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Creating Basic Reports in Project 2013

by Keeley Byrnes / Wednesday, August 28 2013 / Published in Latest

 

 

 

 

 

 

 

 

Starting in Project 2013, there are many improvements to the reporting capabilities of Microsoft Project. You can create a report in Project 2013 by clicking the “Report” tab within the Ribbon and then clicking on the type of report that you want to create within the “View Reports” and “Export” button groups.

If you select a report type within the “View Reports” button group, you will then need to select the name of the report that you want to create from the drop-down menu that appears.

 

Slide1

 

 

 

There are many new preset reports that appear within Project 2013. Below is a listing of the names of the preset reports within Project 2013 and their use within a project file. These reports are grouped by report category.

 

Report Category: Dashboard Reports
Report Name: Description:
Burndown Shows the amount of work, tasks completed, and work remaining.
Cost Overview Shows the current cost status of your project. Displays planned costs, remaining costs, actual costs, cumulative costs, baseline costs and percent complete. Used to determine if the project will stay within its budget.
Project Overview Shows how much of your project is complete, upcoming milestones, and any late tasks.
Upcoming Tasks Shows the current week’s work, the status of remaining tasks that were due, and the tasks that are scheduled to start in the next week.
Work Overview Shows a work burndown for your project and the work stats for all top-level tasks so you will know the percentage of completion and what work is remaining.
Report Category: Resource Reports
Report Name: Description:
Overallocated Resources Shows the work status for overallocated resources, including actual and remaining work. Used to aid you in resolving resource overallocations.
Resource Overview Shows the work status of all work resources on the project. Used to determine the work completed and work remaining on a project.
Report Category: Cost Reports
Report Name: Description:
Cash Flow Shows costs and cumulative costs per quarter for all top-level tasks. Can be modified to show various costs and alternate time periods.
Cost Overruns Shows cost variance for all top-level tasks and work resources. Used to show where actual costs are exceeding baseline costs.
Earned Value Report Shows the earned value, variance, and performance indicators over time by comparing costs and schedules to a baseline. Used to determine if your project is on track when compared to a selected baseline.
Resource Cost Overview Shows the cost status of work resources and material resources. Shows cost details in a table and cost distribution in a chart.
Task Cost Overview Shows the cost status of top-level tasks. Shows cost details in a table and cost distribution in a chart.
Report Category: Progress Reports
Report Name: Description:
Critical Tasks Shows all tightly scheduled tasks that are listed as critical on your project’s critical path. These are tasks that, if delayed, will cause the schedule to slip.
Late Tasks Shows all tasks that start or finish later than their scheduled start or finish dates.
Milestone Report Shows the status of all milestone tasks within a project file.
Slipping Tasks Shows all tasks that are behind schedule with a finish date later than the finish date within a selected comparison baseline.
Report Category: Custom Report Template Types
Report Name: Description:
Blank A blank report that you can completely customize.
Chart A chart for your project showing actual work, remaining work, and work by default.
Table A table for your project data, showing the “Name,” “Start,” “Finish,” and “% Complete” fields. You can customize the fields shown.
Comparison Shows two charts side-by-side, showing the same project data. Pick the fields you want to show in one chart side-by-side to compare them to the other.

Tagged under: 2013, basic, create, help, how-to, microsoft, office, project, reporting, reports

About Keeley Byrnes

Keeley is our Director of Marketing and has been with TeachUcomp since 2010. Keeley manages all aspects of our Marketing Department, acts as liaison for our reseller and affiliate partners and also authors courses in software and taxation.

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