Projects report
The Projects report lists every project in your workspace with its progress, dates and health. Filter and group it to answer questions like “which In Progress projects does Priya manage?” or “which client projects are at risk?” without opening each project.
At a glance
| What it is | A table of all projects with filters, grouping and optional columns |
| Where to find it | Reporting > Projects |
| Who can use it | People with access to Reporting |
How to filter the report
Click Filter to open the filters, or use the Quick filters. You can narrow by:
| Filter | Choices |
|---|---|
| Teams | One or more teams |
| Status | Cancelled, Blocked, On Hold, Proposed, In Planning, In Progress, Completed, Continuous |
| Health | Not Set, Needs Attention, At Risk, Good |
| Category | Your project categories, or No Category |
| Client | Your clients, or No client |
| Project Manager | Any project manager |
| Priority | Project priorities, or No priority |
Each list has a search box, plus Select All and Clear All. When a list is long, the report shows the first few and asks you to type to search.
How to group the projects
- Switch the view from Table to Grouped.
- Choose how to group: Category, Status, Health, Team or Manager.
Grouping is useful for a status meeting, for example grouped by Manager so each person sees their own projects together.
How to choose the columns
Click Show fields and tick the columns you want: Project, Estimated Vs Actual, Tasks Progress, Last Activity, Start/End Dates, Days Left/Overdue, Project Health, Project Update, Client, Team and Priority.
Fewer columns make the table easier to scan on a laptop screen. Add Days Left/Overdue when you are looking for late work.
Sorting
You can sort by status. Click the column heading to sort.
Best practices
- Filter by Health and Status together, because a Completed project can still carry an old health value that would otherwise clutter the list.
- Group by Team when several teams share one workspace, since the Teams filter alone does not show how projects split between them.
- Hide columns you do not need before sharing a screenshot or presenting, because Show fields only changes what you see.
- Use Progress Tracking for delivery confidence, which this report does not show.