How to Create a Task Report in Project Insight

Can Project Insight Create Task Reports?

Yes, Project Insight lets you create task reports so you can review task data across projects, programs, portfolios, users, departments, companies, and other reporting fields.

Task reports help you answer specific questions about project work, such as which tasks are high priority, which tasks are assigned to certain users, which projects contain certain kinds of tasks, or which tasks need attention across a program or portfolio.

Best For

This article is best for:

Project managers
PMO leaders
Program managers
Portfolio managers
Department leaders
Reporting users
Teams that need visibility into task-level work

How Do You Open Task Reports?

To open task reports:

Go to the Reports menu.
Select Reports Home.
Find the Task Report card.
Click the task report option.

If you already have saved reports, they may appear in the Reports menu. If you do not have saved reports yet, go to Reports Home to find the available report types.

How Do You Create a New Task Report?

To create a new task report:

Open Reports Home.
Select Task Report.
Review any canned, saved, or previously created task reports.
Click to create a new task report.
Choose the filters, settings, grouping, charting, and columns you want.
Run the report.

Project Insight uses the report filters and settings to determine which tasks appear in the results.

What Should You Decide Before Building a Task Report?

Before choosing filters, ask: What am I trying to find?

For example, you may want to report on:

High-priority tasks
Tasks in active projects
Tasks assigned to a specific user
Tasks in a specific department
Tasks within a program
Tasks in a portfolio
Tasks for a project sponsor
Tasks tied to time or expense entries
Tasks within a date range

Starting with the reporting question helps you choose the right filters.

How Do Date Filters Work in Task Reports?

Task reports include date range options. You can choose from options such as:

Dynamic dates
Specific date ranges
Rolling dates
All dates

For example, you might use Dynamic Dates and select the current month, or you might use all dates if you want to see matching tasks regardless of when they occur.

In short: Use date filters when you want the task report limited to a specific time period.

What Task Filters Can You Use?

Task reports can be filtered by task-related fields such as:

Task status or type
Task priority
Resource type
Time codes
Summary task options
Rollup totals
Tasks with time entries
Tasks with expense entries

For example, you can filter a task report to show only high-priority tasks.

Can You Filter Task Reports by Users or Departments?

Yes. Task reports can be filtered by user-related information.

For example, you can filter by:

Assigned user
Department
Project sponsor
Created by

This is helpful when you need to see work connected to a specific person, department, sponsor, or creator.

Can You Filter Task Reports by Portfolio, Program, or Project?

Yes. Project Insight task reports can be narrowed by portfolio, program, or project details.

You can filter by:

Open or closed portfolios
Specific portfolios
Open or closed programs
Specific programs
Active or inactive projects
Project manager
Project type
Project phase

This helps teams report on task-level work across a specific area of the organization.

Can You Filter Task Reports by Company or Rate Card?

Yes. Task reports may also include filters for company and rate card information, depending on your workspace setup and available data.

This can be useful when task reporting needs to connect to customer, billing, labor, or financial information.

Can You Add Charts to a Task Report?

Yes. Task reports can include charting options.

Depending on your report setup, you may be able to choose predefined charts or configure custom chart options, such as pie charts, line charts, or other available chart types.

Charts can make task report results easier to review visually, especially for leadership or PMO reporting.

How Do You Group Task Report Results?

Task reports can be grouped by different fields.

For example, you may choose to group the report by project so the task results are organized under each project.

Grouping helps make the report easier to read, especially when the report includes tasks from multiple projects, programs, portfolios, departments, or companies.

How Do You Choose Columns for a Task Report?

Task reports let you choose which columns appear in the results.

For example, you may want columns such as:

Portfolio
Project
Task name
Start date
End date
Company
Priority
Assigned user
Other available task or project details

Use columns to control what information users see when they run the report.

How Do You Run and Review a Task Report?

After choosing the filters, groupings, charting, and columns:

Click Run Report.
Review the report results.
Expand or drill into results when needed.
Click into a related project or task to see more detail.

For example, if a report shows a high-priority task inside a specific project, you can drill into that project to review what is happening.

Example: Report on High-Priority Tasks in Active Projects

To create a report for high-priority tasks in active projects:

Open Reports Home.
Select Task Report.
Create a new task report.
Set the date range, such as All Dates.
Filter for High Priority tasks.
Filter for Active Projects.
Group the results by Project.
Run the report.

Project Insight will show the tasks that match those filters, grouped by project.

How Do You Save a Task Report?

If the report gives you the results you need, you can save it.

When saving a report, you may be able to:

Name the report
Include it in the report menu
Share it with others
Add a description
Schedule it for recurring delivery

Saving the report helps you run it again later without rebuilding all the filters.

When Should You Schedule a Task Report?

Schedule a task report when the same information needs to be delivered regularly.

For example, you might schedule a task report for leadership, the PMO, or the C-suite if they need recurring visibility into high-priority work, overdue tasks, or tasks across active projects.

Common Mistakes When Creating Task Reports

Starting with filters instead of the reporting question

Before building the report, decide what you need to find. The reporting question should guide the filters.

Using too few filters

If the report returns too many results, add more filters such as priority, project status, assigned user, program, portfolio, or date range.

Forgetting to group the report

Grouping by project, program, portfolio, department, or another field can make the report easier to read.

Not saving a useful report

If you will need the same report again, save it and include it in the report menu.

Choosing columns that do not answer the question

Add columns that help explain the report results. Remove columns that create clutter.

In Short

Project Insight task reports help you filter, group, chart, and review task-level work across projects, programs, portfolios, users, departments, and other fields. Start with the question you want the report to answer, choose the right filters and columns, run the report, and save it if you need to use it again.