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Reply To: Page per Project Record Report from Project Online

Home Forums Discussion Page per Project Record Report from Project Online Reply To: Page per Project Record Report from Project Online

#410953
Larry ChristofaroLarry Christofaro
Participant

Kristina, not a simple question to answer and you might gwt multiple recommendations. I can give you two options on each end of the scale.
1. Really cool but not what you’re asking for: The Microsoft best practice answer would be to use Power BI and create a dashboard type of online report. The list of projects could be filtered by health, type, owning org; and then select projects from the resulting list. Benefit is that it is much more flexible and presents a lot of options. Down side is that it isn’t a printed report, which sometimes is the first priority.
2. Simple and what you’re asking: For a printed report that can be handed to executives, you might want to take a look at connecting to the data using Excel, filter and select columns as needed, and then export the result in a format that can be used wihin Word. This might be the simplest for you given your use of Word as a preferred solution. You would connect through OData directly to Project Online. There is a lot of information about how to do it, but if you have trouble feel free to respond back to the forum.
Hope that helps…