Custom Reports

The Custom Reports module can include both standard and custom fields and can be filtered for specific values or ranges to provide customized project reporting. Reports can be filtered on a one-time basis or saved to provide ongoing, customized, filtered views, either on an organization-wide or workspace-specific basis.

The Default report, accessed under the top Reports icon in the Custom Project Reports section on the left...

...initially shows columns comparable to those displayed in the main view of Projects. The Default report can be customized to show specific fields in a desired order and to filter fields for specific values. Fields displayed and their order are saved for each user and set as the default view for that user, and will be shown the next time that user views the Default report.

Click the Columns to Display icon, the three vertical lines (꠲) in the top right, to show the Edit Report Columns overlay that lists standard and custom columns (if enabled). Use the checkboxes to select/deselect columns to display. Columns will display left to right in the order they are shown. Drag and drop a row using the up and down arrows to change its order. Click the Save Columns button to save your changes.

The bottom of the Edit Report Columns overlay also has three checkboxes for making tags display under a project's name, and for showing totals and average rows:

Custom reports can be filtered by any of the available fields. Clicking the Filters button displays the overlay shown below:

Aside from selecting a Project State (which is always available), filters in the overlay can be added to the report for a specific field/column. Clicking + Add Filter displays a Select a column dropdown to pick from the different columns. Once a column has been selected, another dropdown can appear for an operator (contains, equals, is between, etc.), followed by the value for the filter. Multiple filters can be implemented by selecting + Add Filter again. Click the Apply Filters button to show the filtered results. These filters will stay in place until the next time you change/clear them, by using the "x" icons in the Filters overlay (for a particular filter line or Clear all in the bottom right) or on the filter blocks displayed at the top of the report page, as in these examples:

A customized view of the Default report can be saved as a separate report accessible by other users. Customize the Default report with the desired columns and filters (as described above), then click the Save As New Report button, enter a name for the new report in the Report name box that appears, and click the Save button.

The saved report will be displayed in the Custom Project Reports section of Reports.

Reports saved from the All Workspaces view will be available in the All Workspaces view and for any individual workspace. Reports saved in a specific workspace will only be available for that workspace. This allows for custom reports to meet the needs of specific workspaces. To rename or delete a previously saved report, click the three vertical dots (⋮) that appear to the right of the report name:

Custom Project reports also have printing and exporting options like Excel and PDF from the icons in the top right.