Skip to main content

Project Reports: PDF, Gantt, CSV, Charts, and More

A project team reviewing printed reports, charts, resource summaries, and milestone materials on an office desk

Quick Look:

  • Export the full project or just a selected branch — share only what's relevant
  • PDF for stable documents, image for presentations, CSV for spreadsheet analysis
  • S-Curve and Bar Charts show work and cost progress over time
  • Resource Report tracks allocation and cost distribution across the timeline
  • Milestones Report focuses the conversation on key dates and checkpoints

A good project plan needs to communicate, not just organize. A project manager may need a printed schedule for a meeting, a Gantt image for a slide deck, a CSV file for budget analysis, or a quick task summary for a message. QuickPlanX turns your live project data into these outputs directly — no reformatting, no manual copying.

PDF Reports​

A project team choosing the right report format for different stakeholders

PDF export is the main choice when you need a stable document for review, printing, archiving, or client delivery. Export the entire project or a selected branch — a phase, work package, group task, or subproject — from the task context menu.

This is useful when the full plan is too large for one conversation: share only the section that matters to a team, contractor, client, or stakeholder. For detailed steps, see Export to PDF.

Image Reports​

Image export gives you a visual snapshot of the plan for presentations, documents, chat, issue trackers, or email — without asking the recipient to open a project file.

Like PDF export, image export can cover the entire project or a selected branch. For detailed steps, see Export to Image.

CSV Reports​

CSV export is for data handoff and analysis. Choose which columns and content to include, preview the structure before saving, and use the output in a spreadsheet, another tool, or a custom summary.

You can export the whole project or only a selected branch. For detailed steps, see Export to CSV.

S-Curve and Bar Charts​

A project team reviewing progress charts and resource allocation reports on an office desk

Charts help summarize project performance over time. QuickPlanX includes S-Curve and Bar Chart reports for visualizing work or cost, with options to compare actual progress against baseline data when a baseline is available.

  • S-Curve: cumulative work or cost across the project timeline — useful for checking whether the project is on track, ahead, or falling behind.
  • Bar Chart: work or cost by time period (day, week, or month) — helps identify where activity or cost is concentrated.

Both chart types support customization in the chart view, and each can be exported as an image. For details, see S-Curve and Bar Charts.

Resource Report​

The Resource Report shows resource assignments across the project timeline — resources vertically, time horizontally — to review how work or cost is distributed.

Switch between Work and Cost views, adjust the time scale, and customize cost display options. In Cost view, QuickPlanX can show total cost, resource cost, and additional miscellaneous cost categories. The current view can also be exported to CSV. For details, see Resource Report.

Milestones Report​

A project team focusing a review around milestone cards and selected report materials

The Milestones Report gives a focused view of project milestones: an interactive chart combined with a synchronized list, so you can review milestone dates, compare current and baseline dates, check status, and select a milestone in either view.

Most useful when the conversation is about major checkpoints rather than every task. For details, see Milestones Report.

Text Reports​

Text export generates a task's details as plain text from a template — shareable through the system share sheet or copied to the pasteboard. Useful for status updates, handoffs, messages, or emails where a full PDF would be too heavy.

Template-based output keeps task summaries consistent across projects. For details, see Export Task Data to Text and Text Template.

Choosing the Right Report​

  • Stable document for review, print, or archiving — PDF
  • Visual for a presentation or slide deck — Image
  • Data for spreadsheet analysis — CSV
  • Work or cost progress over time — S-Curve or Bar Chart
  • Resource load and cost distribution — Resource Report
  • Milestone date review — Milestones Report
  • Quick task summary for a message or email — Text Export

The full tutorial is available under Reports. For planning context, see What a Project Schedule Is.

Ready to try QuickPlanX?

Download on the App Store

Related features: Shape Plans Your Way · Connect Your Planning Workflow