Visual Reports - Create Report dialog box

Use the Visual Reports - Create Report dialog box to design, save, and use custom visual reports. You can:

• Create a visual report to display in Microsoft Office Excel or Microsoft Office Visio from a built-in report template based on data in the active project.

• Create a new template from which to create a visual report.

• Edit an existing template for a visual report.

• Save report data as a database.

Dialog box location

On the Report menu, click Visual Reports.

Details

Show report templates created in check boxes

Microsoft Office Excel    Select this check box to show templates for visual reports to be created in Microsoft Office Excel. By default, this check box is selected.

Microsoft Office Visio    Select this check box to show templates for visual reports to be created in Microsoft Office Visio. By default, this check box is selected.

Report template tabs

Use this section to select the type of report you want to create. Each tab shows the available report template in that category available for the selected application (Excel or Visio). Click a template name to see a report preview in the Sample box. The All tab shows all available reports for the selected application.

Command buttons and check boxes

New Template    Click this button to open the Visual Reports - New Template dialog box. With this dialog box, you can specify the application, data type, and fields you want to include in your new report template.

Edit Template    Click this button to edit a selected report template. If the Select Fields check box is cleared when you click the Edit Template button, the report opens in Excel or Visio, with controls to modify the template. If you select the Select Fields check box and then click the Edit Template button, the Visual Reports - Field Picker dialog box opens so you can modify the fields that are used in the template.

Manage Template    Click this button to open a Windows Explorer window listing all the templates. By default, the contents of the Microsoft Office\Templates\1033 folder is listed. You can open, copy, move, rename, and delete templates from this window.

Sample    Shows a preview of the type of chart that is created by the template selected on the current tab.

Include report templates from    Select this check box if you want to add report templates from another location on your computer or network. When this check box is selected, the Modify button becomes available so you can navigate to the template location. By default, this check box is cleared.

Modify    Opens the Modify Location window, which you can use to navigate to another location on your computer or network to add report templates to the tabs. This button is available only when the Include report templates from check box is selected.

Save Data    Opens the Visual Reports - Save Reporting Data dialog box. With this dialog box, you can save the reporting data for the current project, customize the fields used as part of the data, and save the reporting database.

View    Collects the necessary data from Microsoft Office Project 2007, opens Microsoft Office Excel or Microsoft Office Visio as appropriate, and shows the selected report.