Custom Excel Report

Reports are one of the most important and useful tools of the project management process. It is a kind of communication tool that helps convey important information about the project to all team members and more stakeholders. Project reporting documents reflect the current state of the project's key performance indicators. The reports allow tracking the project status, controlling the project implementation, its effectiveness, and progress. They help you get results at every stage of the project, track the quality and project timing, responding in a timely manner to the needs of the project and the team. Each case requires a specific type of report with a certain dataset. In some cases, reports with different levels of detail are generated for the same project for different purposes. It is convenient and efficient to create custom report templates and use them each time for one project to track its progress, or for different projects that you control or implement.

The Custom Excel Report solution extends the functionality of ConceptDraw PROJECT software and allows generating a tabular project report based on a custom Excel report template. The Custom Excel Report solution provides the ability to generate own reports fully tailored to the needs of a certain project and different groups of project participants. You can create equally easily the project overview report, project resources usage report, project status report, monthly or weekly project status report, or project status report example for another period, and more.

The custom Excel report templates are created by means of using special functions from the CD Project add-in for MS Excel or writing functions with parameters manually in Excel document cells. The Custom Reports solution includes the installation of an add-in for MS Excel for the usability of creating the report templates. The CD Project menu item appears on the MS Excel toolbar after the successful installation of the solution and add-in from the Other section in ConceptDraw STORE. CD Project add-in offers the set of functions ready to be used to build a template quickly and without effort.

The application of a custom report template Excel in ConceptDraw PROJECT allows generating a project report based on this template and the ConceptDraw PROJECT document data. The report can include one or more sheets according to the project needs and in correspondence with project report template. Most reports contain the same sheet number as the template, so you can create a multi-sheet Excel workbook as a template to get the most comprehensive report possible. For example, two-sheet document with information about project cost and its resources on separate sheets or multi-sheet report representing information for each work resource involved in a project, etc. The Report Builder supplied with add-in analyzes each function from the report template sheet and its parameters and reports the corresponding data from the project created in ConceptDraw PROJECT.