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FAQ › Category: How do I...?
How can I Zoom In in a visual report?
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Answer
To Zoom In in a Visual Report, hold the CTRL key and scroll up using your mouse scroll or hold the CTRL key and press the “+” button on keyboard.
How can I change the order of the fields displayed in a table?
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Answer
To change the order of the fields displayed in a chart, first open the desired report by going to menu go to menu Report - Visual Reports – select the desired report and click OK. Click on the desired table to open the Fields List panel. In the second box with the selected fields, either drag-and-drop the desired field name up or down or right click on a field name and click Move up/Move down buttons to change the fields order.
How can I change the order of the fields displayed in a chart?
Question Link
Answer
To change the order of the fields displayed in a chart, first open the desired report by going to menu go to menu Report - Visual Reports – select the desired report and click OK. Click on the desired chart to open the Fields List panel. In the second box with the selected fields, either drag-and-drop the desired field name up or down or right click on a field name and click Move up/Move down buttons to change the fields order.
How to Export to PDF a visual report?
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Answer
To Export to Image a visual report, first open the desired report by going to menu go to menu Report - Visual Reports – select the desired report and click OK. While in the Report Designer view, go to menu File – Export – Export to PDF.
How to Export to Image a visual report?
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Answer
To Export to Image a visual report, first open the desired report by going to menu go to menu Report - Visual Reports – select the desired report and click OK. While in the Report Designer view, go to menu File – Export – Export to Image.
How to create a chart/table for goals in a visual report?
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Answer
To create a chart/table for goals in a visual report, go to menu Report - Visual Reports – select the desired report and click OK or go to Report – New Report – Blank/Chart/Table. Click on Insert Chart/Insert Table button or click on the desired chart/table and from the Fields List pane click on the Goal tab to edit the data for goals.
How to create a chart/table for resources in a visual report?
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Answer
To create a chart/table for resources in a visual report, go to menu Report - Visual Reports – select the desired report and click OK or go to Report – New Report – Blank/Chart/Table. Click on Insert Chart/Insert Table button or click on the desired chart/table and from the Fields List pane click on the Resource tab to edit the data for resources.
How to create a chart/table for tasks in a visual report?
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Answer
To create a chart/table for tasks in a visual report, go to menu Report - Visual Reports – select the desired report and click OK or go to Report – New Report – Blank/Chart/Table. Click on Insert Chart/Insert Table button or click on the desired chart/table and from the Fields List pane click on the Tasks tab to edit the data for tasks.
How to print a visual report?
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Answer
To print a visual report, go to menu Report - Visual Reports – select the desired report and click OK or go to Report – New Report – Blank/Chart/Table. Add or change the desired elements then in the Design menu click on Page Setup button. Set the desired print options then click on Print… button then click on OK button. Note: You can also print the visual reports by going to menu File – Print.
How to show page breaks in visual reports design page?
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Answer
To show the page breaks in visual reports design page, go to menu Report - Visual Reports – select the desired report and click OK. In the Design menu click on the Page Breaks button.
How to delete a new visual report?
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Answer
To delete a new visual report, go to menu File – Account – Organization Information – Global Settings – Organizer tab – Reports tab. Select the desired report from the Current Project section and click on Delete button then click OK. Note: You can also delete a visual report directly from the Report Designer View by going to menu Design – Report Organizer – select the desired report from the Current Project section and click on Delete button then click OK.
How to rename a visual report?
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Answer
To rename a visual report, go to menu Report - Visual Reports – select the desired report and click OK. In the Design menu click on the Rename Report button. Type in a new name and click OK. Note: You can also rename a visual report by clicking on the Report Organizer button from Design menu - select the desired report from the Current Project section – click on Rename button – type in a new name and click OK.
How to add a table in a visual report?
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Answer
To add a table in a visual report, go to menu Report - Visual Reports – select the desired report and click OK or go to Report – New Report – Blank/Chart/Table. In the Design menu click on the Insert Table button. Tip: When you click on a table, two buttons will become available to the right of the chart. Use the Customization button to customize the border and Filters button to open the Fields List panel to filter the information that goes into the table.
