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MS Reporting

Andrew McGuiganMember for 18 years 1 month
Created
7
4
0
Hi all

Is there a way in which to produce a Report which gives a summary page from a given period in time?
Example would be from 3 months period finishing last month?

Many thanks

Andrew

7 replies

Oldest first
  1. 0
    Colin Blair ·
    Andrew

    I would filter the tasks that are in that time frame.
    Project/filtered for /date range
    Select dates

    Then, under the print options - select the date range you require.

    File / print (timescale)
    select dates


    Hope this helps

    Colin
  2. 0
    Andrew McGuigan ·
    Thanks Colin

    However I am looking for a summary report page telling me % complete as of last month etc.

    Oddly enough I think I have found the answer, by going back in time! Yes by altering the time clock on the PC back a month, then printing out a summary report!

    Needs must

    Thanks
    Andrew
  3. 0
    Colin Blair ·
    well done dr. who
  4. 0
    Ronaldo Celestino ·
    Hi Andrew,

    You cab also take the advantage of using formula on fields.

    Regards,

    Ronald
  5. 0
    Trevor Rabey ·
    Andrew,
    You don’t need to re-set the computer.

    Project, Project Information, set the Status Date.

    After you set the Status Date to, say, some date a month ago, select all Tasks and hit the "Update As Scheduled" button on the Tracking Toolbar.
    See the Tracking Table for % Complete for every Task.
    Job done.

    However,if you are going to look for the planned % Complete (as well as the planned everything else) for a month ago, you must use the plan that was the current plan on that date. You can’t use this week’s plan for the status of a month ago.

    That’s one (more) reason why you should save a copy of the plan every day, rather than just overwriting it every day.
  6. 0
    Darren Kosa ·
    Hi Andrew,

    Do you archive your project files??

    If I want to run a report retrospectively, I’ll just use a file from that reporting period.

    Regards,

    Darren
  7. 0
    Will Green ·
    Hi Andrew,

    You can also save upto ten baseline positions if you can’t save copies of your schedule for some reason e.g. if you have live links to other projects. As an added bonus your gantt chart will have lots of coloured lines for each of the baseline positions which will baffle with science anyone who does not know much about schedules e.g. the management team. It does come in handy for getting snapshots and identifying trends against your original baseline over time, and you would be able to show in a report just the columns from previous months where you have baselined if you wanted.

    Regards,
    Will.

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