Exporting Project Data to Word or PowerPoint
Creating and Managing Report Templates
Build a custom report template using Word or PowerPoint
In this article we will learn how to build a custom project report template in Word or PowerPoint. Templates contain a mix of regular text and bindin...
Project Template Glossary
This article is a glossary of all the strings and binding elements needed for project template creation. For all the rules and examples of how to crea...
Include sub project data in your Word or PowerPoint template
In the previous article , we learned how to build a Word or PowerPoint template to export project data. In this article, we will learn how to include...
How to include Attachments in Word/PowerPoint templates
In this article, we will show you how to add text references for attached document links to your templates in Word or PowerPoint. It's important to re...
Using Date Range Filters in Reports
As a project manager, you understand the importance of detailed planning and tracking. This includes outlining the entire project timeline, identifyin...
How to build a template with SORTBY filter
The SORTBY filter offers a powerful way to dynamically organize data based on specified criteria. Whether managing tasks, tracking milestones, or prio...
How to build a project template for Actions/Decisions RAG Status
Actions and decisions are represented differently depending on whether they have one or more assignees and therefore different binding elements need t...
How to build a template with Limit Rows filter
Using various filters in your project template helps with managing project tasks by setting clear bounds on specific data inputs. The limit rows filte...
Build a Powerpoint project template grouped by RAG Status for Sub-Project data
Fluid allows you to build your very own PowerPoint templates so that you can easily extract the precise data you wish to report on at any time! In thi...
Create a Report with Multiple Project Lists
The [PROJECTS] command lets you pull a list of projects into a report template, one project per table row, with control over which projects appear, ho...