The Project Summary Report allows you to generate a list of some or all projects along with the name of the project owner. The report may be filtered by project status, project type, project start and/or end date, project category, and custom filter criteria. This report can be useful in analyzing the number of open projects, number of projects assigned to an individual, and so on.

1. Click Reports in the left-hand navigation panel.
2. Select Project Summary Report. 

   

3. Select your search filtering criteria. For example, if you are looking for a specific type of project, select a Project Type from the drop-down list.
4. Optional - Enter a Search/Filter query. For example, if you are looking for projects assigned to a specific staff member, select Project Owner.
5. Select Display Options:
   • The system is setup with default fields to display in your report. You may add or remove fields by clicking on the Fields to Display drop-down arrow. By default, the report will include project name, category, project owner, type, and total projects.
6. Select Summarize by criteria. This optional field allows you to select how you wish report results grouped. For example, you may choose to group results by project owner.
   • Display Mode: Select Detail to view a listing of all projects and associated fields selected for the report. Select Summary to simply see the total number of projects, based on your filtering criteria.
7. Click Run Report.

   

See the following for Common Report Functions:

• Export Reports
• Email Reports
• Add Report Contacts to a List/Committee
• Mailing Labels
• Save a Report as a New Report
• Save a report as a Favorite Report
• Report Filtering Options