Tabular Report Wizard
You use the Tabular Report Wizard to create new tabular reports, which output project information in a tabular format similar to the spreadsheet. You can present your tabular reports in a wide variety of formats, printing them out or outputting the reports to file.
You use this page of the Tabular Report Wizard to select a sort/group to apply to the tabular report. 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, according to the sort/group criteria. Sorts/groups can include subheadings that show the sort/group criteria of the sorted/grouped objects. 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.
How to access the Tabular Report Wizard
To access the Tabular Report Wizard, on the Project tab, in the Data group, click the Reports dropdown and select New Tabular Report.
Explanation of the fields on the dialog
| Field | Description |
|---|---|
| Category | If you want to apply a sort/group to the tabular report, select the category in which it is located. |
| Sort/group list |
Select a sort/group if you would like the items in the report to be sorted/grouped according to sort/group criteria.
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. |
How do I...
... apply a sort/group to a tabular report?
- Select the category in which the sort/group is located in the Category field.
- Select the sort/group to apply to the report in the Sort/group list field.
- 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.
- Click Next to access the following page.