Manage Reports in Microsoft Project – Instructions

Manage Reports in Microsoft Project: Video Lesson

            This video lesson, titled “Managing Reports,” shows how to manage reports in Microsoft Project. This video lesson is from our complete Microsoft Project tutorial, titled “Mastering Project Made Easy v.2016-2013.”

Manage Reports in Microsoft Project: Overview

            You can manage reports in Microsoft Project using the buttons within the “Report” button group. This button group appears on the “Design” tab of the “Report Tools” contextual tab in the Ribbon. These buttons let you copy, rename, and generally manage reports in Microsoft Project.

            To rename a report, click the “Design” tab of the “Report Tools” contextual tab in the Ribbon. Then click the “Manage” button within the “Report” button group. Then select the “Rename Report” command from the drop-down menu that appears. In the “Rename” dialog box that then opens, enter the new name for the report into the text field shown. Then click the “OK” button to rename the report.

            You can quickly open the “Organizer” to copy elements from your project to the “Global.MPT” template, and vice versa. To do this, the “Design” tab of the “Report Tools” contextual tab in the Ribbon. Then click the “Manage” button within the “Report” button group. Then select the “Organizer” command from the drop-down menu that appears. You can then use the Organizer to manage the objects within your project file. Finally, click the “x” in the upper-right corner of the “Organizer” window to close it.

Manage Reports in Microsoft Project – Instructions: A picture of the drop-down menu that appears when you click the “Manage” button in the “Report” button group on the “Design” tab of the “Report Tools” contextual tab in the Ribbon of Microsoft Project.

            To copy the elements of a report to another application, like Word, Outlook, or PowerPoint, click the “Design” tab of the “Report Tools” contextual tab in the Ribbon. Then click the “Copy Report” button within the “Report” button group. Then open the other application into which you want to paste the copied report content. Finally, click the “Paste” button in the “Clipboard” button group on the “Home” tab of the Ribbon within the external application. Doing that pastes the copied report elements into the application.

Manage Reports in Microsoft Project: Instructions

1. To rename a report, click the “Design” tab of the “Report Tools” contextual tab in the Ribbon.
2. Then click the “Manage” button within the “Report” button group.
3. Then select the “Rename Report” command from the drop-down menu that appears.
4. In the “Rename” dialog box that then opens, enter the new name for the report into the text field shown.
5. Then click the “OK” button to rename the report.
6. To open the “Organizer” to copy elements from your project to the “Global.MPT” template and vice versa, click the “Design” tab of the “Report Tools” contextual tab in the Ribbon.
7. Then click the “Manage” button within the “Report” button group.
8. Then select the “Organizer” command from the drop-down menu that appears.
9. You can then use the Organizer to manage the objects within your project file.
10. Finally, click the “x” in the upper-right corner of the “Organizer” window to close it.
11. To copy the elements of a report to another application, click the “Design” tab of the “Report Tools” contextual tab in the Ribbon.
12. Then click the “Copy Report” button within the “Report” button group.
13. Then open the other application into which you want to paste the copied report content.
14. Click the “Paste” button in the “Clipboard” button group on the “Home” tab of the Ribbon within the external application.