Create Report dialog box

Use this dialog box to view and create a log report for multiple Project Center projects. You can send the report log in an email message, view it in a Browser, save it to Microsoft Excel or Word, create a .PDF file, or print it.

Multi-Project Options tab

Use this tab to select the information to include in the report.

Select a Report

• To create a cross-project log report, choose the Log Report option, then choose the appropriate activity center log from the Generate for drop-down list.

• To create a cross-project summary report, choose the Summary Report option, choose the time period from the Group by drop-down list, then mark the checkboxes of the project items in the Include in Summary and Count Reports section to include in the summary report.

• To create a cross-project item count report, choose the Item Count Report option, then mark the checkboxes of the project items in the Include in Summary and Count Reports section to include in the item count report. This report shows the total number of each of the selected item types in various categories across multiple projects.

Include in Summary and Count Reports

Mark the checkboxes of the project items to include in the report.

Exclude Closed Project Items

Mark this checkbox to exclude closed, draft, and expected items from the report.

Include Overdue Items Only

Mark this checkbox to list only items that are overdue.

 

Report Type tab

Use this tab to select the report's type.

Log a Report

Choose this option to create a log report using the default Excel report template, which is named standardreport.xlsx. It is located on the Project Center Server machine under Templates\2022 Edition.

The template standardreport.xlsx is the default report template shipped with Project Center. However, an administrator can change the default report template used throughout the current project or in individual activity centers in the Select Report Templates dialog box, which is accessed from the Default Excel Report Templates field in the Admin tab of the Edit Project Settings dialog box.

Specialized Report

Choose this option to create a log report using a report template customized for the selected activity center. Like the default template report above, the templates for this option are located on the Project Center Server machine, but each activity center has its own folder under Templates\2022 Edition.

Project Center comes with reports specialized for contracts. The specialized reports for contracts are located under Templates\2022 Edition\Contracts\Report Templates. You can also create customized report templates for other activity centers, which will then enable this option for those activity centers; the templates will then appear in this drop-down list.

You can also configure Project Center to use customized report templates. See Configure Project Center to Use Specialized Report Templates in Activity Centers for more information.

Title

Enter a title for the report.

Author

Enter the report author's name. Click the icon to open the Select Report Author dialog box to select the author.

Date

Enter the date the report was created.

 

Send Report in an Email

Choose this option to open the report in a Microsoft Outlook email message.

Display Report in a Browser

Select this option to view the report in your Browser.

Export Report to Microsoft Excel

Select this option to open the report in Microsoft Excel.

If you do not have Microsoft Excel installed, this option will not appear.

1. • If you choose the Excel option, you can customize the formatting, fonts, and layout of the report. Refer to the following document for more information: Customizing Excel Template Reports.docx

   • You can also add formulas to Excel reports. For example, you could enter a Totals field to add up the total number of submittals in a report. See the document above for more information.

   • When choosing Microsoft Excel as the report output type, you can select an Excel template from any project to use as the template for the report. When you choose this option, the Select the Project That Has the Excel Template You Would Like to Use dialog box opens, enabling you to select the project containing the Excel template to use as the basis of the multi-project report.

Export Report to Microsoft Word

Select this option to open the report in Microsoft Word.

If you do not have Microsoft Word installed, this option will not appear.

Export Report to PDF

Select this option to create and open a .PDF file of the report.

If you do not have a .PDF reader installed, the .PDF option will not appear.

Print Report

Click to send the report to your printer.

When you export to any of the file formats above, Project Center creates an HTML file that can be opened by the application you specified. After you create the report, open it in the application you specified, then save the report file in the native application’s format.

Save Report in Project Folder

The first time you mark this checkbox, the Save dialog box opens, which enables you to select the location in which to save the report file. Whenever you run a subsequent report and the checkbox is marked, the last folder selected for the project will be used. The report file is normally saved as an HTML file, unless you select Microsoft Word or Excel, in which case it will be saved as a .DOC or .XLS file. You can change the path and name by clicking the icon.

 

Formatting tab

Use this tab to format the report.

Display Report Details When Available

When you mark this checkbox, the following additional information is included in the report details:

• Action item descriptions are included when you generate an action item log report;

• RFI questions and answers are included in RFI log reports.

• Submittal histories are included in a submittals report;

• Info Exchange file transfer histories and remarks are included in Info Exchange log reports;

Display Description of Contents When Available

Mark this checkbox to include the information from the Description of Contents tab for contract management items and transmittals in the report.

Truncate Remarks to 255 Characters

●        Mark this checkbox to truncate remarks from contract management items to 255 characters in the report.

●        Clear this checkbox to display full remarks from contract management items. For example, the log view for RFIs truncates the question and answer to 255 characters for each field. If this option is not selected, the full text will be displayed in the report.

Hyperlinks

Display Hyperlinks to Files

Mark this checkbox to display hyperlinks to files in the report.

Show Full Path for Hyperlinks

Mark this checkbox to display full hyperlink paths.

Display Hyperlinks to Project Center Items

Mark this checkbox to display hyperlinks to related Project Center items.

PDF/Printing Options

Paper Size

Select the paper size to print to from the drop-down list.

Compression

Select the file compression setting from the drop-down list.

Show Page Numbering

Mark this checkbox to show the page number on each page.

Shrink to Fit Width

Mark this checkbox to shrink reports with many columns of data down to a size that will fit the width of the page.

Landscape

Mark this checkbox to print the report in landscape format. The default is portrait.

 

Date Filter tab

Use this tab to select the date range to include in the report.

 

To access this dialog box

Select projects, then click OK from the Create Multi-Project Report dialog box.