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How to create Custom Graphical reports in ScheduleReaderTM?

Predefined graphical reports gives brief overview of the different aspect of the project plan and sometimes they does not satisfy user’s needs. In that case, user can create its own, custom reports that will fulfill its requirements.

Creation of customized report in ScheduleReader can be done in several steps:

  1. Click on the Create Report feature, within Reports ribbon;
  2. Name the new report;
  3. Select the layout that is most appropriate for you;
  4. Customize the table(s)/charts

Create custom report Report

Table layout

Table layout will create report that is consists of only one table. User should perform the following steps:

  1. Choose the columns from the “Available Columns” table the will be presented in the report;
  2. With Down button and Up button buttons arrange the columns order in the table;
  3. If necessary, apply some of the available filters;
  4. Select the “Hierarchy” check-box if you like to see the project hierarchy in the table.
  5. Click on the Finish layout.

Table layout report

Chart Layout

Chart layout will create report that is consists of only one chart. User should perform the following steps:

 

  1. Choose the columns from the “Available Columns” table the will be presented in the report;
  2. With Down button and Up button buttons arrange the columns order in the table;
  3. If necessary, apply some of the available filters;
  4. From the "Chart category" drop-down list select the chart type that will present graphically the selected columns values.
  5. Click on the Finish layout.

Chart layout Schedule Reader

Table-Table layout

Table-Table layout will create reports that contains two tables. User must customize both tables in two different dialogs in order the report to be created successfully. User should perform the following steps:

  1. Choose the columns from the “Available Columns” table the will be presented in the report;
  2. With Down button and Up button buttons arrange the columns order for the First table;
  3. If necessary, apply some of the available filters;
  4. Select the "Hierarchy" check-box if you like to see the project hierarchy in the First table.
  5. Click on the Next button;
  6. Repeat the steps from 1 to 4 for the Second table;
  7. Click on the Finish layout.

Chart-Chart layout

Chart-Chart layout will create reports that contains two graphical charts. User must customize both charts in two different dialogs in order the report to be created successfully. User should perform the following steps:

  1. Choose the columns from the "Available Columns" table the will be presented in the report;
  2. With Down button and Up button buttons arrange the columns order in the table for the First chart;
  3. If necessary, apply some of the available filters;
  4. From the "Chart category" drop-down list select the chart type that will present graphically the selected columns values;
  5. Click on the Next button;
  6. Repeat the steps from 1 to 4 for the Second chart;
  7. Click on the Finish layout.

Table-Chart layout

The Table-Chart layout will create report that will contain table and graphical chart. Two-step customization (table and chart) must be done in order the graphical report to be successfully created. This layout will be the most used one while creating reports in ScheduleReader.

User should perform the following steps for creating table-chart report:

  1. Choose the columns from the “Available Columns” table the will be presented in the report;
  2. With Down button and Up button buttons arrange the columns order for the in table;
  3. If necessary, apply some of the available filters;
  4. Select the “Hierarchy” check-box if you like to see the project hierarchy in the table.
  5. Click on the Next button;
  6. Choose the columns from the "Available Columns" table the will be presented in the report;
  7. With Down button and Up button buttons arrange the columns order in the table for the chart;
  8. If necessary, apply some of the available filters;
  9. From the “Chart category” drop-down list select the chart type that will present graphically the selected columns values;
  10. Click on the Finish button;

Table-Table-Chart layout

The last layout, but not least is the table-table-chart type of layout. It contains three main elements: two tables and one chart. It is very useful chart, because each of these elements can contain different information from the project plan. Very useful chart for presenting project plan parameters in one chart.

User should perform the following steps for creating table-chart report:

  1. Choose the columns from the “Available Columns” table the will be presented in the report;
  2. With Down button and Up button buttons arrange the columns order for the in first table;
  3. If necessary, apply some of the available filters;
  4. Select the "Hierarchy" check-box if you like to see the project hierarchy in the first table.
  5. Click on the Next button;
  6. Choose the columns from the "Available Columns" table the will be presented in the report;
  7. With Down button and Up button buttons arrange the columns order for the in second table;
  8. If necessary, apply some of the available filters;
  9. Select the "Hierarchy" check-box if you like to see the project hierarchy in the second table.
  10. Choose the columns from the "Available Columns" table the will be presented in the report;
  11. With Down button and Up button buttons arrange the columns order in the table for the chart;
  12. If necessary, apply some of the available filters;
  13. From the "Chart category" drop-down list select the chart type that will present graphically the selected columns values;
  14. 14.Click on the Finish button.

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