Project Custom Report
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A Custom Report template is available that can be formatted by
an administrator or by any user who has access to the template. The
user formats the report sheet as desired, then links PDW fields to
cells on the sheet. When layout of the custom form is complete, the
user saves the file as a custom report template. The saved template
can be used repeatedly to produce an Excel workbook with a sheet
displaying the customized form for each project visible on the Project Data
To create a custom template:
1.Select the PDWare Reports toolbar icon.
2.Select Project Custom Report.
3.Format the Custom Report sheet. See idetailed instructions in the
4.Right click anywhere on the sheet; select Layout Mode
5.Left click a cell for a field and select the field from the
6.When all fields have been linked to cells, click the End Layout
button in the Select Fields dialog.
7.Right click anywhere, select Template Defined. The Save As dialog
8.Navigate to the folder in which the user accessible template is
to be stored, enter the template file name and click Save.
To create a periodic report workbook:
1.Sort and filter the Project Data sheet to show just the
projects desired in the report workbook.
2.Click File>Open Excel; select the saved custom report
3.Right click, select Create Report.
4.Close and save the resulting report workbook
The following actions occur each time Create Report is
- An MS Excel workbook is created to contain the report.
- A worksheet is created for each project visible on the Project
Data sheet in their current order (top to bottom rows on the
Project Data sheet matches the result left to right sheet tab
- The format of the custom report template is copied to each
- Cells in the report that are linked to PDW fields are
automatically updated for each project.
Note that multiple report workbooks can be created with a single
access to the custom template; simply change the filter on Project
Data, use the Window menu to return to the custom template, right
click and select Create Report.