1. 1

   Introduction to Project Reporting

   Learn project reporting step by step: filter and group project data, then turn it into reports for your team, clients or investors in Merlin Project. Start.

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2. 2

   Setting up Filters

   Filter project data in the Merlin Project filter inspector: turn on built-in filters, define your own conditions and show only what matters for your report.

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3. 3

   Setting up Groupings

   Cluster project data regardless of hierarchy: turn on groupings in the Merlin Project inspector, create custom ones and use them in your reports. Learn how.

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4. 4

   Creating and Customizing Reports

   Create project reports in Merlin Project: start from built-in reports, combine your own modules and fit the layout to your paper size. Build your first report.

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5. 5

   Exporting Your Project Data

   Export project data from Merlin Project as an image, Excel, CSV, XML, MS Project, OPML or rich text. Press ⌥⌘E, pick the format and the views to include.

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6. 6

   Reporting Example

   See a project report example: budget, schedule and risks for investors, prepared in Merlin Project for an open house event. Rebuild the report in your project.

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