We have over 60+ built-in reports as a starting point to start customizing them to your project-specific needs. They are grouped by folders based on the data source they are meant to report upon. This page is a guide to that structure. Go to PDF Reports to explore the different built-in reports and Report options.

Favorites

Any PDF Report or Excel Export can be tagged as a favorite report. Select “Add favorite” in the top right of any report to make it your favorite. Select “Add shared favorite” to share it with others AND make it a favorite for anyone on your project. Go to Favorites to learn more about this feature.

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PDF reports

Project Reports

When any report is saved to a project, it will show under Project Reports. Unless they are also shared, these reports are only available to you and project admins. Check the "Shared" box when saving a report to make it available to everyone on the project. Go to Project reports to learn more about this feature.

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