Reports

Create Project Reports

Project reports allow you to generate custom reports for stakeholders to prove marketing value in an easy-to-read spreadsheet or PDF. Then save these reports to reuse them or schedule them to automatically deliver updates to stakeholders on a regular basis.

Note: Project Reports are available in all Professional and Enterprise subscription plans.

To access the Project Report, to Analytics > Project Report.

Filter your projects by Type, Tags, Color Labels, Statuses, Team Members, Publish Date or Creation Date or select one of our example reports.

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Once filters are selected, a list of projects will be displayed.  Receive a full breakdown of each project that pertains to your selected filters.

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To add additional filters, click Add Filter.

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Save any report by clicking Save Report then Save New Report View.

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Edit any saved report by hovering over the name, then click Screen_Shot_2019-07-24_at_11.42.52_AM.png.

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Export any report as a PDF, CSV, or set scheduled times by clicking Share.

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