Reports window

Use the Reports window to create, edit, run, and delete global and project reports. You can also use the Reports window to import and export reports, enabling you to share reports between different project management databases.

To display the Reports window, do one of the following:

Click on the Enterprise toolbar.
On the Tools menu, choose Reports, Reports.

Refer to the following sections of this topic for information and links to concepts and tasks about working with reports in the Reports window:

Working in the Reports window
Report concepts
Report tasks

Working in the Reports window:

When working in the Reports window, you can:

Use the Reports toolbar to perform most report-related tasks, such as running reports or report batches, importing and exporting reports, creating or modifying reports with the Report Wizard, modifying reports with the Report Editor, and managing report groups and batches.
Use the Tools menu on the Menu bar to manage report groups and batches, and to create or modify reports using the Report Wizard.
Use the shortcut (right-click) menu to run the selected report, run a batch report, import and export reports, modify the selected report with the Report Editor, set display options for the window, and cut, copy, and paste reports.
Use the Display Options bar, View menu on the Menu bar, or the Layout toolbar to group, sort, and filter reports.

Tips

After opening the Reports window, the window remains open until you close it; if you open or navigate to another window without closing the Reports window, click the Reports tab to return to the window at any time.
The Report Scope column and field displays either Global or Project. You can run Global reports for any project. You can run Project reports for the open project only.
To quickly move a report into a different report group, right-click on the report and choose Cut, then right-click on a report group row in the table and choose Paste.
Reports created or modified using the Report Wizard display this symbol next to the report name. Reports created or modified using the Report Editor display this symbol next to the report name.

Notes

If resource security is enabled, you may have restricted access to resources. Global reports with restricted resource access do not display information about resources outside your root resource node.
If resource security is enabled and a global filter for reports contains a resource you do not have access to, the field appears blank. Running these reports either ignores the blank field (in case of OR) or returns no result (in case of AND).

Report concepts

Report Editor
Report Editor window
Reporting features
Report Wizard
Data sources in reports

Report tasks

You can perform all of the following tasks from the Reports window. These tasks are divided into general tasks, which you can perform in the Reports window or Report Wizard, and advanced tasks, which you can perform in the Report Editor.

General report tasks

Add a report to a report batch
Add a report to a report group
Add comments when running a report
Copy a report
Create a new report with the Report Wizard
Create a report batch
Create a report group
Delete a report
Delete a report batch
Delete report groups
Edit a report group
Export a report
Format numbers in reports
Preview a report
Print a report
Print a report batch
Remove a report from a report batch
Remove a report from a report group

Report Editor tasks

Add a background image to a report
Add a border to a text cell
Add a custom text cell to a report
Add a data source to a report
Add a field data or field title cell to a report
Add a line cell to a report
Add a report title
Add a row to a report
Add a variable cell to a report
Add an embedded data source to a report
Add an image cell to a report
Add comments to reports
Add HTML links to a text cell
Add HTML links to an image cell
Change report margins
Change text cell color
Change the sort order of report records
Copy a data source
Copy a row
Copy and paste cells
Cut and paste a data source
Cut and paste a row
Cut and paste cells
Define a report header and footer
Define default text styles for reports
Define HTML print settings for an image cell
Define layout options for a data source
Define page setup options for a report
Delete a data source filter
Delete a data source from a report
Delete a data source that contains embedded data sources
Delete a line cell from a report
Delete a row filter
Delete a row from a report
Delete a text cell filter
Delete an image cell from a report
Disable HTML links in a text cell
Disable HTML links in image cells
Filter a data source
Filter a report row
Filter a text cell
Format text in a text cell
Indicate hierarchy levels in reports
Remove a background image from a report
Remove borders from a text cell
Show time distributions in a report
Sort report records
Specify a timeperiod for a report
Specify image cell width and position in a row
Specify line cell width and position in a row
Specify text cell width and alignment in a row