Creating Reports

The Reports icon is in the top left section of the global menu.

Each tab represents an report type in Project Insight (e.g. Project, Budget, Task, etc.), and many report types offer predefined reports to get you started.

Start from these predefined reports or create your own!

All reports represent real-time Project Insight data. The data displayed in each report changes as users make updates to Project Insight. To save the results of any report data as a static value, use the Export Report to Excel feature and save the report data in a spreadsheet.

Let's use a Predefined report from the Task report type:

For example, select the Tasks I'm Assigned as a Resource from the Task tab and the General Reports drop down, will bring up a window like the following.

Customize the report with the Page Display icon in the top right corner of the page.

Instead of seeing all tasks to which you were assigned as a resource for all projects, you could click a specific Active Project by name in the Project Type & Project Options filter list. This filtering option limits the report to show only tasks for that project alone.

You can also decide which types of data to display using the Column Selections Options.

For example, you can choose to include Description and Estimated Cost by moving these column display options from the Available Columns to the Selected Columns.