Analytics & Insights

Analytics & Insights

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

Create and manage reports

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....

Current user report

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

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