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Planner Reporting

Planner reporting connects schedule analysis to stakeholder-ready communication. Use it when the report is based on schedule data, quality checks, comparison findings, resource views, or AI-generated schedule narratives.

Planner reporting output example

When to use Planner reporting​

Use Planner reporting when you need to:

  • Summarize schedule quality findings for a project team.
  • Explain baseline movement or progress-update variance.
  • Package resource-loading views or schedule charts with context.
  • Export schedule review evidence for meetings, comments, or client updates.
  • Combine AI-assisted schedule narratives with supporting tables and visuals.

Typical workflow​

  1. Open the schedule and confirm the correct project, baseline, and data date.
  2. Run quality checks and review the highest-impact findings.
  3. Compare against the relevant baseline or prior update if movement needs to be explained.
  4. Ask AI Copilot for a draft narrative or issue summary when useful.
  5. Assemble the report from schedule views, findings, comparison results, and commentary.
  6. Export or share the report with the intended audience.

Planner or Report Forge?​

Planner reporting is best for schedule-driven analysis. Report Forge is best when the organization needs repeatable report blueprints, structured inputs from multiple contributors, review history, and polished recurring reporting packs.