Project Reports

Create a project-specific Reports right from the project itself.

Updated over a week ago

If you want to create a report for one specific project, you can do it from the project itself.

Perfect for busy project managers who want to save time and check data for just one project:

Click on the Reports tab in the project overview.

Here you will see a list of all of your relevant project reports. To set up a new report for this project, hit the + Report button in the top right and the reports library will open up.

Add from Reports Library

The Reports Library is an extensive collection of prebuilt reports that should cover most of your needs. Pick a category on the left, or scroll freely through all the available reports. You can use all these reports as-is, or you can customize them to suit your own needs. You can save any report made this way as a separate report.

Create from scratch

If these pre-existing reports don't meet your requirements and you need to create a custom insight of your own, simply click the downward-facing arrow next to + Report and select From scratch:

Follow this article to learn how to create Reports.

When you're done creating your Report, click on Save Report to add it to your collection:

Choose who will be able to view and edit this report:

Your saved Reports will now be in the Reports tab on the project:

Remember, this tab will only show you the Reports made from the data from that particular project.

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