Project Reports show all data for all projects.
Create a Project Report
In the Reports home of Project Insight, Project Report is the first option under Project reports:
Click the Create Project Report button to get started.
Display & Filter Options
Filter for the desire Project results
Like all reports in Project Insight, you first narrow down which types of projects you want to see from the following filtering criteria:
- Keywords search looks for item names for a quick search using the same parameters as the Advanced Search but filtered to Project items only
- Date Range Options filter out projects that fall within certain date ranges
- Companies will narrow the results to only project associated with a specific company
- Status & Types can narrow by Project Type or select projects by their specific name
Special Filtering Options for Projects
Report Types are super powerful for dynamic reporting.
In the example below, if you choose "Projects I'm a Project Manager On" the report will filter based on who runs the report.
If Jill runs the report, she'll see Projects she's a PM on, and if Joe runs the report, he'll see his projects, etc.
What information do you want to know about those projects?
The next set of options asks which data fields are important to you.
Charting will add up to four charts to display line graphs, bar charts, or pie charts.
Group By / Sub Total Options sort order, roll-up information, and organize your results.
Using the Columns tutorial is already in the Page Display Options article, but these columns are every possible reportable field in Project Insight. Some are entered by the user and others are calculated.
When you're finished, run the report to see the results:
The gray bar highlights the values for each project.
If using Group Bys, use the triangle carats to expand and collapse according to your Group By selections.
Quick Tip: Use the Tools icon to expand/collapse rows all at once:
Save, Share & Schedule
Continue reading the following articles for using the options at the bottom of ALL reports: