Reporting using Microsoft Excel (v8.xx)

Reporting using Microsoft Excel (v8.xx)

Convert any Genius Project view into a Microsoft Excel report or chart. Create your reports layouts only once, store them in the template repository and use them at will.


Take advantage of advanced features in Microsoft Excel such as Pivot Tables, conditional styling, and drill-down to analyze project data avoiding any purchase of specialized OLAP tools.


Genius Project contains a set of predefined report templates, which can be updated and extended to fit your organization reporting requirements.


  1. Microsoft Excel for End User


By clicking on icon in the menu toolbar, the system displays MS-Excel export and report functions.



For each Configurable View there is a default option to export csv file. A Configurable View is recognizable by the little table-icon.



  1. Pre-defined Microsoft Excel Reports


Genius Project is delivered with a standard set of predefined MS-Project based reports in each database (Resources, Portfolio, Timesheets, Projects…).


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