How to Create and Customize Reports in Microsoft Project 2016 - Part 2

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During this Microsoft Project 2016 advanced training tutorial video, we will demonstrate how you can choose what data to show and how to change the layout of the table. We will also talk about the chart elements, styles, and filters.
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Hello again and welcome back to our course on Project 2016 Advanced.
We’re currently looking at reporting in Project 2016 and in the previous section we started to customize the Project Overview Report or rather a copy of the Project Overview Report. And I left you with something to check at the end of the preceding section and that was what the filter upcoming milestones actually does because that’s the filter that drives the table on the lower left there, the Milestones Due table.
Now you can’t actually see directly from here what a filter does but if you go back to Gantt Chart view, for example, and go to the View tab, go to Filters, More Filters, and go down to Upcoming Milestones, click on Edit, you can see that filter. And the filter is made up of two conditions. First of all Milestone equals Yes and secondly Percent Work Complete isn’t 100%. So we're looking for incomplete milestones.
Now when it says Upcoming that doesn’t mean within a certain period of time. That just means any incomplete milestone. So we see all non-completed milestones in this particular report.
Now during the balance of the course we’re going to be looking at a number of different reports and it’s sometimes useful just to be able to go back like this and check, for example, what a particular filter does or maybe how a particular custom grouping works.
Let’s now turn our attention to the other table, the Late Tasks table.
As soon as I click into that table you see the Field List appear. Note that if at any time you don’t see the field list and perhaps you’ve accidently or intentionally closed it you can show it again, for instance, from the Table Tools Design tab. You just click on Table Data. It’s currently selected which means that the field list is shown. I can un-show it and show it like that. Having said that you’ll not only be able to show it and use it when it can be used. So when you are say working on the data in a table or a chart. If you just had, for example, the cursor in the header here which is a textbox there are no fields there and therefore you cannot select fields for that particular element in the chart.
Now in the case of the table on the right we have six fields instead of just two as we have in Milestones Due. And underneath the tree view where we select the fields for a table or indeed for a chart as we’ll see in a little while you can see that list of fields. As you select and deselect fields they appear within this list. You can also use this list to change the sequence. So for instance, if in that table I wanted Duration immediately after Name I could click on Duration there and drag it up to be just after Name and that would change the sequence of columns in the table. Similarly if I didn’t want to see Duration anymore if I right click on it on that list one of the options is Remove Field.
And Project 2016 removes that field from the table and of course adjust the column widths in the table to use the now available space. If I wanted to switch Duration back on again I can scroll down to find it in the list of fields, select Duration and it’s back again. It appears there in the final column. So if I wanted to put it back in its earlier position I can just drag it back to there.
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[@mkumarie3069]

hi is there a part 3? thanks for parts 1 and 2 - they are helpful.

[@jo-elgilbert6202]

I created a master project and want to use the cost overview report to give me a breakdown of the year. I am trying to create a custom filter that will use all tasks and be filtered by year. How would I create that custom filter?

[@karengainor7781]

how do you get the information to populate in the charts once the charts/tables are created? I have completed entering the information but the information is not coming through when i request a report. thank you

[@HippiMikki]

Hi, This was very helpful. Is there a way to do a report on a customised field? I have multiple funding sources and would like to show the percentage of business, personal, internal elements within the project and I need to do a report to show that against the task progress.

[@pramoddevireddy]

Hi, how to delete a report from a project??

[@vishwanathasetty01]

Class was good I hope there are less users of ms projects that's y less comments