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Custom Visual Reports for Project 2013 and 2016

Every time a new version of Microsoft Project was launched, there were a mix of excitement and enthusiasm to discover, explore and understand the new features that were made available with the new software. Personally speaking, I remember the level of satisfaction I had when Microsoft Project 2013 was first released, because it finally had the long-time waited reporting engine with built-in graphical dashboard reports, in which project managers could view, print, export, edit or even create their own custom reports with life data from the schedule. That was something cool!

All the built-in reports that came with (at that time) new Project 2013 were great, and with just a little more effort you could make them even better – so that’s the reason I started creating my own custom reports.

Here I wanted to share a collection of 9 custom reports that I developed, which I use in my day-to-day duties as a project manager (below you will have a brief explanation for each one of them). You will also find a link to download a file that contains all the reports, so you can install them on your machine. Feel free to modify the reports as per your organization’s needs, and feel free to share them with your colleagues and co-workers.

 

1. Project Summary
This report displays basic project information, helping project managers to have a quick overview of their project
2. Schedule Summary
 This report can be used by project managers to understand the performance of their project when it comes to the schedule itself. It includes Baselines and Current Dates, alongside with Actual and Remaining durations and variances
 
3. Milestones
 This report filters and displays all the milestones that are included in the schedule, allowing project managers to understand where there are variances
4. Critical Tasks
 By using this report project managers can quickly identify all the critical tasks in their schedule
5. Schedule Overview
 This report provides detailed information about the schedule, including Task Status, Tasks burn-down and Late Tasks
6. Cost Summary
 This report helps project managers to understand how their project is performing in terms of costs
7. Work Summary
 The objective of this report is to provide a detailed summary about the project’s work
8. Project Execution
 This report will help project managers to analyze all the aspects of his/her projects in details
9. Resource Summary
 With this report project managers can easily understand how their resources are being used in the project

All the reports are configured to work with both Project 2013 and 2016, and they can also be added to the Enterprise Global in Project Server 2013, Project Server 2016 or Project Online.

If you want to download the reports, you can use this link: TechNet Gallery – Custom Reports for Project 2013 and 2016

I hope you find it useful. I would love to hear your feedback!


Related Content

Webinars (watch for free now!):
Report Basics: Build an Agile Kanban Board in Microsoft Project
It’s All About… Reports!

Articles:
Create a Monthly Cash Flow Report in Microsoft Project 2013
Creating Milestone Reports in Microsoft Project
Creating a Custom Report in Project 2013: This Week’s Tasks


Raphael Santos
Written by Raphael Santos

Raphael Santos is a PPM enthusiast with expertise in providing Microsoft Project, Project Online, and Project Server solutions. He has worked in several projects to implement PPM tools, including projects located in Latin America (Brazil, Peru, and Argentina), in the United States, and in Africa. He is also a trainer with more than 10 years of experience teaching users how to use Project Management tools in a more productive way. In 2016, Raphael was awarded the MVP title by Microsoft in recognition of his contributions to the Project Management community. Raphael is a PPM Consultant at Sensei Project Solutions, a certified Microsoft partner specializing in project and portfolio management deployments. Sensei offers a complete set of services to help organizations succeed with their Microsoft PPM deployments. Services include full implementation and training as well as pre-configured solutions and report packs. Visit senseiprojectsolutions.com or contact info@senseiprojectsolutions.com for more information.

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11 Comments
  1. Thanks for sharing.

    Reply
  2. Very nice reports and visualisation and article Raphael! Well done!
    Kind regards,
    Erik

    Reply
  3. Thanks both Omar and Erik for taking the time to leave a feedback. You guys rock!

    Reply
  4. Muito bom, mas, e a Curva S?

    Reply
  5. Thanks a lot for sharing. Very useful.

    Reply
  6. @Sérgio Mathias — Vai ficar para uma próxima versão, amigo.

    @Aydin — Thank you very much for sharing your feedback.

    Reply
  7. Gostei muito dos reports…partilha depois os steps para cria-los.

    Abraco

    Pina

    Reply
  8. @Lourenco Pina –

    That’s something you can find here: https://support.office.com/en-us/article/Create-a-project-report-6e74dc79-0e2d-480b-b600-3a466bf289a3

    Hope it helps!

    Reply
  9. Hi,
    can we use them for Project Online.
    thx

    Reply
  10. Hi Irfan,

    Thanks for your comment! Well, you can add the reports to your Enterprise Global in Project Online, so all project managers that connect to your PWA would be able to use the reports within their projects. However, if you question was more related to having these reports connecting with your PWA’s database (OData feed), then the answer is no.

    Hope this helps!

    Reply
  11. Thank you.

    Reply

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