With Insights, you can create a powerful report and get the data you need with just a few clicks. To start, select Insights from the main navigation. Here you can select:

  • Insights Library - a prebuilt report based on the data that matters the most

  • Custom Report - build your own report from scratch

To create your custom report, select New Custom:

Now, select the source of the data you want to create a report from:

Data can be extracted from Bookings, Budgets, Capacity & Availability, Companies, Deals, Expenses, Financials, Invoices, Payments, People, Projects, Tasks and Time Entries. Availability will depend on your permission level.

If you are unsure which one to use, you can always go back and take a look at the Insight Library for some inspiration.

To learn how to customise your report click here.

When you're done, you can save your report:

Choose a category or just start typing to create a new one:

Saved reports will be visible in the main Insights menu:

You can even export the report in PDF, CSV or XLS:

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