Formatting/Deleting fields in custom reports

[pfarsad]

Hi,
I am trying to build custom reports but I am still getting fields that I
don't need at all in the report like work or cost. Is it possible to remove
these fields when you are editing a custom report? Also I would like to add
resource names and other custom columns to my reports is that possible?

 

[JulieS]

Hello pfarsad,

You may find it easier to create a table showing the specific fields you
want to print and then just printing the table. Depending upon what
report you are looking at, you can edit the report by editing the under
lying table but in many circumstances the results are less than
satisfactory.

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

 

[Mike Glen]

Hi pfarsad,

Welcome to this Microsoft Project newsgroup

You might like to have a look at my series on Microsoft Project in the
TechTrax ezine, particularly #24 on customizing reports, at this site:
http://tinyurl.com/2xbhc or this:
http://pubs.logicalexpressions.com/Pub0009/LPMFrame.asp?CMD=ArticleSearch&AUTH=23
(Perhaps you'd care to rate the article before leaving the site,
Thanks.)

FAQs, companion products and other useful Project information can be seen at
this web address: <http://www.mvps.org/project/>

Hope this helps - please let us know how you get on

Mike Glen
MS Project MVP

 

[pfarsad]

Thank you so much JulieS!
I created a table but I am still in a bind with my "notes" column. I
created a column named notes in my custom table, but for some reason the
notes are coming up underneath the task and also in my notes column. These
are notes that I enter in tasks while working on project.

 

[JulieS]

You're most welcome pfarsad, and thanks for the feedback. You don't say
what report are you using, but you should be able to turn off the
display of the notes showing underneath. Select the report and click
the Edit button to edit the report. Click the Details tab and uncheck
the option for Notes under Assignment and/or Resources (if it is a
resource report) or Tasks (if it is a task report.)


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

 

[pfarsad]

You are a lifesaver that totally worked! Hopefully you have time for one
more that is baffling me. The report that I am using is a custom report made
with my new custom table. I need to show a column in this custom report that
states whether a project is on time or behind. Intially i used a column
named status and that says late or complete. Do you have any recommendations
on what I could use? Could I make my own column and if so how would I set it
up?

 

[pfarsad]

Just went through your link and that was great! I will definitely use this
information as a new MS Project user

 

[JulieS]

Hello pfarsad,

I'm glad to know the directions helped to fix your report and thanks for
the feedback.

To your recent question. I would personally recommend the Status column
as a good choice. You certainly can make your own custom field but you
would need to create the formula to set and display the criteria you
want to use. The status field is already there and as long as you are
updating the tracking on your project regularly, as well as setting the
appropriate Status date, I think it works well.

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

 

[Mike Glen]

You're welcome, pfarsad

Mike Glen
MS Project MVP
See http://tinyurl.com/2xbhc for Project Tutorials