Report Builder

Build custom reports by selecting and ordering sections from the Master report. Only admin can create or edit.

NameSlugSectionsStatusActions
Resource Report
Track team capacity, workload distribution, and resource allocation across projects. Ideal for resource managers and PMs who need visibility into who’s available and where effort is concentrated.
resource-report9Published
Stakeholder Overview
High-level snapshot focused on outcomes, items requiring attention, and budget status. Ideal for steering committees and key stakeholders who need clarity without the full operational detail.
stakeholder7Published
Team Status Report
Detailed operational view built for the delivery team. Includes task breakdowns, milestone tracking, and the information needed to keep execution on track.
team11Published
Customer
Polished, customer-facing status report. Clean presentation of progress, key milestones, and outcomes designed for external audiences.
customer6Published
Executive Summary
Concise, high-level overview tailored for executives and sponsors. Surfaces the most important outcomes, risks, and decisions without operational noise.
executive7Published
All Status Updates
A consolidated feed of all recent status updates across the project. Useful for teams that want a quick chronological view of what’s been communicated.
all-status-updates2Published
Customer Status Updates
Lightweight, customer-friendly status updates. Share high-level progress without overwhelming external stakeholders with internal detail.
customer-status-updates2Published
Master Status Report
The complete project status report containing every available section. Use this when you need a single, comprehensive source of truth that covers progress, risks, scope, milestones, resources, and more.
master19Published
Finance Report
Focused view of budget utilization, cost tracking, and financial health. Designed for project leads and finance stakeholders who need a clear picture of spend versus plan.
finance-report5Published
Task Report
Detailed view of all tasks — late, in progress, and coming due — with owners, priorities, dates, and completion percentages. Perfect for day-to-day execution tracking and status meetings.
task-report9Published