If you need to generate a report for a specific project, Productive makes it easy to do so directly from the project.
This feature is ideal for project managers who want to focus on data for a single project.
📌 You can also build project-specific reports directly in the Reports section using the Project filter.
How to Create a Project-Specific Report
1) Access the Reports Tab
Make sure your project has a Reports tab added. Once it’s visible in your project sidebar, this section will list all reports associated with the project.
📌 If you don’t see a Reports tab like in the screenshot above, don’t worry.
If you have the necessary permissions, you can add a Reports tab to the project. You can choose to make it private (visible only to you) or public (visible to everyone in the project who has access to reports in Productive).
2) Set Up a New Report
To create a new report, click the + Report button in the top-right corner. This opens the Project Reports Library.
📌 If no reports exist in the project yet, you’ll see two options in the middle of the screen:
Add from library: Choose from a variety of prebuilt reports that you can use as-is or customize for your project.
Create from scratch: Build a report from the ground up, selecting exactly the data and layout you need.
The Project Reports Library offers a wide range of prebuilt reports categorized for easy navigation. You can either pick a report from the existing categories or scroll through the full list. These reports can be used as they are or customized to better fit your needs. Once customized, you can save them as new, unique reports.
3) Create a Report from Scratch
If the prebuilt reports don’t meet your needs, you can create a custom report from scratch.
If there are existing reports, open the dropdown next to + Report in the upper-right corner and select From scratch.
If no reports exist yet, select the Create from scratch button in the middle of the screen. Check out this guide to learn how to create reports from scratch.
Save and Manage Your Reports
After crafting your report, click on Save Report. This allows you to add it to your collection of project reports.
You can also define who can view and edit this report, ensuring the right team members have access.
Your saved reports will now appear under the Reports tab within the project. This section will exclusively show reports that utilize data from the particular project, keeping everything focused and relevant.
