microsoft project training course london - reporting
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Forum home » Delegate support and help forum » Microsoft Project Training and help » microsoft project training course london - Reporting

microsoft project training course london - Reporting

resolvedResolved · Low Priority · Version Standard

replyReplyFri 1 Dec 2006, 15:10Delegate Marios said...

Reporting

I would like to produce a report with ONLY the following fields:-

Resource Name
Task name
Start date
Finish date
Notes (assigned to task)

To be sorted by Resource Name.

How do I do this?

Thanks

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replyReplyTue 5 Dec 2006, 15:49Trainer Andrew said...

RE: Reporting

Hi Marios

Custom reports depend on Project tables. So the first step is to create a table or customise an existing one so that it contains only the fields (or columns) of data that you want.

Next from the view > reports menu double click on custom then choose New and select Task report type.

Name your report and from the table drop down dialogue box choose the table you customised earlier on.

Finally go to the Sort tab. Here you will find that you can apply sort criteria to the fields in your table e.g. Resource Name

I hope this helps - do let us know if you have any further questions.

Kind regards,

Andrew

replyReplyThu 7 Dec 2006, 15:39Delegate Marios said...

RE: Reporting

Hi Andrew,

About 90% there but not quite working.

I cannot get the task name to appear as it does not show as a selectable field.

Can I email the .mpp to you to look at?

What is your email address?

Marios

replyReplyFri 15 Dec 2006, 10:23Trainer David said...

RE: Reporting

Hi Marios

If you could email through to info

Please make sure that you make it clear that it is for the attention of andrew

Thanks

David

replyReplyMon 18 Dec 2006, 11:32Delegate Marios said...

RE: Reporting

File sent today 18/12/06

Marios

replyReplyMon 18 Dec 2006, 15:43Trainer Andrew said...

RE: Reporting

Hi Marios

Thanks for the file - I'll take a look this afternoon and get back to you.

Kind regards,

Andrew

replyReplyMon 18 Dec 2006, 16:00Trainer Andrew said...

RE: Reporting

Hi Marios

I think I can see what might be causing the problem. Project treats information about tasks and resources separately. So for example when you create a new table you have to choose whether it will hold task or resource information. The same applies to new reports.

So in your example file try switching to Gantt chart view. Then changing your table to the custom one you created, MM1. Add in the task name field. The go to custom reports (View > Reports then click on Custom Reports). Click on New and note that you can create four different kinds of reports (task, resource, monthly calendar or crosstab). As a test try creating a task type report and from the dialogue box that appears choose your table (MM1). The resulting report shows all your columns of data you listed in your original post. I think custom report MMReport is pointing to a table designed to store resource information which is why you aren't getting the data you want displayed.

Let us know if this answers your question.

Kind regards,

Andrew

 

 

Ms project tip:

Project Community

in the help menu type "Tips" then select "Ask the Project community" this takes you into microsofts site where you can ask questions to lots of knowledgeable people.They make up an online group of experienced Project users who answer questions and provide solutions and tips.

View all MS Project hints and tips

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