Report Builder
Build custom reports by selecting and ordering sections from the Master report. Only admin can create or edit.
| Name | Slug | Sections | Status | Actions |
|---|---|---|---|---|
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-report | 9 | Published | |
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. | stakeholder | 7 | Published | |
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. | team | 11 | Published | |
Customer Polished, customer-facing status report. Clean presentation of progress, key milestones, and outcomes designed for external audiences. | customer | 6 | Published | |
Executive Summary Concise, high-level overview tailored for executives and sponsors. Surfaces the most important outcomes, risks, and decisions without operational noise. | executive | 7 | Published | |
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-updates | 2 | Published | |
Customer Status Updates Lightweight, customer-friendly status updates. Share high-level progress without overwhelming external stakeholders with internal detail. | customer-status-updates | 2 | Published | |
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. | master | 19 | Published | |
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-report | 5 | Published | |
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-report | 9 | Published |