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: