Custom Report

[Ron]

I have defined a custom table and filter. When I go to define the report, I
cannot get my custom table or filter to show in the drop-downs. Probably
something really stupid, but...

 

[John]

I have defined a custom table and filter. When I go to define the report, I
cannot get my custom table or filter to show in the drop-downs. Probably
something really stupid, but...

Ron,
What report are you trying to set up? How did you define your custom
table and filter?

As long as your custom table and filter appear when you go to either
View/Table/More Tables and Project/Filtered For/More Filters, and the
report is the type that uses a table and filter (not all of them do),
then it should work without any problem.

John
Project MVP

 

[Ron]

John

The filter simple looks for a specific resource name and tasks not
completed. The table defines task ID, start date, finish date and a text
field. I defined the report as a task report (have also tried resource) and
no problem with headings, footers, etc., but in the report definition, the
table and filter do not appear. I have also tried moving everything to
global in Organizer - doesn't make any difference. I also noticed this is
Project 2003 Standard weith none of the service packs applied.

Thank you

 

[John]

John

The filter simple looks for a specific resource name and tasks not
completed. The table defines task ID, start date, finish date and a text
field. I defined the report as a task report (have also tried resource) and
no problem with headings, footers, etc., but in the report definition, the
table and filter do not appear. I have also tried moving everything to
global in Organizer - doesn't make any difference. I also noticed this is
Project 2003 Standard weith none of the service packs applied.

Thank you

Ron,
First of all, Project 2003 Standard should work fine for what you are
trying to do even without any service packs.

1. When you go to View/Table/More Tables and Project/Filtered For/More
Filters, does your custom view table and filter show up in each
respective selection list?

2. Since you are talking about "reports" I assume you are creating a
custom report under View/Reports/Custom/Task/Edit. If so, then there
should be selection boxes for both a table and filter. If that is NOT
how you are creating the report, then we aren't communicating and I need
more information on exactly what you mean by "report".

John
Project MVP

 

[Ron]

John,

1. View/Table/More Tables - my table is there. Project/Filtered For/More
Filters - my filter is there.

2. View/Reports/Custom/Task/Edit - there are selection boxes from a drop
down list, but my custom table does not appear in the table list nor does the
custom filter appear in the list of filters

Thanks again for listening....

 

[John]

John,

1. View/Table/More Tables - my table is there. Project/Filtered For/More
Filters - my filter is there.

2. View/Reports/Custom/Task/Edit - there are selection boxes from a drop
down list, but my custom table does not appear in the table list nor does the
custom filter appear in the list of filters

Thanks again for listening....
:

Ron,
Right now, I'm as puzzled as you. It works fine for me, although I used
Project 2003 Pro with SP1. I also tried it with Project 2000 with SR-1.
Based on that the only thing I can suggest is that you install the SP1
update for Project 2003. If that doesn't work, you might try re-posting
- maybe someone else has some suggestions.

John
Project MVP