What reporting tools can I use with project data?

If you’re using Project Web App, you might be wondering what tools you can use to create reports. Whether you’re using Project Web App for Project Server 2013 or Project Web App for Project Online, you have several options available for viewing and creating reports. You can:

Download this poster for a summary of BI for Project in Office and SharePoint

The sections below provide more information about reporting options for project data. To download a poster that summarizes all of these tools, see Business intelligence for Project in Office and SharePoint.

Sample reports in Project Web App

Project Web App for Project Online comes with several sample reports that you can use a starting point. These include:

  • Project Overview Dashboard, which provides high-level information about projects, including start and finish dates, risks, issues, and tasks. This dashboard was created by using Power View in Microsoft Excel 2013. You must have Silverlight installed on your computer in order to view the workbook.
  • Project Overview, which provides high-level information about projects, such as percent complete, number of assignments, and number of tasks. This report was created by using Power Pivot.
  • Resource Overview, which provides high-level information about projects, including number of hours worked and number of tasks by resource. This report was created by using Power Pivot.

If you’re using Project Web App for Project Server 2013 (on premises), even more sample reports are available.

All of the sample reports in Project Web App were created by using Excel 2013. These reports make use of the OData data connections that come automatically with Project Web App, and they’re useful for getting some ideas of what kinds of information you’d like to see in your reports.

To view the sample reports

  1. In Project Web App, choose the Use reports tile
  2. Choose a language folder, such as English (United States).
  3. Click (or tap) the name of the report that you want to view.

 Important    If you’re attempting to view the reports in Project Online for the very first time and those reports are empty, it’s possible that an administrator hasn’t granted reporting access yet. See Grant reporting access in Project Online.

You can also create new reports using the sample OData connections that are available.

 Important    The sample reports (and sample data connections) can be overwritten by software or service updates. Don’t rely solely on the sample reports for all your project reporting needs. Instead, consider using Excel and its many business intelligence (BI) features or other reporting tools to create and share reports in your organization.

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Excel business intelligence features

Excel 2013 has lots of great business intelligence (BI) features that you can use to create interactive charts and tables. These include:

  • Flash Fill, which enables you to format a column of data a particular way without having to use a complex formula. For example, if you have a column that contains a list of dates and times, and you want a column that contains just dates, you can use Flash Fill to make that change.
  • Quick Analysis, which enables you to select a range of data and instantly see possible ways to display that data
  • Timeline controls and slicers that enable people to view more specific information in PivotTable reports or PivotChart reports

Many other BI features are available, including Power Query, Power Pivot, Power View, and Power Map. For more details, see the following resources:

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Reports in Project 2013

If you’re using Project 2013, you have a wide variety of reports available on the Report tab.

Report tab in Project 2013

See Pick the right report for an overview of the different reports that are available.

See Create a project report to learn how to create reports in in Project 2013.

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SQL Server Reporting Services

Reporting Services is a powerful reporting platform that is available with SQL Server. Some customers prefer to use Reporting Services to create and share reports. Typically, IT administrators and developers create Reporting Services reports, and then share those reports using SharePoint or a Reporting Services report server. See SQL Server Reporting Services tools.

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PerformancePoint Services in SharePoint Server 2013

PerformancePoint Services in SharePoint Server 2013 is a great tool for creating power key performance indicators (KPIs), scorecards, reports, and dashboards. Ideal for (on premises) data stored in SQL Server Analysis Services, PerformancePoint Services enables you to create interactive, reusable dashboard items. See Creating dashboards by using PerformancePoint Dashboard Designer.

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Visio Services

You can use Visio to create a data-connected diagram, and then share it with others by using Visio Services in SharePoint. See A beginner's guide to Visio and TechNet Article: Overview of Visio Services in SharePoint Server 2013.

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Applies to:
Project Web App for Project Online, Project Web App for Project Server 2013