Project Summary

This report displays the properties of your project (for example, project name and description),  the user profiles associated with your project, and lists all the items within your project.

This report can be useful for communicating or recording the overall progress of your project.

To run a project summary report:

  1. On the Tools menu, click Reports.

  2. Click the Project Summary option.

The Customize Project Summary Report dialog box is displayed.

  1. Select the required options  

    Option

    Description

     

    Folders

    Select which folders are included in the scope of the report.

    • Choose All Folders to include all project folder in your report

    • Choose Selected Folders to select specific folders to include in your report

    Click theInclude folder description check box to include the description as defined in the folder properties.

    Folder name format

    Select to display the folder name (Emails) or to include the hierarchical name (Documents/Focus Group/Emails).

    Order folders by

    Choose to order the folders by their name or by their hierarchical name.

    Include project items

    Click the check box to list details of items in your project.

    Click the required check box for the Description (as defined in the project item properties).

    Click the check boxes for Created and Modified to include the user initials and corresponding dates.

    Item name format

    Select to display the project item name (Adventure) or to include the hierarchical name (TreeNodes/Images of Volunteers/Adventure).

    Order Items by

    Depending on the items you selected to include, you can choose to order:

    • Alphabetically by Name (Adventure)

    • Alphabetically by Hierarchical name (Tree Nodes/Adventure)

    • In Custom order as displayed in List View.

    • Creation User Initials -- by users who created the project item

    • Modification User Initials -- by users who modified the project item

     

  2. Click OK.

The Report Viewer is displayed.

  1. Click the Print toolbar button to print the report.

Related Topics