Reports in Project Insight help you view real-time project, task, resource, budget, time, expense, and work data in one place. You can start with predefined reports, customize filters and columns, run the report, and then save, share, schedule, or export the results.
What Are Reports in Project Insight?
The Reports menu is in 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.
How Do I Choose the Right Report?
Project Insight includes many report types, each designed to answer different business questions. Before creating a report, determine what information you want to understand and then select the report type that contains that data.
| If You Want to Report On... | Use This Report Type |
|---|---|
| Projects, project status, project health, and project schedules | Project Reports |
| Tasks, assignments, milestones, and work progress | Task Reports |
| Resource workload, utilization, and availability | Resource Reports |
| Capacity planning and resource allocation | Resource Allocation Reports |
| Labor hours, billable time, and time tracking | Time Entry Reports |
| Submitted, approved, or missing timesheets | Time Sheet Reports |
| Project expenses and reimbursement activity | Expense Reports |
| Project requests and incoming work demand | Project Request Reports |
| Approvals and decision workflows | Approval Reports |
| Issues and project blockers | Issue Reports |
| Files and project documentation | File Reports |
| Comments and collaboration activity | Item Comment Reports |
| Companies, customers, and vendors | Company Reports |
| Contacts and stakeholder information | Contact Reports |
| Custom forms, risk registers, change requests, inspections, audits, and other organization-specific records | Custom Item Reports |
If you are new to reporting, start with a predefined report in the report type that best matches the information you want to analyze.
How Do I Create a Report in Project Insight?
To create any report you want you can go directly to Reports Home and you will see this screen where you will be able to chose the report :
Let's use a predefined report from the Task report type as an example. In the next image, you can see shared reports that are already built, built-in or 'default' reports, and the ability to add your own using the blue '+Task Report' button.
We will chose the "My Current & Overdue Tasks" report:
After this we will be able to see all Tasks I'm Assigned to, the report will look like this:
How Do I Filter Report Results?
Most reports in Project Insight can be filtered to show only the information you need. Filtering allows you to narrow report results by criteria such as projects, departments, resources, project managers, companies, dates, status, priorities, and other available fields.
Use the filter icon, layout options, and more options controls in the upper-right corner of the report to customize the information displayed.
For example, instead of viewing tasks assigned to you across all projects, you can filter the report to display tasks for a specific project.
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.
Depending on the report type, you may also be able to filter by project status, project health, departments, portfolios, programs, resources, date ranges, companies, contacts, custom fields, and other available reporting attributes.
How Do I Customize Report Columns?
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.
How Do I Run a Report?
Click on the run report button to view your report.
You can continue to update and change the display options and re-run the report as needed until you have your desired results.
How Do I Save, Share, and Schedule Reports?
Continue reading the following articles for using the options at the bottom of ALL reports:
Frequently Asked Questions
Are Project Insight reports updated in real time?
Yes. Reports display current Project Insight data. As users update projects, tasks, resources, time entries, expenses, and other items, report results reflect those changes.
Can I start with a predefined report?
Yes. Many report types include predefined reports to help you get started quickly. You can run a predefined report as-is or customize the filters, columns, and layout.
Can I create a custom report?
Yes. You can create reports by choosing a report type, selecting filters, choosing columns, and running the report. You can continue adjusting the report until the results show the information you need.
Can I save and reuse a report?
Yes. After creating a report, you can save it for future use. Saved reports can also be shared or scheduled depending on your permissions and reporting needs.
Can I export report results?
Yes. If you need a static copy of report data, use the Export Report to Excel feature and save the results in a spreadsheet.
Can I report on Custom Items?
Yes. Custom Item Reports allow you to report on organization-specific forms and records such as risks, change requests, inspections, audits, action logs, asset inventories, safety records, and other custom processes configured in Project Insight.
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