Tabular Report Properties dialog - Definition tab

You use the Definition tab of the Tabular Report Properties dialog to maintain high-level details of tabular reports, including the name of the report, details of the table definition that defines the fields to be included in the report, the type and style of the report, whether a filter should be applied to the report, and the resources or cost centres that are to be included in the report. If you are producing a tabular report in which data is time-sliced horizontally, you use this tab to specify the settings to use when time-slicing the report.

To access the Tabular Report Properties dialog, right-click a tabular report in Library Explorer and select Properties.

Field/Button Description
Name Enter a descriptive name to apply to the tabular report.
Type Specify the type of information that is displayed in the tabular report: whether it relates to tasks, permanent or consumable resources, or costs.
Table

Click this button to specify which fields to include in the report by editing the properties of the tabular report's table definition.

 

Each tabular report has its own table definition associated with it. If you based a report on an existing table definition or on the current spreadsheet when you created it, editing a report's table definition does not affect the original table definition on which the report was based.
Style Specify whether the report displays information top down, where data is displayed in vertical columns, or horizontally sliced, where data is time-sliced horizontally using a specified time unit and interval.
Display on menu Select this check box if you want the tabular report to appear on the Reports dropdown in the Data group on the Project tab, making it easier to execute the report.
Filter Select a filter if you want to limit the report to information on tasks and allocations that meet the criteria of the filter. To apply whichever filter is applied to the current view at the time at which the report is generated, select View Filter. If you do this, the filter that is applied to the report is changed automatically whenever a different filter is applied to the current view.
Properties Click this button to view and edit the properties of the selected filter.
Use filter sub-heading format

Filters can include subheadings that show the chart path of the filtered objects. This makes it easier to identify the summary group or subchart in which the filtered objects are located. If you apply a filter to the tabular report, you can specify whether or not to display the filter's subheadings using any formatting that has been applied to them. For example, subheadings might be displayed using a particular font, with a particular background colour.

 

Select this check box to display the filter's subheadings using any formatting that has been applied to them, or clear the check box to display the subheadings without their formatting.
Interval Specify the interval at which you want to slice the information in the report. For example, to display a value for every day or week, select 1; to display a value for every other day or week, select 2.
Time unit

Specify the time unit at which you want to slice the information in the report. For example, to display a value for every day, select Elapsed Days; to display a value for every week, select Elapsed Weeks.

 

Note that your tabular report may be very wide if you select a small time unit in a large project.
Resources

Select the resources or cost centres that are to be included in the report.

 

If you are reporting on tasks, this field does not appear.
Scope

If you are reporting on permanent or consumable resources or cost centres, use this field to specify which resources or cost centres to include: select Branch scope to include one or more resource or cost centre branches, Individual scope to include one or more individual resources or cost centres, or Project scope to include all resources or cost centres in the project.

 

If you are reporting on tasks, this field does not appear.
Execute Click this button to produce the tabular report.

How do I...

Enter a descriptive name to apply to the tabular report in the Name field.

Click Properties in the Table field to display the Table Definition Properties dialog, with which you can specify which fields to include in the report.

Specify whether the report relates to permanent or consumable resources, tasks or costs, in the Type field.

Specify whether the report is presented as a top down report, in which data is displayed in vertical columns, or as a horizontally sliced report, in which data is time-sliced horizontally by specified time unit and interval, in the Style field.

If you apply a filter to a tabular report, the report only includes information on tasks and allocations that meet the criteria of the filter.

To apply a filter to a report, select a filter in the Filter field. For example, if you want to limit the report to tasks that are carried out by a members of a particular department, select a filter that only includes tasks to which permanent resources from the appropriate folder have been assigned. To apply whichever filter is applied to the current view at the time at which the report is generated, select View Filter. If you do this, the filter that is applied to the report is changed automatically whenever a different filter is applied to the current view.

If you want to edit the selected filter, click Properties to the right of the field to display the Filter Properties dialog.

Select the Use filter sub-heading format check box to display the filter's subheadings using any formatting that has been applied to them, or clear the check box to display the subheadings without their formatting.

Select the interval at which you want to slice the report in the Interval field and the elapsed time unit at which you want to slice the report in the Time unit field. For example, if you want to display a value for each week, select 1 in the Interval field and Elapsed Weeks in the Time unit field. To display a value for every other day, select 2 in the Interval field and Elapsed Days in the Time unit field.

These fields only apply when you are producing a report in which data is time-sliced horizontally.

If you are reporting on permanent or consumable resources or cost centres, use the Scope field to specify which resources or cost centres to include: select Branch scope to include one or more resource or cost centre branches, Individual scope to include one or more individual resources or cost centres, or Project scope to include all resources or cost centres in the project.

Once you have specified the scope, select the resources or cost centres that are to be included in the report in the Resources field.

Related Topics:

Working with dialogs

Producing tabular reports