A Project Report lists the projects that match the filters you choose, as an easy-to-read spreadsheet you can share with stakeholders. Save a report to reuse it, or schedule it to send updates by email. Available on Suite.
Build a project report
- From your calendar, click Analytics in the sidebar menu.
- Click Project Report.
- Pick one of the example reports, or filter the report yourself by Type, Tag, Color Label, Status, Marketing Campaign, Team Member, Publish Date, Creation Date or Custom Field.
The projects that match your filters appear in a list, with a full breakdown of each one. Custom field filters work with Dropdown, Multi-Select Dropdown, Checkboxes and Multiple Choice fields.
Choose the columns
- Click Add / Remove Columns.
- Add or remove columns, including columns for your custom fields.
- Drag and drop the columns to put them in the order you want.
Save a report view
- Open the Saved Reports dropdown.
- Click Save New Report View. A name field opens.
- Type a name for the view.
- Click the checkmark icon or press Enter to save it. To cancel instead, click the X.
To edit a saved view, hover over its name and click the pencil icon.
A saved view keeps the filters you saved. It doesn't pick up new color labels or tags on its own; add them to the view yourself.
Export or schedule the report
Click Share and choose Export CSV to download the report, or Schedule Report to email it weekly, monthly or quarterly. A scheduled Project Report arrives as an attached CSV file. The Project Report has no PDF export. For the steps, see Export and schedule reports.