Project management training video (4w27pikvuj)

Video Transcription

In this installment of the Academy, we discuss reporting. It’s a fundamental part of any project management methodology and streamlines the process to make it more efficient and effective.

With your business account, you’ll have access to a wide range of custom reports which can be run in seconds to show a more detailed look into specific areas of your projects.


On the left panel, you’ll see different report categories which can be selected. Making a selection here will impact what you see in the right panel. In this example, we’ll run a task report to get a list of all overdue tasks on my team. Based on the specific report, the particular options can be chosen in the right panel using check boxes. At the bottom of the right panel, you can choose the format of your report, whether you’d like to simply view the report on-screen or create PDF, Excel or in some cases CSV files.

In another example report, we’ll run a portfolio status so we can get an overview of all the projects going on in our organization right now.

As you have seen, the custom reports that can be generated using are versatile, easy-to-use and can provide great insight into your projects. With that, we wrap up our course on’s software.

No matter which of our unique views makes the most sense for your work style, and the reports you need to generate to keep things on track, we have an option! is a cloud-based project management software that allows for seamless movement between views, and fully-customizable options and reporting to make projects your own. See how it can help you stay on time, under budget and manage resources with ease by taking this free 30-day trial.

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