The Reports tab of a project brings together everything you need to judge how the project is going: progress and health, task mix, risks, time, workload, planning, and (if you are allowed to see finance) revenue and profitability. From the same tab you can export a summary, print a status report, save filter views, capture snapshots and preview what guests will see.
Where to find it
| Sidebar | Project section (under the project picker) → Reports (after Playground, before Activity) |
| URL | /projects/{project}/reports |
| Command palette | Reports · {project name} under Current project |
| Exports | /projects/api/projects/{project}/reports/export/pdf and /xls (the PDF and Excel buttons) |
The Reports tab is shown on every project, to everyone who can open the project. It is not hidden by plan; the Feature status card on Settings shows whether reports are switched on for your organization. Some actions need edit rights on the project (see Who can do what).
Who uses it: project managers for weekly reviews and client updates, administrators and owners for health and profitability, and team members to see their own workload.
For a view across many projects, use the workspace Dashboard in the main sidebar and the Portfolio report card on this tab (see Project groups).
Screen tour
The page is a column of cards under a Reports header card — Project status, completed work, risks, workload, planning, and time at a glance. Export buttons sit at the top-right of the header; the filter bar is inside it. While loading you see Loading reports; on failure "We couldn’t load reports." with Retry; with nothing to show, No report data.
Filter the report
The Reports header card has a filter bar. All cards below follow it.
| Filter | Notes |
|---|---|
| From / To | Date range. Leave blank for all dates. |
| Assignee | All assignees or one project member. |
| Status | All statuses, Backlog, Todo, In progress, Review, Done or Cancelled. |
Click Reset to clear all filters. The report reloads as soon as you change a filter.
Header buttons (top-right of the Reports card)
| Button | What it does |
|---|---|
| Opens a printable Project Status Report in a new tab, using the current filters. Needs edit rights on the project; members without them get an access error. | |
Downloads project-{id}-report.pdf. |
|
| Excel | Downloads project-{id}-report.xls. |
| Guest status | Opens the Guest status report page (see Guest status report). |
| CSV | Downloads project-{id}-workload.csv, the Workload by member table. |
The PDF and Excel exports contain one row per metric: Project, Status, Progress, Total tasks, Completed tasks, Open tasks, Overdue tasks, Blocked tasks, Completion rate, Total time minutes, Billable time minutes and Non-billable time minutes. They use the From, To, Assignee and Status filters you have set. Files download straight to your browser; no money figures are included.
The workload CSV has the columns Member, Role, Open tasks, Overdue, Urgent/high, Estimate minutes, Logged minutes, Capacity %, Utilization %, Allocation % and Load state.
The report cards
The cards appear in this order.
Project dashboard
"Project-specific delivery metrics, attention items, time and workload." Shows Progress, Total tasks, Open, Overdue, Blocked and Time, a Status mix chart and the top five members by Workload with their load state.
Saved reports and snapshots
See Save views, custom reports and snapshots.
Project status
"Task progress and delivery health." Shows the completion percentage with a progress bar, a health badge and a Health score (0–100), then Total tasks, Open, Completed, Overdue, Blocked and Due this week.
| Health | When it is shown |
|---|---|
| On track | Score 80 or more and nothing blocked. |
| At risk | Score between 55 and 79. |
| Delayed | Score below 55. |
| Blocked | At least one task is marked blocked. |
| Completed | The project status is Completed. |
The score drops for overdue tasks, blocked tasks and similar warning signs; the Recommended actions card explains what to fix.
KPI tiles
Completion, Time tracked, Billable time (only if you can see finance), Non-billable and Guest progress (completion of guest-visible tasks).
Revenue and profitability
Shown only if your organization has a SolaCount finance connection for the project and you may see project finance. It shows Revenue, Cost, Profit, Margin, Billable time and Ready to bill, then:
- Budget vs actual: Planned budget, Actual cost, Variance.
- Revenue status: Invoiced, Collected, Outstanding.
- A per-currency table (Currency, Revenue, Cost, Profit, Margin) when the project has amounts in more than one currency.
If finance is connected but your role cannot read summaries, the card says "Financial report summaries are not available for this user." See Project profitability.
Task and time cards
| Card | What it shows |
|---|---|
| Tasks by status | Distribution across the workflow. |
| Risks & overdue | Counts of Top overdue, Top blocked, Unassigned and No due date, plus the overdue task list. |
| Priority and type | Task counts By priority and By type. |
| Tasks by assignee | Open and completed tasks per person. |
| Time tracked by member | Durations only, no rates or money. |
| Time by day | Logged time per day. |
| Time by task | The tasks with the most time. |
| Completed work | Recently completed tasks (click to open). |
| Estimated vs actual time | Tasks, Estimated, Actual, Variance, and a table per task. A positive variance means more time was logged than estimated. |
| Task and time report | Logged time By status and By priority. |
Portfolio report and Report snapshots
- Portfolio report: "Cross-project rollups limited to projects this user can already view." Portfolios, Projects, At risk and Open tasks, with each group's project count, open tasks and average progress.
- Report snapshots: the eight most recent snapshots, with label, period and capture date.
