If you need to generate a report tailored to a specific project, Productive makes it easy to do so directly from the project overview.
This feature is perfect for project managers who want to save time by focusing on data for just one project.
Alternatively, you can always build project-specific reports directly in the Reports section.
How to Create a Project-Specific Report
1) Access the Reports Tab
In your project overview, click on the Reports tab. This section lists all the relevant reports associated with your project.
2) Set Up a New Report
To create a new report, click the + Report button in the top right corner. This will open the Project Reports Library.
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 specific needs, you can create a custom report from scratch.
Click the downward-facing arrow next to + Report and select From scratch. Follow 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.
