Company Custom Reports

Company-level custom reports are available across all projects in your organization, providing a broader view of project performance. Like project-level reports, you can choose from various cards, customize layouts, and make changes such as editing, copying, or deleting reports to fit your organization’s needs.

Custom Reports Offer:

• Tailored views & metrics: pick exactly which data, visuals, and pages are included.
• Consistency & reuse: build once, then reuse across projects (for company reports) or within a project (project reports).
• Easy management: edit, duplicate, or remove reports any time.
• Central access: reports are easily accessible inside projects or via Admin
• Scalable for teams: company-level custom reports help maintain standard reporting across your organization, while project-level ones let individual project teams refine what matters to them.
  
  

To Create a Custom Company Report:

1. Click Reporting from the left navigation bar.
2. Click + Report on the top right hand corner
3. You will be asked to select a project to generate sample data during the creation process.
   1. This report will be available for all projects, but use one project for sample data.
4. You can either start with a blank report or with a pre-built template. 
   1. If starting blank, click +Start Blank. If starting with a template, click the template you wish to start with and click Begin Editing
5. Name the report by clicking the Name field on the top of the page.
6. Use the configuration tool to add Pages and then populate them with cards.
7. Once created, the report appears in the Reports list.

Managing Company Reports:

• Click the pencil icon to edit the report’s configuration. 
• Click the duplicate icon to copy the report. 
• Click the trash can icon to delete. Once a report is deleted it cannot be recovered.