Project 365: Build & Customize Reports

Course description

This course is designed to help project managers and team members effectively communicate project status, performance, and insights using Microsoft Project’s built-in and customizable reporting tools. This course explores the full range of reporting capabilities available in the platform, from simple dashboards to advanced visual reports that integrate seamlessly with Excel for deeper analysis. Learners begin by exploring the pre-made reports available in Microsoft Project, including dashboards, cost summaries, resource overviews, and earned value reports. These reports provide real-time, dynamic insights and can be easily accessed, customized, and shared with stakeholders to support transparency and accountability. The course then guides learners through the process of building custom reports from scratch using familiar tools like tables, charts, and filters. Learners will learn how to group, sort, and tailor visualizations to highlight key project metrics such as task progress, cost performance, and resource allocation. In addition to built-in reports, the course introduces visual reports, which allow for more advanced analysis using Excel’s pivot tables and charts. Learners will explore generating, customizing, and saving these reports, and even creating their own templates for reuse across multiple projects. The course also covers how to manage and organize report templates for consistency and efficiency. By the end of the course, learners will be equipped to generate clear, informative, and visually compelling reports that support data-driven decision-making and effective stakeholder communication throughout the project lifecycle.

Course outline