Reports

After entering all the data, reporting is the next thing you will want to do. Reporting in Planner is straightforward; what you see onscreen is what is reported/printed.

You can preview the report using the 'File | Print preview' menu option. Before that though, select what you want to see in the report:

  • Select 'Filter | Show all' if you want a list of all tasks, or 'Filter | Show only relevant' to leave out tasks that have no influence on the date period shown. The latter option skips completed tasks and tasks who's start- and enddate don't lie within the currently displayed date range.
  • Select a resource from the toolbar if desired (see the image to the right); this will show only the tasks that apply to the selected resource and any tasks that don't have a resource designated (indicated by '?').
  • Optionally select 'File | Print Setup' to select a printer to print to.

After selecting the properties of your report, select 'File | Print Preview' to preview what the report will look like. If all looks ok, click the 'Print' button in the preview screen.

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