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Click on View to generate the report and open it in Excel.If you change the level of usage to a more detailed level such as days, this may decrease the report performance and slow down the generating of the report. By default, Project sets the level of usage data to a recommended level for the project's size (which is usually weeks). You can select Years, Quarters, Months, Weeks or Days. Select an option from the Select level of usage data drop-down menu.Click on the All tab and then click on the report you want to create.Ensure that the Excel checkbox at the top of the dialog box is selected.A Create Report dialog box appears (usually with the default Visual Report templates).

To create an Excel Visual Report using a template: You can click on a category at the top or click on the All tab to view all report templates and then select the Excel button or checkbox at the top of the dialog box to view only Excel templates.Ĭreate an Excel Visual Report using a template The default templates that are shipped with Project appear in the Create Report dialog box and are separated into categories. A Create Report dialog box appears with the default Visual Report templates.

In Microsoft Project, click on the Report tab (20) or the Project tab (2010) on the Ribbon.

Recommended article: 10 Timesaving Shortcuts in Microsoft Project's Gantt Chart Viewĭo you want to learn more about Microsoft Project? Check out our virtual classroom or live classroom Project courses > Access Visual Reports Once the report has been sent, you can customize it in Excel. When a Visual Report is sent to Excel, both a PivotTable and PivotChart are created for the built-in templates. The Visual Reports button appears on the Project tab in the Ribbon in 2010 and in the Report tab in 20.

As a result, sharing Project information can present a problem in many organizations. Although many business users have Microsoft Excel installed, significantly fewer have a copy of Microsoft Project. The obvious benefit of Visual Reports is that data can be sent to Excel. In this article, we'll focus on getting started with Visual Reports and sending data to Excel using the templates that are shipped with Project. These reports first appeared in Microsoft Project 2007 and are available in Project 2010, 20. You can export data to both Excel and Visio using Visual Reports. Visual Reports offer a useful alternative for reporting compared to reports created within Microsoft Project. A Beginner's Guide to Using Visual Reports in Microsoft ProjectĪrticle by: Avantix Learning Team | Updated May 16, 2016Īpplies to: Microsoft ® Project ® 2010, 20 (Standard and Professional)