Using the Field List and the Format plot area for a chart, review the Design and Format ribbons (Chart tools) and the Design ribbon (Report tools)
- [Voiceover] Let's take a moment to understand some of the reports that come with Project and how to access and manage elements within those reports. In Project, there is a report designer, which provides us the ability to edit existing reports and create new reports. I'm going to go the report ribbon. In here, in the report ribbon, you have the option for new reports. Now they come in four flavors, and we'll talk about them shortly. The dashboard reports is another grouping, resources, costs and in progress.
And of course, as we create custom reports, they'll show up under the custom option. In Project, there is also a getting started option, where I can select get started with project. This gives me the ability to sort of see that a report has been used in a much different way to allow for us to navigate through a set of reports, per se, that allow us to be able to see what could be possible for us to be able to build. So here we have an organized task, there is a navigation to create reports, and of course share with our team way over here on the far right.
Each of these gives us navigation video objects, and they've used a blank report template to be created. We'll create a similar type option as we go forward in later videos. I'm going to return back to my report ribbon, and under my report ribbon, I'm going to check out some of the reports that come out of the box as a cost overview report. And in here, before we go off and change a whole lot of the existing templates, we should realize that each of these reports contains elements.
Now as you select the element within the report, a new ribbon pops up for that particular element, along with a field set over here on the right. Here is where I can define what fields exist in this area. Now there are also, depending on the type of object that you select, in this case, it's the field, so I get a field set, but if I select a title, I'm going to get drawing tools. There are three tools sets that come with Project, picture, report design and chart tools, each of which is used throughout the different reports, and we can use them in various flavors as we go along, to create different types of objects.
In summary, each object is part of a report, and each object has its own individual properties.
Note: This course was designed in collaboration with author Bonnie Biafore. You can follow along with this course using Microsoft Project 2010, 2013, or 2016 and either the free or premium versions of the exercise files.
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- Working with the Report Designer
- Editing templates
- Building resource and team member reports
- Inserting graphs and charts
- Building executive management reports
- Developing a report center
- Creating a milestone dashboard