​How to Run Custom Item Reports in Project Insight

Can Project Insight Report on Custom Items?

Yes, Project Insight lets you run reports on custom items that have been created in your workspace. Custom item reports help teams report on structured records that are unique to their organization, such as risks, inspections, forms, job-site records, or other custom tracking items.

Custom item reports are different from custom field reports. A custom field is an added field on an existing item, such as a project or task. A custom item is its own type of record, and Project Insight can provide reporting options for those custom item records.

Best For

This article is best for:

• Project Insight administrators
• Project managers
• PMO leaders
• Reporting users
• Teams using custom items to track risks, inspections, forms, or other custom records
• Users who need to filter, view, or report on custom item data

What Is a Custom Item Report?

A custom item report is a report based on a custom item type your organization has created in Project Insight.

For example, if your workspace has a custom item for Risks, you can run a report that shows the risk records in your system.

Custom item reports help teams see custom records in a report format instead of viewing them one at a time.

How Do You Open Custom Item Reports?

To open custom item reports:

1. Click the Reports icon in the top left navigation, or click the Reports icon from your home screen.
2. From Reports Home, scroll down to Custom Items.
3. Review the custom items available in your workspace.
4. Select the custom item you want to report on.

The custom items listed depend on the custom items your organization has created.

How Do You Run a Report on a Custom Item?

To run a custom item report:

1. Open Reports.
2. Scroll to Custom Items.
3. Click the custom item you want to report on.
4. Configure the filters for the report, if needed.
5. Run the report.

If you leave the filters blank, the report may show all records for that custom item type, depending on your permissions and workspace setup.

For example, if you select a Risk custom item and leave the filters blank, Project Insight can show the risk records available in the system.

How Do You Filter a Custom Item Report?

After opening the custom item report, you can configure filters to control which records appear.

Use filters when you want to narrow the report by specific values, dates, owners, statuses, or other fields available for that custom item.

You can also use the Filter option in the top right to adjust report settings.

How Do You Add or Remove Columns in a Custom Item Report?

To add or remove columns:

1. Run or open the custom item report.
2. Click the Filter option in the top right.
3. Adjust the report columns and settings.
4. Run the report again.

This lets you decide which custom item fields should appear in the report results.

Example: Running a Risk Custom Item Report

If your workspace has a custom item called Risk, you can run a report on risk records by going to Reports > Custom Items and selecting the Risk custom item.

From there, you can leave the filters blank to show all risks or apply filters to narrow the results.

Once the report runs, Project Insight displays the risk records in a report view. You can then adjust filters or columns as needed.

Custom Items vs. Custom Fields

Custom items and custom fields are related, but they are not the same.

For example, Cause of Delay on a project would be a custom field. A separate Risk record type would be a custom item.

In short: Use custom field reporting when the data belongs to another item. Use custom item reporting when the custom record itself is what you want to report on.

When Should You Use Custom Item Reports?

Use custom item reports when your team needs visibility into custom records such as:

• Risks
• Inspection forms
• Job-site records
• Internal request forms
• Safety checks
• Audit records
• Custom project forms
• Organization-specific tracking items

Project Insight does this by making custom item records available from the reporting area, so teams can filter and review them in a structured report.

Common Mistakes When Running Custom Item Reports

Looking for custom items under the wrong report type

Custom item reports are found under the Custom Items section of Reports Home, not under standard project or task reports.

Confusing custom items with custom fields

If you are trying to report on a field added to a project, task, or company, use custom field reporting. If you are trying to report on custom records, use custom item reporting.

Forgetting to adjust filters

If the report shows too many records or not enough records, review the filter settings.

Not adding the right columns

If the report does not show the information you need, use the filter/settings area to add or remove columns.

Related Questions

Where Are Custom Item Reports Located?

Custom item reports are located in Reports Home under the Custom Items section.

Can I Report on a Risk Custom Item?

Yes. If Risk is set up as a custom item in your workspace, you can select it from the Custom Items reporting section and run a report.

Can I Filter Custom Item Reports?

Yes. You can configure filters before running the report or use the filter option in the top right to adjust the report.

Can I Change Which Columns Appear?

Yes. Use the filter/settings option to add or remove columns.

Are Custom Item Reports the Same as Custom Field Reports?

No. Custom item reports show records from a custom item type. Custom field reports show added fields on existing item types, such as projects or tasks.

In Short

Project Insight custom item reports let you report on custom records created in your workspace. To run one, go to Reports, scroll to Custom Items, select the custom item you want to report on, configure filters if needed, and run the report. Use the filter option to narrow the results or add and remove columns.