

Julie