MS Project: Working with Reports

Name: MS Project: Working with Reports
Author: Elissa Smith

How to facilitate report generation.

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Course: On-Demand

Hi. In this lesson, we want to explore some of the pre built reports that come with Microsoft project. Now, a few things to notice is that my project currently does have a few tasks that have started to be completed. So the project has begun. And to access the reports in project, we're going to go to the report ribbon. This ribbon is all about using the built in reports, dashboards and even creating your own reports. When it comes to prepared reports, you'll see that there is a report group on this ribbon called View reports. And there are different types of reports that you can view reports, again around resources, costs, the progression of tasks, and even getting started reports. So what we're going to do is come over to, first of all, the resources category and come in and select resource overview. This is a great report to just see what the status of certain resources is, and you'll notice that it includes multiple charts in it and also information about what different resources are doing. Another great one if we go back to the report tab, and again, these are built in and come with project is going to be the in progress category. And here you can come in, for example, and get a report about critical tasks. These are tasks that have to be completed in time for your project to make its completion date. You can see here that this will help to give you access to what tasks project currently considers to be critical. And all this is being accessed from the report ribbon. Another one that you can also see that's specific to tasks is a category called task boards. When you come here, you'll see that there are different reports that can be run around. Again, task status. And also, if you're working in sprints, there are reports here around that topic. So for example, task status. This lets me see, for example right here, what tasks are currently not started. And because this project just started, you'll see here that there's quite a few because the project is really just getting started. But again, the benefit of all of these reports is that they're really single click once you're in a the reports ribbon. Thanks so much for watching. In the next section, we're going to look at how you can create dashboards using the report with ribbon. Stay tuned.

Intermediate Provider : Elissa Smith 5 Lessons · 15m in Arabic, English

Course Description

Report templates are pre-built into MS Project to facilitate report generation. In this course, you’ll examine the most popular report templates to create reports or customize them from scratch. You’ll learn how to take advantage of project dashboards and the network diagram view (formerly called the PERT chart) that allows resources to visualize their tasks and keep management current on project progress. You’ll also gain an understanding of how to edit each of the node boxes in the network diagram.

What You'll Learn

Use the pre-built report templates in MS Project to generate reports
Create custom reports from scratch
Build and work with project dashboards
Use the network diagram layout (formerly the PERT chart) as a visual reporting tool
Edit the node boxes within the network diagram layout
Print reports from MS Project

Key Takeaways

MS Project includes pre-built report templates designed to facilitate report generation.
Reports can either be created from the popular built-in templates or customized from scratch.
Project dashboards and the network diagram view help resources visualize their tasks and keep management current on project progress.
The network diagram view was formerly called the PERT chart.
Each of the node boxes in the network diagram can be edited.

Frequently Asked Questions

What does this MS Project course cover?

It covers using the most popular pre-built report templates, creating custom reports from scratch, working with project dashboards, printing reports, using the network diagram layout (formerly the PERT chart) as a visual reporting tool, and editing the node boxes within the network diagram.

What is the network diagram view in MS Project?

It is a view, formerly called the PERT chart, that allows resources to visualize their tasks and keep management current on project progress. The course also shows how to edit each of the node boxes in the network diagram.

Do I have to build every report from scratch?

No. MS Project has report templates pre-built to facilitate report generation, and the course examines the most popular templates; you can also create or customize reports from scratch.

What skills does this course help build?

It supports skills including report writing, Microsoft Project, Microsoft reporting, project layout, report design, and Microsoft Project certification.