Custom Reports
The Custom Reports module allows for the creation and saving of custom project reports. These reports can include both standard and custom fields and can be filtered for specific values or ranges. 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 Reports – Custom Project Reports, initially shows the standard columns that are displayed on the organization’s Task List, along with all custom fields, if any. The Default Report can be customized to show specific fields in a desired order and to filter fields for specific values (instructions for which are found in the sections below). Customizations each user makes to the default view are saved for that user, and will be shown the next time that user views the Default Report.
Click “edit columns” to see a list of standard and custom columns (if enabled under Settings – Projects – Custom fields). Click 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 to change its order. Click “Save Columns” to save your changes.
Reports can be filtered by any of the displayed fields. Click “display filters” to expose the filters section below the column headers. To filter the report for a specific field/column, select the operator (contains, equals, is between, etc.) and then the value for the filter. You can filter on multiple columns at once. Click the green “Apply Filters” button to show the filtered results. These filters will stay in place until the next time you change/clear them. Click “hide filters” to hide the filters section below the column headers to make the report content easier to view.
You can save a customized view of the Default Report as a separate report accessible by other members of your team. Customize the Default Report for the columns and filters you want for the saved report. Enter the name for the Saved report in the input box and then click the gray “Save As New Report” button. The saved report will be displayed under Reports under the Custom Project Reports section. 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/clients. If you have made changes to columns or filters for a saved report and wish to replace the saved version with the current version, click the gray “Save Changes” button.
To change the description for saved report, click the Custom reports section under Projects in the Settings page for All Workspaces then click in the Description field for a report and add/edit the description. Press “Enter” to save your changes.
To rename a saved report, click the Custom reports section under Projects in the Settings page for All Workspaces, mouse over the name of the report, and click the “Rename” link. Make changes and click “Enter”.
To reorder saved reports, click the Custom reports section under Projects in the Settings page for All Workspaces, then use the arrows to the left of the report names to drag and drop a report and change its order.
To delete or disable (hide) a saved report, click the Custom reports section under Projects in the Settings page for All Workspaces, click the “disable” link to hide the report and “enable” to display the report. To delete, click the delete link and follow the instructions that appear.