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FAQ › How do I...? › Category: Reports
What type of subscription do I need to be able to create a Scheduled Report?
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You are allowed to create Scheduled Reports with both Standard and Business subscriptions. Please note that with the Standard subscription you are allowed to create only one Scheduled Report and with the Business Subscription you are allowed to create unlimited Scheduled Reports.

Note: With a Standard Subscription you are only allowed to select predefined Global Reports, the Enterprise Reports are available only with a Business Subscription.

Why am I receiving a Project Status Report?
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When you save a project file in Drive 365 for the first time, a default Project Status Report is automatically scheduled with weekly delivery.To edit the report, go to the Reports page in our Online Portal or, in the app, go to menu Report – Scheduled Reports.
Can I add multiple Visual Reports in the same Scheduled Report?
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You can add only one Visual Report per Scheduled Report.
Can I edit a Visual Report used in a Scheduled Report?
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To edit a Visual Report used in a Scheduled Report, in the app, go to menu Reports – Visual Reports – select the desired report – click OK– in the Designer page make the desired changes – then save the project by going to menu File – Save.Note: To learn more about how to edit visual reports go to the Visual Reports Online Help Article.
What are the predefined Visual Reports I can add in a Scheduled Report?
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You can add the following predefined Visual Reports in a Scheduled Report:
  • Project Status - displays the overall status of the project, including the percentage complete, duration, and cost.
  • Upcoming Tasks - displays tasks that are scheduled to start in the next week or two.
  • Critical Tasks - displays tasks that are critical to the project's success.
  • Late Tasks - displays tasks that are overdue.
  • Task Cost Overview - displays the total cost of tasks in the project, broken down by resource and task
  • Milestone - displays project milestones and their associated tasks.
  • Resource Overview - displays resource assignments and their workloads.
  • Burndown Report - displays the progress of tasks over time
  • S-Curve Report - displays the progress of costs or work over time
  • Project Goals - displays the project goals and objectives
What Visual Reports can I add in a Scheduled Report?
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The predefined Visual Reports are available to be added in the Scheduled Reports by default. You can also add any custom Visual Report created inside the application that are copied in the Global Settings. To learn more, go to the Visual Reports Online Help Article.Tip: To copy a custom Visual Report in the Global Settings, go to menu File – Account – Organization Information – Global Settings – Organizer tab – Reports tab – select the desired report – click Copy then click OK.
How will I receive my Scheduled Report?
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Based on the entered email addresses and the set delivery time, you will receive an email with the Scheduled Report attached as a PDF document.
Can I use the created Visual Reports in all organization projects?
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To use the created Visual Reports in all organization projects you need to copy them in Global Settings by opening the desired report from menu Report - Visual Reports - in the Design menu click on Report Organizer - Reports tab - select the desired report from the Current list and click the Copy button to copy it to the Global list. Click OK to save the changes.Note: In order for the copied visual reports to appear in all organization projects, use the New Project using Global Settings option from the File - New menu or go to menu File - Options and check the "Use global settings when creating a blank project option".
How do I copy a report in Global?
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To copy a report in Global, go to File menu - Account – Organization Information – Global Settings – Organizer tab, on Reports tab, select the desired Report from the current project and click Copy button to copy it to Global.

On what platform is the Visual Reports functionality available?
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The Visual Reports functionality is currently available only on the Windows and Mac platforms.

How do I generate a burndown report with Project Plan 365?
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To generate the Burndown report, go to menu Report  - Visual Reports - Burndown Report.  Note: To access the original version of the Burndown Report, please go to menu Report – Custom – select Burndown Report – click Preview.

How can I create a visual report from scratch?
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To create a visual report, go to menu Report – New Report – select one of the three options: Blank/Chart/Table. Type in a name to your report and click OK. A new Design menu will become available where you can add and customize the report elements.    Blank – creates a blank canvas. Allows you to create a report from scratch, adding text boxes, images, and other elements as needed. This is a good option if you want complete control over the design of your report.    Chart – creates a chart comparing Actual Work, Remaining Work, and Work by default. Allows you to create a report that displays data in a chart or graph format. You can choose from several chart types, such as bar charts, pie charts, and line graphs.    Table – creates a table with Name, Start, Finish, and % Complete fields by default. Allows you to create a report that displays data in a table format. You can choose which data to display and how to format it.    Note: Any of the elements you create from scratch are fully customizable. You can add and delete elements and change the data to meet your needs.

How to see guide lines when aligning elements in a visual report?
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To see guide lines when aligning elements in a visual report, hold the CTRL key pressed and move elements in the page, you will see blue dashed lines that will guide how to align elements vertically, horizontally, or both.
How to maintain the ratio when resizing an image in a visual report?
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To maintain the ratio when resizing and image in a visual report, hold the SHIFT key and resize the image by drag-and-dropping one of the border corners.
What subscription do I need to have to use the Visual Reports feature?
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The Visual Reports feature is available only with a Business Subscription.
How to delete an element from a visual report?
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To delete an element from a visual report, either right-click on an element and select Delete or select an element and press the Delete key on keyboard.
How to copy/paste an element in a visual report?
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To copy/paste an element in a visual report, right click on any element and select Copy. Right-click anywhere outside the element and click Paste.
How can I disable header row in a table from a visual report?
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To disable header row in a table from a visual report, first open the desired report by going to menu go to menu Report - Visual Reports – select the desired report and click OK. Click on the desired table and click on the Customization button. Uncheck the Show Header Row check box and click OK.
How can I Zoom Out in a visual report?
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To Zoom Out in a Visual Report, hold the CTRL key and scroll down using your mouse scroll or hold the CTRL key and press the “-” button on keyboard.
How can I Zoom In in a visual report?
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To Zoom In in a Visual Report, hold the CTRL key and scroll up using your mouse scroll or hold the CTRL key and press the “+” button on keyboard.
How can I change the order of the fields displayed in a chart?
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To change the order of the fields displayed in a chart, first open the desired report by going to menu go to menu Report - Visual Reports – select the desired report and click OK. Click on the desired chart to open the Fields List panel. In the second box with the selected fields, either drag-and-drop the desired field name up or down or right click on a field name and click Move up/Move down buttons to change the fields order.
How to Export to PDF a visual report?
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To Export to Image a visual report, first open the desired report by going to menu go to menu Report - Visual Reports – select the desired report and click OK. While in the Report Designer view, go to menu File – Export – Export to PDF.
How to Export to Image a visual report?
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To Export to Image a visual report, first open the desired report by going to menu go to menu Report - Visual Reports – select the desired report and click OK. While in the Report Designer view, go to menu File – Export – Export to Image.
How to create a chart/table for goals in a visual report?
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To create a chart/table for goals in a visual report, go to menu Report - Visual Reports – select the desired report and click OK or go to Report – New Report – Blank/Chart/Table. Click on Insert Chart/Insert Table button or click on the desired chart/table and from the Fields List pane click on the Goal tab to edit the data for goals.
How to create a chart/table for resources in a visual report?
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To create a chart/table for resources in a visual report, go to menu Report - Visual Reports – select the desired report and click OK or go to Report – New Report – Blank/Chart/Table. Click on Insert Chart/Insert Table button or click on the desired chart/table and from the Fields List pane click on the Resource tab to edit the data for resources.
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