Reports and automation

Create reports your team can use.

Create branded reports, schedule recurring preparation, and review project rule results. Export information in the format your team needs.

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Consistent reports

Build reports around the audience and decision.

Save your branding and report layout, choose the information to include, and preview the result before exporting. Reports use the information you are permitted to access.

HTML preview

Check the content and branding before sharing.

PDF

Create a formatted document for a project or client review.

Excel and CSV

Export report data for further analysis.

Recurring generation

Schedule report preparation.

Prepare recurring reports and digests for project, portfolio, resource, time, and financial views. Review each finished report and share it manually; automatic delivery to recipients is not available.

Project checks

Review rule results and past checks.

Set rules for supported project conditions and review the results and history of each check. A result highlights something to investigate; it does not establish a cause.

Notifications, reminders, and risk creation are not automatic. Your team decides what action to take.

✓Rules for supported project conditions
✓History of checks and results
✓Exports that follow your access permissions

Grounded information

Get help drafting report commentary.

Where AI assistance is enabled, draft commentary using the project information you can access. Check the wording, figures, reporting period, and audience before sharing.

Try creating a report or book a demo to explore formats and recurring preparation.

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