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How to View and Export Reports

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Written by IT Billing

Reports can be accessed from the Project List menu or from the Projects Details, depending on the report and the user’s role and Group assignment.


To view and export reports


1. Select a folder from the Project Status folder tree.

2. Do either of the following:

  • At the top of the Project List pane, click the Reports icon menu and select list report to run a report on all projects currently in your view (adjust filters to customize).

  • For other reports you must select relevant projects:


  • For individual project reports you must open the project and select project report options:


  • To export a report, click the disk icon and select a file format from the dropdown menu.

  • To search within the report, enter a search term in the Search box.



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