Gantt View in Reports

Add a Gantt chart to a report to view all of its task dates plotted out on a timeline. This is helpful in creating a summary overview of tasks and events spread out across multiple sheets.

  1. First, create a new report and configure the Report Builder to pull in the types of rows you'd like to see in the summary. For example, you might create a report to show all rows from all sheets that have an End Date coming in the next 7 days to provide insight on the upcoming week's work. For detailed instructions and guidance, please review our help article on Creating Reports.

  2. Once you've set up the report to display the desired rows, make sure it includes at least two date columns. A Gantt chart requires one date column to represent the start date of tasks and another to represent the end date.

    • Click the Report Builder tab at the bottom.

    • Click the Columns button.

    • Click on the name of the column you'd like to use as the start date and then click the name of the column you'd like to use as the end date.
      NOTE: If any project sheet doesn't include these columns, their tasks won't appear in the Gantt chart. For example, if you select columns named Start and Finish in the report, and one of your project sheets uses columns named Start Date and Finish Date, no rows from that sheet will appear in the report. For best results, review your project sheets beforehand to ensure the date columns are named consistently.

    • Click Close.

  3. Click Run in the Report Builder.

  4. Close the Report Builder by clicking the x in the upper, right corner.

  5. Click the Gantt View icon in the left toolbar to display the Gantt bars next to each task in the report.

    Report Gantt View

  6. Click the Project Settings icon in the Gantt chart header to modify the following:

    • Dependency Settings: Designate columns as the Start date, End date and % Complete (optional).

    • Timeline Display: Configure the Gantt chart headings (years, quarters, months, weeks, days, etc.), the Start day of the week, the Start of the fiscal year, the display label that appears next to each task bar, and whether the Gantt chart should open to today's date by default.

    • For more detailed information, review our help article on Modifying Project Settings.

Report Project Settings

If you're familiar with working with Gantt charts in your project sheets, you may notice some differences between the way they appear in reports, including:

  • The option to enable dependencies isn't available in a report. As such, no dependency arrows will appear in the Gantt chart.

  • Each sheet can have its own custom Project Settings, and rows from each sheet will behave based on the settings of their respective projects. For example, if your project sheets have a different number of working hours in a day, changing the duration on one row of the report may have a different impact on the end date than changing the duration on another row.

  • As row hierarchy isn't displayed in a report, summary rows won't appear in the Gantt chart. All rows, regardless of hierarchical order, will appear as a task bar in the Gantt chart.

  • A milestone (a task with a Duration of 0) will appear as a diamond shape in the Gantt chart, but an extended milestone (task with a Duration of ~0) will appear as a task bar.

  • All task bars will extend across full working days, even if the task Duration is in hours or partial days.

  • The ability to drag a Gantt bar to a new date on the chart, and extend the Duration by dragging the right edge of the bar, are disabled in the Gantt chart.

  • Gantt bar colors can't be modified directly as they're a reflection of the formatting in the project sheet.

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