The Projects Report can be used to analyze the status of your current project, for example, project that are past completion date. The report may be generated based on project type, project status, project category, completed or incompleted tasks, last communication, past estimated completion date, date range, and custom filtering criteria.

1. Click Reports in the left-hand navigation Panel
2. Select Projects 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.
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.
   • 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 type.
   • Display Mode:
6. 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