Reports, custom reports and dashboards

Built-in reports

Portfolio, variance, health check, finish forecast, what drives the finish (tornado), earned value, PPC, delay reasons, sub scorecard, double-bookings and look-ahead. Each one prints and downloads as CSV.

Build your own

1. Reports → Custom reports → New report.
2. Pick a dataset: tasks, sub assignments, schedule changes, daily logs, punch, RFIs, risks, budget lines, invoices or time.
3. Choose columns, add filters (e.g. status is not closed), and optionally group by a column and total another (e.g. sum of balance by project).
4. Pick a chart: table, bar, line or pie.
5. Save it. Share with team lets everyone in your company open it.

Dashboards

Pin any report to your dashboard with Pin. Your dashboard starts from your role's default layout; admins can set the default layout for each role (Settings → Dashboards) so every PM or bookkeeper starts with the right view. Reset mine goes back to the role default.

Scheduled emails

On a saved report, choose Email on a schedule: daily, weekly or monthly at the hour you pick, to anyone. The email has a short summary, the first rows and a link to download the full CSV for 14 days.