Reports window
Use the Reports window to create, edit, run, and delete global and project reports. You can also use the Reports window to import and export reports, enabling you to share reports between different project management databases.
To display the Reports window, do one of the following:
- Click
on the Enterprise toolbar. - On the Tools menu, choose Reports, Reports.
Refer to the following sections of this topic for information and links to concepts and tasks about working with reports in the Reports window:
- Working in the Reports window
- Report concepts
- Report tasks
Working in the Reports window:
When working in the Reports window, you can:
- Use the Reports toolbar to perform most report-related tasks, such as running reports or report batches, importing and exporting reports, creating or modifying reports with the Report Wizard, modifying reports with the Report Editor, and managing report groups and batches.
- Use the Tools menu on the Menu bar to manage report groups and batches, and to create or modify reports using the Report Wizard.
- Use the shortcut (right-click) menu to run the selected report, run a batch report, import and export reports, modify the selected report with the Report Editor, set display options for the window, and cut, copy, and paste reports.
- Use the Display Options bar, View menu on the Menu bar, or the Layout toolbar to group, sort, and filter reports.
Tip
- After opening the Reports window, the window remains open until you close it; if you open or navigate to another window without closing the Reports window, click the Reports tab to return to the window at any time.
- The Report Scope column and field displays either Global or Project. You can run Global reports for any project. You can run Project reports for the open project only.
- To quickly move a report into a different report group, right-click on the report and choose Cut, then right-click on a report group row in the table and choose Paste.
- Reports created or modified using the Report Wizard display this symbol
next to the report name. Reports created or modified using the Report Editor display this symbol 
next to the report name.
Note
- If resource security is enabled, you may have restricted access to resources. Global reports with restricted resource access do not display information about resources outside your root resource node.
- If resource security is enabled and a global filter for reports contains a resource you do not have access to, the field appears blank. Running these reports either ignores the blank field (in case of OR) or returns no result (in case of AND).
Report concepts
- Report Editor
- Report Editor window
- Reporting features
- Report Wizard
- Data sources in reports
Report tasks
You can perform all of the following tasks from the Reports window. These tasks are divided into general tasks, which you can perform in the Reports window or Report Wizard, and advanced tasks, which you can perform in the Report Editor.
General report tasks
- Add a report to a report batch
- Add a report to a report group
- Add comments when running a report
- Copy a report
- Create a new report with the Report Wizard
- Create a report batch
- Create a report group
- Delete a report
- Delete a report batch
- Delete report groups
- Edit a report group
- Export a report
- Format numbers in reports
- Preview a report
- Print a report
- Print a report batch
- Remove a report from a report batch
- Remove a report from a report group
Report Editor tasks
- Add a background image to a report
- Add a border to a text cell
- Add a custom text cell to a report
- Add a data source to a report
- Add a field data or field title cell to a report
- Add a line cell to a report
- Add a report title
- Add a row to a report
- Add a variable cell to a report
- Add an embedded data source to a report
- Add an image cell to a report
- Add comments to reports
- Add HTML links to a text cell
- Add HTML links to an image cell
- Change report margins
- Change text cell color
- Change the sort order of report records
- Copy a data source
- Copy a row
- Copy and paste cells
- Cut and paste a data source
- Cut and paste a row
- Cut and paste cells
- Define a report header and footer
- Define default text styles for reports
- Define HTML print settings for an image cell
- Define layout options for a data source
- Define page setup options for a report
- Delete a data source filter
- Delete a data source from a report
- Delete a data source that contains embedded data sources
- Delete a line cell from a report
- Delete a row filter
- Delete a row from a report
- Delete a text cell filter
- Delete an image cell from a report
- Disable HTML links in a text cell
- Disable HTML links in image cells
- Filter a data source
- Filter a report row
- Filter a text cell
- Format text in a text cell
- Indicate hierarchy levels in reports
- Remove a background image from a report
- Remove borders from a text cell
- Show time distributions in a report
- Sort report records
- Specify a timeperiod for a report
- Specify image cell width and position in a row
- Specify line cell width and position in a row
- Specify text cell width and alignment in a row
Related Topics
Last Published Tuesday, March 31, 2026