2. Create a new report
Click the Add icon.
Fill in a name for your report, and choose the type of report you’re going to be defining. Choose ‘Schedule’ as the type. Click Save.
3. Configure your report
- If you want to add all the possible columns to your custom report, click Select all columns.
- If you want to deselect all the columns, click Reset.
- To see all the fields, click Open all.
- To hide all the fields, click Close all.
- Drag and drop the columns you want from the left to the right. Reorder them by dragging them up and down. You don’t have to hit save to save the columns.
This page is to define the report, not run it. Click Export sample to Excel to see how your report will look with some randomly selected records. Click on the headers to expand and collapse them and choose from the field names.
To have certain task names appear as column headings in the Excel report, code the task in the schedule so the custom report can interpret them as important. If you add codes to a schedule template, they are automatically added to any schedules based on that template.
This is useful if you want to produce a regular key tasks report to see what the end date of a set of tasks is across a range of schedules. The list of available codes are as follows:
- MS delivery date The task coded MSDEL (doesn’t automatically match the contract MS delivery date)
- Cover brief The task coded COVBR (doesn’t automatically match the briefing created at date)
- Copy deadline The task coded COPYD
- Visuals approved The task coded VISAP
- First pass The task coded FIRSP
- Handover to production The task coded HANDP
- Press date The task coded PRESD
- Handover to marketing The task coded HANDM
- Books confirmed delivered The task coded BCDEL
- Launch date The task coded LAUND (doesn’t automatically match the publication date)
Add these codes to the Code column on the Gantt chart, or from the dropdown on the Task edit page:
The Gantt will look like this. Note the code column:
Then set up the custom report to display those codes:
When exported, the Excel report has the Task name as the column heading and the End date as the row data.
4. Run the report
Go to Workflow > Schedules ⤴ and search to narrow down your selection (e.g. within a range of publication dates). Click Run custom report and choose the correct report from the dropdown.