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FAQ › How do I...? › Category: Reports
How to create a chart/table for tasks in a visual report?
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Answer
To create a chart/table for tasks 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 Tasks tab to edit the data for tasks.
How to print a visual report?
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Answer
To print 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. Add or change the desired elements then in the Design menu click on Page Setup button. Set the desired print options then click on Print… button then click on OK button. Note: You can also print the visual reports by going to menu File – Print.
How to show page breaks in visual reports design page?
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Answer
To show the page breaks in visual reports design page, go to menu Report - Visual Reports – select the desired report and click OK. In the Design menu click on the Page Breaks button.
How to delete a new visual report?
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To delete a new visual report, go to menu File – Account – Organization Information – Global Settings – Organizer tab – Reports tab. Select the desired report from the Current Project section and click on Delete button then click OK. Note: You can also delete a visual report directly from the Report Designer View by going to menu Design – Report Organizer – select the desired report from the Current Project section and click on Delete button then click OK.
How to rename a visual report?
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Answer
To rename a visual report, go to menu Report - Visual Reports – select the desired report and click OK. In the Design menu click on the Rename Report button. Type in a new name and click OK. Note: You can also rename a visual report by clicking on the Report Organizer button from Design menu - select the desired report from the Current Project section – click on Rename button – type in a new name and click OK.
How to add a table in a visual report?
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Answer
To add a table 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. In the Design menu click on the Insert Table button. Tip: When you click on a table, two buttons will become available to the right of the chart. Use the Customization button to customize the border and Filters button to open the Fields List panel to filter the information that goes into the table.
How to add a chart in a visual report?
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Answer
To add a chart 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. In the Design menu click on the Insert Chart button. Select the desired chart type and click OK. Tip: When you click on a chart, two buttons will become available to the right of the chart. Use the Customization button to customize the border and Filters button to open the Fields List panel to filter the information that goes into the chart.
How to add an image in a visual report?
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To add an image 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. In the Design menu click on the Insert Image button. Select the desired image and click Open. Tip:  To format the image border, click on the Customization button to change the width, style and color of the border.
How to add a text box in a visual report?
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Answer
To add a text box 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. In the Design menu click on the Insert Text Box button. Tip:  To format the text, select the desired text and an edit panel will appear where you can change the font, size, font style, alignment, background color and text color.
How to change data in a visual report?
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To change the data in a visual report, first go to menu Report – Visual Reports – select the desired report and click OK. In the Design page, click on the table or chart you want to change. Use the Fields List pane on the right of the screen to select the criteria type, fields category, select the fields that appear in the chart/table, apply filters, group the data, select the outline level and sort data. Tip: When you click on a chart/table, two buttons will become available to the right of the chart. Use the Customization button to customize the border and Filters button to open the Fields List panel to filter the information that goes into the chart/table.
Are there any predefined visual reports?
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You can use the following predefined Visual Reports:

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

Note: Each report is customizable, so you can choose the data you want to display and the format in which you want to display it. You can also create custom reports from scratch.
How to open an existing visual report?
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To open an existing visual report, go to menu Report – Visual Reports – select one of the predefined visual reports and click OK. Note: Any of the elements in the Design page are fully customizable. You can add and delete elements and change the data to meet your needs.
Where can I find the Visual Reports functionality?
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You can find the Visual Reports functionality by going to menu Report – Visual Reports button.
What is the Visual Reports functionality?
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The Visual Reports in Project Plan 365 are customizable reports that include both formatted text and graphics to display information from a Microsoft Project (.MPP) project file. These reports provide users with a clear and concise overview of project status, progress, and performance.
How do I rename an existing Report used by my organization?
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Answer
To rename an existing report used by your organization, go to File menu - Account – Organization Information – Global Settings – Organizer tab, on Report tab, select the desired Report and click Rename button. Enter the new name and click OK. 
How do I delete a report from Global?
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To delete a visual report from organizer, go to File menu - Account – Organization Information – Global Settings – Organizer tab, on Reports tab, select the desired Report and press on Delete button. 
On what platforms is the Project Status Report available?
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The Project Status Report is available on the following platform: Windows, Mac and iOS.

How do I export the Project Status Report?
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In order to export the Project Status Report, go to File – Info/Status – Project Status Report – click Export – select the exporting format (Excel, Word, XML, PDF or image) and the location where you want to save it and click Save. Note: On iPhone, to generate the Project Status Report, go to Menu – Report – Project Status Report.

How do I create a Project Status Report?
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In order to generate the Project Status Report, go to menu File – Info/Status – Project Status Report select the report and click “Select”. Note: On iPhone, to generate the Project Status Report, go to Menu – Report – Project Status Report.

On what platform is the Portfolio Info functionality available?
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The Portfolio Info functionality is currently available only on Windows, Mac and iOS platforms.

I can’t find the Project Status report in the Report menu.
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 If the Project Status Report isn’t available in the Project Plan 365 application, please make sure you have the latest version of the application installed on your device: Download
Can I customize the Project Status Report?
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Can I customize the Project Status Report?
What does the Project Status Report do?
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The Project Status Report helps you view the current status of your project. It is a summary of how your project is progressing.
Can I add multiple projects in the Portfolio?
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In a Portfolio, you can add up to 10 projects. If you want to select more than 10 projects, the following message will be displayed: “Limit reached (10 items max)”.
Can I add projects saved to a division to a Portfolio?
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You can add projects saved to a division to a portfolio. Note that only team members that have access to the division can view the portfolio information for this project. Team members that do not have access to the division will have the following message displayed: “You do not have permission to view information about this project”.
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