How to add a chart in a visual report?
Question Link
Answer
To add a chart in a visual report, go to menu Report - Visual Reports – select the desired report and click OK or go to Report – New Report – Blank/Chart/Table. In the Design menu click on the Insert Chart button. Select the desired chart type and click OK. Tip: When you click on a chart, two buttons will become available to the right of the chart. Use the Customization button to customize the border and Filters button to open the Fields List panel to filter the information that goes into the chart.
How to add an image in a visual report?
Question Link
Answer
To add an image in a visual report, go to menu Report - Visual Reports – select the desired report and click OK or go to Report – New Report – Blank/Chart/Table. In the Design menu click on the Insert Image button. Select the desired image and click Open. Tip:  To format the image border, click on the Customization button to change the width, style and color of the border.
How to add a text box in a visual report?
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Answer
To add a text box in a visual report, go to menu Report - Visual Reports – select the desired report and click OK or go to Report – New Report – Blank/Chart/Table. In the Design menu click on the Insert Text Box button. Tip:  To format the text, select the desired text and an edit panel will appear where you can change the font, size, font style, alignment, background color and text color.
How to change data in a visual report?
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Answer
To change the data in a visual report, first go to menu Report – Visual Reports – select the desired report and click OK. In the Design page, click on the table or chart you want to change. Use the Fields List pane on the right of the screen to select the criteria type, fields category, select the fields that appear in the chart/table, apply filters, group the data, select the outline level and sort data. Tip: When you click on a chart/table, two buttons will become available to the right of the chart. Use the Customization button to customize the border and Filters button to open the Fields List panel to filter the information that goes into the chart/table.
Are there any predefined visual reports?
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Answer
You can use the following predefined Visual Reports:

Project Status - displays the overall status of the project, including the percentage complete, duration, and cost. 
Upcoming Tasks - displays tasks that are scheduled to start in the next week or two. 
Critical Tasks - displays tasks that are critical to the project's success. 
Late Tasks - displays tasks that are overdue. 
Task Cost Overview - displays the total cost of tasks in the project, broken down by resource and task. 
Milestone - displays project milestones and their associated tasks. 
Resource Overview - displays resource assignments and their workloads. 
Burndown Report - displays the progress of tasks over time. 
S-Curve Report - displays the progress of costs or work over time. 
Project Goals - displays the project goals and objectives

Note: Each report is customizable, so you can choose the data you want to display and the format in which you want to display it. You can also create custom reports from scratch.
How to open an existing visual report?
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Answer
To open an existing visual report, go to menu Report – Visual Reports – select one of the predefined visual reports and click OK. Note: Any of the elements in the Design page are fully customizable. You can add and delete elements and change the data to meet your needs.
Where can I find the Visual Reports functionality?
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You can find the Visual Reports functionality by going to menu Report – Visual Reports button.
What is the Visual Reports functionality?
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Answer
The Visual Reports in Project Plan 365 are customizable reports that include both formatted text and graphics to display information from a Microsoft Project (.MPP) project file. These reports provide users with a clear and concise overview of project status, progress, and performance.
How do I set the interval for autosave and close project?
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Answer
To set the interval for autosave and close project, go to File - Options. In General Settings tab look at General Options section. Make sure the “AutoSave and Close project after x idle minutes” box is selected and change the interval as you please then press OK.
How do I activate the AutoSave and Close project functionality?
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Answer
To activate the AutoSave and Close project functionality, go to File - Options - General Settings tab - General Options section. Make sure the "AutoSave and Close project after x ide minutes" box is selected.Note: If you don’t make any actions in the application for the set idle minutes, a warning message will appear saying that the project will be saved and closed in x seconds. If you want to continue editing the file, click Yes in the dialog.
What does the “AutoSave and Close project” functionality do?
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Answer
The Auto Save and Close functionality automatically saves a copy of your file then closes the project at a given time if no actions are made in the application.
How do I rename an existing Report used by my organization?
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Answer
To rename an existing report used by your organization, go to File menu - Account – Organization Information – Global Settings – Organizer tab, on Report tab, select the desired Report and click Rename button. Enter the new name and click OK. 
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