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Report Wizard

Report Wizard is intended for successive collection of information on the report. On the basis of this information, the program then will generate a report. Wizards consists of several dialogs whose sequence and number depends on the report type.

The Wizard can be run from the menu Workspace / Reports or from the toolbar Workspace with the help of the icon . Then from the list you choose the needed report type and press Preview.

The set of the bottom buttons is the same for all the dialogs, that is why they are to be described separately:

  • Back - go back to the previous dialog
  • Next (Finish) - go to the next dialog (complete the process of generation of the report and close the last dialog)
  • Cancel - closes the dialog without saving the data

 

Dialog Select Project(s) / Report Properties

In this dialog you choose a project or projects on which your report is to be created.

Dialog  Select Project(s)/Report Properties. PC

Dialog  Select Project(s)/Report Properties. MAC

The window contains the list of projects of the workspace. To include your project into the report, check it.

Select All - select all projects

 

Dialog Period of date / Report Properties

In this dialog, you specify start and end dates of the period for which your report will be created. This dialog appears only for reports with the specified time limits.

Dialog  Period of date/Report Properties. PC

Dialog  Period of date/Report Properties. MAC

Begin Date / Start - the start date of the first task of the period for which your report will be created

Finish Date / Finish - the end date of the first task of the period for which your report will be created

 

Dialog Columns Properties / Report Properties

This dialog is for choosing the columns to be displayed in your report.

Dialog  Columns Properties/Report Properties. PC

Dialog  Columns Properties/Report Properties. MAC

The window contains the list of Gantt chart columns. To include a column into the report, check it opposite.

Sorting by column - choose the criteria on which tasks are to be sorted. On all the text criteria the sorting will be done by ABC, on all the rest - by numbers.

By descent - sort the tasks by descent (from the end to the beginning).

 

Dialog Time interval / Report Properties

This dialog serves for choosing of time intervals, for which reports on material expenses will be generated.

Dialog Time interval/Report Properties. PC

Dialog Time interval/Report Properties. MAC

 

Enter time interval by - choose the time period, for which a report on the budget will be created.

Dialog Level Tasks / Report Properties

Dialog  Level Tasks/Report Properties. PC

Dialog  Level Tasks/Report Properties. MAC

Enter level of tasks - choose the level of tasks on which a report will be created:

    Only projects - include in the report only the names of the projects

    Level 1 - include in the report only the tasks of the 1-st level

    Level 2 - include in the report the tasks of the 1-st and the 2-nd levels

    Level 3 - include in the report the tasks of the 1-st, the 2-nd, and the 3-rd levels

    All tasks - include in the report all tasks (all levels)

Content | Dialog Reference

 
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