Analytics & Insights

Analytics & Insights

Learn how to create and manage reports that collect data from budgets, people, and time. 

Create and manage reports

Build a row report

You can add rows from multiple sheets into one report with a row report....

Work with source sheets in reports

On a new report, the source sheets selection window is open by default....

Access, preview, and download attachments from a report

Reports don't store information; instead, they provide a view of the information stored on one or more source sheets....

Select columns included in a report

When you build a report, you first select the source sheets. Next, you select the columns.  At the top of the report, select Columns....

Create filter criteria in Report Builder

Your report's filter is comprised of multiple filter groups, which contain the conditions that rows must meet....

Group data to organize results in report builder

You can group your data to combine similar values, this way rows are organized into logical categories.

Sort your report results with the report builder

  How your data will be sorted depends on its data type....

Summarize content with report builder

Select the Summarize tab on the toolbar to open the Summary settings.  Choose the fields you’d like to summarize.  Select how you’d like to ...

Current user report

Use current user reports to access information tailored for you, streamline information retrieval, and enhance productivity.

Identify renamed sheet columns in reports

Your reports stay connected even when column names in underlying sheets have changed.

Use card view in reports

With card view in reports, you can combine your project sheets into one report, then view in card view to quickly answer questions like: Which tasks a...

Create a sheet summary report

To create a portfolio view, you need: Your source sheets....

Report types

With a report, you can compile information from multiple sheets and show only items that meet the criteria you specify. You can cons