Custom Reports

Online Help > Custom Reports

What does the "Custom Reports" functionality do?

The "Custom Reports" functionality allows you to create and customize striking graphical reports of whatever project data you want.

How do I customize a report?

To change a custom report go to menu Project - Report - Custom. Select the desired report and click on the Customize button.

How do I create a custom report?

To create a new custom report go to menu Project - Report - Custom - New and fill in all the fields with desired settings.

What information is displayed on a custom report?

In a custom report, you can find information relating to resource and tasks. As you work on the project, the reports will reflect the latest info — no manual updates required!

How can I export a report to CSV?

In order to export a report to CSV, go to the Report menu, select the report you want to be exported to CSV and click Export. In the Save as dialog, type the file name and choose the Save as type – Excel Export (*.csv) and then click Save.

How can I export a report to PDF?

To export a report to PDF, click the Report tab – Select the desires report – click Export – Select the location and the name for the report – Save.

Can I export the Cashflow report to csv/excel?

All the reports can be exported to CSV.

What information do the Cost Reports provide?

The Cost Reports provide information regarding the costs of the project such as Overbudget Tasks or Overbudget Resources.

How do I see a progress chart?

You can see a progress chart creating a custom report or a visual report by going to menu Report - Custom Reports - New.

How can I view a list with all reports in Project Plan 365 app?

In order to view a list with all reports available in Project Plan 365 app, go to menu Report - Custom.

Step by step how to create a custom report:

1. Open the desired project file.

2. Go to menu Report - Custom.

3. Click on the New Report button.

4. In the Table tab you can insert the report name, select columns, select filter and sort(optional).

5. In the Charts tab you can add/edit/ delete charts. Click on the New button to open the Charts Definition dialog.

6. In the Chart Definition dialog you can:

  • Insert the chart name
  • Select chart type (Bar/Column/Line/Pie)
  • Select item type(Task/Resource)
  • Select filter
  • Select group by
  • Select outline level(task only)
  • Select fields category(Name/Resource Names/ Time for tasks; Name for resources)
  • Select what fields to be used for chart generation

7. Click on the Save button to save the newly created report.

8. Click on the Preview button to visualize your report.

Step by step how to customize an existing report:

1. Open the desired project file.

2. Go to menu Report - Overview, for example.

4. Select the Milestones report, then press on the Customize Report button.

5. Select the desired changes and click on Save.

6. The customized report will be opened.

Use Case Sprints:

We have an agile project and we want to create a report that reflect the amount of work for each sprint and the remaining work.

Steps to achieve this:

1. Open the desired project.

2. Go to menu Report - Custom - New Report.

3. Fill in the report’s name, select the desired fields to be shown in the table and sort by Task Id ascending.

4. Go to Charts tab and create two new charts as following:

  • Work per Sprint:
    • Type - Pie Chart
    • Filter - Active Tasks
    • Group by Sprint
    • Fields category - Name(Task Name)
    • Select work field
    • Preview and press OK to save the new chart

  • Remaining Work:
    • Type – Column Chart
    • Filter – Active Tasks;
    • Group By – Sprints;
    • Fields Category -Name(Task Name);
    • Select Remaining Work and Work fields;
    • Preview and press OK to save the new chart.

5. Press Save in Customize Report dialog.

6. Press Preview or double-click the newly created report to see the results.

Step by step on how to view a list with all available reports in Project Plan 365 app:

1. Go to menu Report - Custom.

2. Select the desired Report and click on Preview, Print or Export button.