Tabular Report Properties dialog - Details tab

You use the Details tab of the Tabular Report Properties dialog to maintain a variety of tabular report details, including the type of allocations to include in the report, the way in which task information is displayed, the scope of the report, whether this report can be used as a template for the creation of other reports, and whether the information in the report should be sorted/grouped.

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

Field/Button Description
Demand Select this box to include demand allocations in the report, or clear the check box to exclude them. For cost reports, selecting this check box will include demand allocations that have an allocation of an appropriate cost centre.
Scheduled Select this check box to include scheduled allocations in the report, or clear the check box to exclude them. For cost reports, selecting this check box will include scheduled allocations that have an allocation of an appropriate cost centre.
Cost Select this check box to include cost and income allocations in the report, or clear the check box to exclude them.
Show summary/expanded Select this check box to include information relating to summary and expanded tasks in the report, or clear the check box to exclude this information.
One task per line Select this check box to display information about each task on a separate line, or clear the check box to display information about multiple tasks on the same bar on the same line of the report.
Include hammock contents

Select this check box to include the contents of hammocks, or clear the check box to exclude this information.

 

You may want to exclude the contents of hammocks, as every item within a hammock appears elsewhere in the project, so by including hammock contents, some items may appear in a report more than once.
Include scope selection

If you select a chart to be included in a report using the Scope tab, you can choose whether or not the chart object itself (the expanded task) is included in the report as well as its contents.

 

Select this check box to include selected chart objects in the report, or clear the check box to include only the contents of selected chart objects.
Repeat secondary fields

If you include allocation information in a report, you can choose to display the title of the allocation information you are reporting on above each collection of allocations in the report. This may be useful if a report includes tasks that have many allocations, as it makes it easier to see which allocation information is being displayed.

 

Select this check box to display the title of the allocation information above each collection of allocations, or clear the check box to display the title in the heading of the report only.
Report may be used as a template for new reports

Using report templates saves time when setting up new reports, as you can set up one or more templates with the report settings you want, then create new reports based on these templates that inherit the settings. You can then edit the reports settings to create different reports. If you specify that a report is a template, you can still execute it in the same way as you execute reports that are not templates.

 

Select this check box if you want to be able to use this report as a basis for the creation of others.
Template details Enter a brief description of the template, if you are using this report as a template with which to create new reports.
Sort/group criteria

Select a sort/group if you would like the items in the report to be sorted/grouped according to sort/group criteria, or clear this check box to display items in natural order.

 

If you apply a sort/group to a report, the tasks in the report are sorted/grouped first, then the allocations associated with the sorted/grouped tasks.
Use sort/group sub-heading format

Sorts/groups can include subheadings that show the sort/group criteria of the sorted/grouped objects. For example, if you sort/group tasks on a code library and enable subheadings, tasks are grouped together according to the code they have been assigned from the code library, and you can display a subheading with details of the code assigned to the group of tasks. If you apply a sort/group to a tabular report, you can specify whether or not to display the sort/group'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 sort/group's subheadings using any formatting that has been applied to them, or clear the check box to display the subheadings without their formatting.
Properties Click this button to view and edit the properties of the selected sort/group.
Execute Click this button to produce the tabular report.

How do I...

  • Select the Demand check box to include demand allocations in the report, or clear the check box to exclude them. For cost reports, selecting this check box will include demand allocations that have an allocation of an appropriate cost centre.
  • Select the Scheduled check box to include scheduled allocations in the report, or clear the check box to exclude them. For cost reports, selecting this check box will include scheduled allocations that have an allocation of an appropriate cost centre.
  • Select the Cost check box to include cost and income allocations in the report, or clear the check box to exclude them.
  • If you want to report on tasks only, clear all the Allocations check boxes.

For task reports, you can specify the way in which information about tasks is displayed where there is more than one task on a bar. Select the One task per line check box to display information about each task on a separate line, or clear the check box to display information about multiple tasks on the same bar on the same line of the report.

For task reports, you can specify whether summary and expanded tasks appear in the report. Select the Show summary/expanded check box to include this information, or clear the check box to exclude the information.

For task reports, you can specify whether the contents of hammocks are included in the report. You may want to exclude the contents of hammocks, as every item within a hammock appears elsewhere in the project, so by including hammock contents, some items may appear in the report more than once. Select the Include hammock contentscheck box to include the contents of hammocks, or clear the check box to exclude this information.

Select the Include scope selection check box to include selected chart objects in the report, or clear the check box to include only the contents of selected chart objects.

Select the Repeat secondary fields check box to display the title of the allocation information above each collection of allocations, or clear the check box to display the title in the header of the report only.

Select the Report may be used as a template for new reports check box if you want to be able to use this report as a basis for the creation of others. If you select this check box, enter a brief description of the template in the Template details field.

To apply a sort/group to a report, select a sort/group in the Sort/group criteria field. If you do not select a sort/group, items appear in the report in natural order.

If you want to edit the selected sort/group, click Properties to the right of the field to display the Sort/Group Properties dialog.

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

Related Topics:

Working with dialogs

Producing tabular reports