Create a simple report
- Topics:
- Reports and Dashboards
CREATED FOR:
- Beginner
- User
This video explains how to create and customize project reports to effectively analyze data. It begins by highlighting the importance of reports in tracking project progress, task completion, budget adherence, and identifying issues. The video demonstrates how to start with a project list report, adjust filters, views, and groupings, and create a custom report for convenience.
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.
“Create a simple report” activities
Activity 1: Create a simple task report
You want to track all of your active tasks in a single report. Create a Task report named “My Current Tasks” using the following:
- Columns (View) = Standard
- Groupings = Project
- Filter = My Current Tasks
- Description = Incomplete tasks on Current projects where I am the task owner, grouped by project.
Answer 1
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Go to the Main Menu and select Reports.
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Click the New Report drop-down menu and select Task Report.
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In Columns (View), click the Apply an Existing View menu and select Standard.
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In the Groupings tab, click the Apply an Existing Grouping menu and select Project.
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In the Filters tab, click the Apply an Existing Filter menu and select My Current Tasks.
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Open Report Settings and name the report “My Current Tasks.”
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In the Description field, enter “Incomplete
tasks on Current projects where I am the task
owner, grouped by project.” -
Save and Close your report.