Benefits

1. Create tailored reports for focused, data-driven insights.
   
2. Organize reports into folders for easy access and tracking.
   
3. Analyze data across multiple fields for an advanced overview.
   
4. Use Zia to obtain AI-driven insights.
   

Feature Availability: 

1. Predefined Reports within Projects are available in all plans.
   
2. Custom Reports and Report Folders are available in the latest user-based Premium and Enterprise plans.
   

Configure Filters, Charts and Insights

1. Click Projects in the left navigation panel and navigate to your project.
   
2. Click Report in the top band.
   
3. Select Custom Reports from the drop-down.
   
4. Here, you will find Predefined Basic Reports and four Advanced Reports.
   
1. Basic Reports gives you the task count against five different criteria: Status, Milestone, Priority, Tags, Owner, or Completion Percentage.
   
2. Advanced Reports gives you owner-wise task count by Status, Priority, or Completion. You can also create Custom Task Report based on different criteria.
   
5. Click    and select a Chart Type. Plot the preferred fields as X and Y axis to create a custom report and click Apply.
   
6. Click    to customize your filter criteria and get the results accordingly.
   
7. Click Zia icon to get AI-driven insights.
   
8. Click on the Reports in the left panel to open the corresponding report.
   
   
   

Create a Custom Report

Add Report

1. Click Projects in the left navigation panel and navigate to your project.
   
2. Click Report in the top band.
   
3. Select Custom Reports from the drop-down.
   
4. Click Add Report in the upper-right corner and enter the Report Name.
   
5. Select a chart type from the right panel.
   
6. Configure the Report Settings by selecting Module and Folder from the drop-down.
   
7. Select any field from the drop-down to plot the X and Y axis.
   
8. Select a field to group the report data.
   
9. Click Apply.
   
   

Clone Report

1. Click Projects in the left navigation panel and navigate to your project.
   
2. Click Report in the top band.
   
3. Select Custom Reports from the drop-down.
   
4. Navigate to any report and click  .
   
5. Select Clone Report and confirm your action.
   

Edit/Delete Report

1. Click Projects in the left navigation panel and navigate to your project.
   
2. Click Report in the top band.
   
3. Select Custom Reports from the drop-down.
   
4. Navigate to any report and click  
5. Select Edit Report to update the report name, modify the selected fields, and apply your changes.
   
6. To delete a report, select Delete Report from the context menu and confirm your action.
   

Move Report

1. Click Projects in the left navigation panel and navigate to your project.
   
2. Click Report in the top band.
   
3. Select Custom Reports from the drop-down.
   
4. Navigate to any report and click  .
   
5. Click Move Report.
   
6. Select a Report Folder from the drop-down.
   
7. Click Update.
   
   
   

Note:  You can drag and drop a report to reorder or move it from one folder to another.

Export Report

1. Click Projects in the left navigation panel and navigate to your project.
   
2. Click Report in the top band.
   
3. Select Custom Reports from the drop-down.
   
4. Click  and click Export to PDF.
   
5. Select Export History to view the record of the exports.
   

Organize Reports under Folders

Add Folder

1. Click Projects in the left navigation panel and navigate to your project.
   
2. Click Report in the top band.
   
3. Select Custom Reports from the drop-down.
   
4. Hover over  beside Add Report and select Add Folder from the drop-down.
   
5. Enter a Folder Name.
   
6. Click Save.
   
   
   

Edit Folder

1. Click Projects in the left navigation panel and navigate to your project.
   
2. Click Report in the top band.
   
3. Select Custom Reports from the drop-down.
   
4. Navigate to any folder and click .
   
5. Select Edit Report to update the report name.
   

Delete Folder

1. Click Projects in the left navigation panel and navigate to your project.
   
2. Click Report in the top band.
   
3. Select Custom Reports from the drop-down.
   
4. Navigate to any folder and click  .
   
5. Select Delete Report and confirm your action.
   

Note: A folder must be empty before it can be deleted. 

Create Report based on Custom View

Use Case:  A manager wants to track the billing status of all his approved time logs. To do this, they can select the “My Approved” predefined view under the Time Log module and generate a report to monitor which logs are billable or non-billable.

1. Click Projects in the left navigation panel and navigate to your project.
   
2. Click Report in the top band.
   
3. Select Custom Reports from the drop-down.
   
4. Click on any module-level basic or advanced report.
   
5. Navigate to the view drop-down beside the Custom Reports drop-down.
   
6. Click on the preferred view.
   

Create Report from Project Template

1. Navigate to Projects tab in the left navigation panel.
   
2. Click Project Templates tab.
   
3. Create a New Project Template or access an existing template.
   
4. Within the template, click on the Reports tab in the top band.
   
5. Click Add Report in the upper-right corner and enter the Report Name.
   
6. Select a chart type from the right panel.
   
7. Configure the Report Settings by selecting Module and Folder from the drop-down.
   
8. Select any field from the drop-down to plot the X and Y axis.
   
9. Select a field to group the report data.
   
10. Click Apply.