Creating a new tabular report
Tabular reports are stored in Library Explorer within folders, known as tabular report categories. If you create a tabular report from within a tabular report category folder, the report is placed within that category automatically. When you create a new tabular report, you must specify the type of report it is (Permanent resource, Consumable resource, Cost or Task). You can save tabular reports as templates, and use them as a basis for the creation of further tabular reports.
To create a new tabular report:
- Open Library Explorer.
- Open the Tabular Report library. All existing tabular report categories appear in the list view, each one displayed as a folder.
- Double-click a tabular report category to open it. All existing tabular reports within the category appear in the list view.
- Right-click a blank area of the list view and select New Tabular Report. The Tabular Report Wizard appears.
- Follow the instructions in the wizard to create the new tabular report.
You can also create a tabular report by right-clicking the list view at the top level of the Tabular Report library, rather than opening a tabular report category first. If you do this, the Tabular Report Wizard asks you to specify the category in which to place the report. You can create a new tabular report category at this stage if you wish.
You can also create a tabular report by clicking the Reports dropdown and selecting New Tabular Report in the Data group on the Project tab.
Once you have created a tabular report, you can edit its properties by editing options on the Tabular Report Properties dialog. To access help for the Tabular Report Properties dialog, press F1 while viewing the dialog.