Create a simple report
In this step, you will learn how to create and customize project reports to effectively analyze data. You will start by creating a simple custom report using existing filters, views, and groupings. This report will help you track project progress, task completion, budget adherence, and identify issues. You will also learn how to store and organize reports for easy access.
The video emphasizes that custom reports retain their default settings, but temporary changes can be made when viewing them. Reports are stored in the “My Reports” section, while shared reports appear in “Shared with Me.” Frequently used reports can be pinned or marked as favorites for easy access.
Key takeaways
- Purpose of Reports: Reports help track project progress, task completion, budget adherence, and identify issues, making them essential for effective project management.
- Custom Report Creation: Custom reports allow you to save specific filters, views, and groupings for easy access, eliminating the need to repeatedly adjust settings.
- Steps to Build a Report: Select the appropriate object type, name the report, apply filters, views, and groupings, customize columns, and save the report.
- Temporary vs. Default Settings: While viewers can temporarily change filters, views, and groupings, the report will always revert to its default settings upon reopening.
- Organizing Reports: Custom reports are stored in “My Reports,” shared reports in “Shared with Me,” and frequently used reports can be pinned or marked as favorites for quick access.
Next, you will create a task report to focus on late tasks assigned to you, providing insights into dependencies and simplifying navigation to host projects.