How to Report on Custom Fields in Project Insight

Can Project Insight report on custom fields?

Yes, Project Insight can report on custom fields when the custom field is configured as reportable. Once enabled, a custom field can be added to a report as a column, used as a report filter, and, when configured, used to group report results.

This helps teams report on organization-specific data that is not included in standard Project Insight fields, such as cause of delay, project category, department-specific information, customer details, or other custom tracking fields.

Best for

This article is best for:

• Project Insight administrators
• Project managers
• PMO leaders
• Reporting users
• Teams using custom fields to track project-specific or business-specific data
• Users who want to filter, group, or display custom field values in reports

What needs to happen before you can report on a custom field?

Before a custom field can be used in reports, it must be configured for reporting in the Custom Field add-on.

You may need to confirm two settings:

If the custom field is not showing in the report area as expected, check these settings first.

How do you make a custom field reportable?

To make a custom field available for reporting:

1. Go to Add-ons.
2. Open the Custom Field add-on.
3. Click Configure.

4. Navigate to the item type where the custom field belongs.
5. Click the name of the custom field you want to report on.
6. Open the Reporting tab.

7. Check Show as Report Filter.
8. If you want to group reports by this field, enable Group By.

After these settings are enabled, the custom field can be used in reports for that item type.

How do you add a custom field to a report?

After confirming the custom field is reportable:

1. Go to Reports Home.
2. Choose the report type that matches the item type for the custom field.
3. Click Add Report.

4. Open the Columns dropdown.
5. Under Available Columns, find the custom field.

6. Move the custom field into Selected Columns.
7. Run the report.

The custom field will appear as its own column in the report results.

Why does my custom field have a prefix in reports?

Custom fields in reports may appear with the item type as a prefix.

For example, if the custom field is called Cause of Delay and it belongs to the project item type, it may appear as:

Project Cause of Delay

This helps users understand which item type the custom field belongs to, especially when reports include fields from related items.

How do you group a report by a custom field?

To group report results by a custom field:

1. Make sure Group By is enabled for the custom field in the custom field reporting settings.
2. Open or create the report.
3. Open the Group By dropdown.
4. Under Column, select the custom field.
5. Run the report.

Project Insight will organize the results by the selected custom field value.

For example, a project report grouped by Project Cause of Delay could show projects grouped by each delay reason.

How do you filter a report by a custom field?

To filter by a custom field:

1. Open or create the report.
2. Open the filter dropdown for the item type.
3. Find the custom field.
4. Select the custom field as a filter.
5. Choose the filter value or criteria.
6. Run the report.

This lets you narrow the report to items that match a specific custom field value.

Example: Reporting on Cause of Delay

In the video example, the custom field is Cause of Delay, and it belongs to the project item type.

Once the field is configured for reporting, it can be used in a project report to:

• Display Cause of Delay as a column
• Group projects by cause of delay
• Filter projects by cause of delay

After the report runs, Project Insight shows the results grouped by the custom field value. Projects without a cause of delay appear in one group, and projects with a specific cause of delay appear in another group.

In short: Custom field reporting helps turn custom project data into usable report columns, filters, and groupings.

When should you use custom field reporting?

Use custom field reporting when your team needs to report on data that is specific to your organization.

Examples include:

• Cause of delay
• Project category
• Business unit
• Customer type
• Region
• Internal priority
• Compliance status
• Job site information
• Department-specific fields
• Any custom information your team tracks in Project Insight

Project Insight does this by allowing custom fields to become part of your reporting structure, not just fields stored on individual records.

Common mistakes when reporting on custom fields

The custom field was not made reportable

If the custom field does not appear as a reporting option, confirm that Show as Report Filter is enabled.

Group By was not enabled

If you want to group by the custom field, make sure Group By is enabled in the custom field’s Reporting tab.

Looking for the field without its prefix

Remember that custom fields may appear with the item type as a prefix, such as Project Cause of Delay.

Choosing the wrong report type

Use the report type that matches the item type where the custom field belongs. For example, use a project report for a project-level custom field.

Related questions

Can I add a custom field as a report column?

Yes. After the custom field is configured for reporting, you can add it from Available Columns to Selected Columns.

Can I group a report by a custom field?

Yes, if Group By is enabled for that custom field.

Can I filter a report by a custom field?

Yes, if Show as Report Filter is enabled.

Why can’t I find my custom field in reports?

The custom field may not be configured as reportable, or you may be looking in the wrong report type. Check the custom field’s Reporting tab and confirm the item type.

Why does the field name include “Project” before it?

Project Insight may add the item type as a prefix so users can tell which item the custom field belongs to.

In short

Project Insight can report on custom fields when those fields are configured for reporting. Enable Show as Report Filter to use the field as a filter, enable Group By to group report results by the field, and add the custom field as a selected column when building the report.