How to edit exisiting project reports | InLoox PM 8

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You can save the reports with the predefined filter data for quick report issue.

Do the following to save a report:

  1. Click Projects on the Outlook Ribbon to switch to the InLoox PM project list.

    In Outlook 2007 click InLoox PM Folder in the InLoox PM Toolbar.

  2. Choose one or more project in the project list.
  3. On the InLoox tab, in the Reports group, click Reports and choose from the drop-down Save Report.
    In Outlook 2007 click Reports in the InLoox PM  Toolbar.
  4. In the Saved Reports dialog box do the following:

    • Save a new report by clicking New.
      • In the New Report dialog box type a name.
      • Activate the Visible for all users box, if you want to share this view with other authorized users.
      • Filter the report data as you want and click Save Report. The saved report is now displayed in the Report List, in the Saved Reports dialog box.

         For more information on how to filter a report, see Filter report data.

    • Change the saved report. Choose one from the Report List and click Edit. In the Report dialog box filter the report data as you want and click Save Report.
    • Remove the saved report from the Report List by clicking Delete.

       Use the filter feature to quickly reach the needed data from each column. For more information, see Search and filter in a project.

  5. Click Save to save the changes.