Workload by member
"Assignments, estimates, and logged durations." A summary strip (Balance, Overloaded, Available, Avg open, Team utilization) and a table:
| Column | Meaning |
|---|---|
| Member | Name, project role, and a Watch or Overloaded badge when needed. |
| Open / Overdue / Urgent/high | Task counts. |
| Estimate / Logged | Estimated and logged time on their open tasks. |
| Capacity | Bar turns amber at 70% and red at 100%. |
| Utilization | Logged against capacity; amber from 125%. |
| Allocation | Share of the planned work assigned to them. |
Planning and guidance cards
| Card | What it shows |
|---|---|
| Assignment suggestions | Rules-based suggestions for unassigned open tasks ("Assign to …" with a reason). |
| Task and sprint allocation | Each member's largest task and sprint allocations. |
| Planning summary | Milestones and Epics completed/total, Timeline rows, Overdue rows, and the active sprint with its velocity. |
| Recommended actions | Up to six suggestions generated from health and risk signals. |
Guest status preview
"Guest-safe tasks and documents only." Visible tasks, Completed, Upcoming, Blockers, plus Upcoming visible tasks and Guest-visible documents. Click Print guest to open the printable Guest Status Report. Only tasks and documents marked guest-visible appear here (see Project documents).
Health statuses
| Health | Meaning | What to do |
|---|---|---|
| On track | Score 80+, nothing blocked. | Keep going. |
| At risk | Score 55–79. | Read Recommended actions; clear overdue work. |
| Delayed | Score below 55. | Re-plan dates (see Timeline) and rebalance workload. |
| Blocked | A task is blocked. | Clear the blocker (see Risks & overdue). |
| Completed | Project status is Completed. | — |
Save views, custom reports and snapshots
All of these are in the Saved reports and snapshots card.
Save a view (anyone who can open the project)
- Set the filters you want.
- Type a name in View name (required, up to 80 characters; placeholder Weekly delivery view), for example "Weekly delivery view".
- Click Save view. You see "Report view saved."
Saved views are listed as buttons; click one to apply its filters. Views you save here are private to you. Delete a view with its bin icon ("Report view deleted."); you can delete your own views, and project editors can delete any.
Save a custom report
- Under Custom report builder, enter a Report name (placeholder Delivery KPI report).
- Choose Group by: Status, Priority, Assignee, Type or Day.
- Tick the metrics (at least one, up to eight): Total tasks, Completed tasks, Open tasks, Overdue tasks, Blocked tasks, Completion rate, Total time, Billable time, Non-billable time.
- Click Save custom report. You see "Custom report saved."
The custom report appears in the saved views list. Clicking it applies its saved filters to the tab.
Capture a snapshot (project editors): click Capture snapshot. The current figures are stored as "Manual report snapshot" ("Report snapshot captured.") and appear in Report snapshots.
Schedule snapshots (project editors)
- Pick Daily, Weekly or Monthly in the list next to Schedule.
- Click Schedule. You see "Report schedule saved." and a line such as "Scheduled Weekly · next 12 Oct 2026".
On each due date SolaProjects captures a snapshot automatically using the filters you had when you saved the schedule. Scheduled snapshots are stored on the tab; they are not emailed. Saving again replaces the schedule.
Users without edit rights see "Project managers can capture snapshots and manage schedules." and the two buttons are disabled. If an action fails, the card shows the error, or "Report action failed."
Guest status report
Click Guest status in the header to open the Guest status report page: "Only guest-visible project information appears here." It shows the project, customer and generation time, then Progress, Completed this period, Upcoming work, Visible blockers, Next steps and Visible docs. Use Print view or Print page for a printable copy, and Back to reports to return.
Use this page to check what a client will see before you send a guest link. Creating and managing guest links is covered in Guest shares.
Worked examples
Example 1 — Check your own workload (everyday)
Sara Khan opens Reports on Al Noor Showroom Fit-out (ALN-FIT), sets Assignee to herself and Status to In progress. Workload by member shows her row at Capacity 92% (amber) with 2 overdue tasks; Risks & overdue lists them. She moves one due date and clicks Reset.
Example 2 — Weekly status pack (full scenario)
Omar Haddad manages the "Dubai Main showroom fit-out" project for Al Noor Trading LLC.
- On Thursday he opens Reports, sets From 1 Oct 2026 and To 7 Oct 2026, and leaves Assignee on All assignees.
- Project status shows 62% complete, health At risk, 3 overdue tasks. Recommended actions suggests clearing the overdue joinery tasks.
- Workload by member shows Sara with an Overloaded badge at 115% capacity, while Assignment suggestions proposes another installer for two unassigned tasks.
- Revenue and profitability shows Revenue AED 210,000, Cost AED 164,000, Profit AED 46,000, Margin 21.9%, with AED 60,000 outstanding.
- He saves the filter as "Weekly delivery view", clicks Capture snapshot, then sets Weekly and Schedule so a snapshot is taken every week.
- He downloads PDF for the internal meeting and opens Guest status to check what the client will see before sending the guest link.
Who can do what
| Action | Who |
|---|---|
| Open Reports, filter, export PDF/Excel/CSV, open the guest status report | Anyone who can view the project. |
| Save private views and custom reports, delete own views | Anyone who can view the project. |
| Print (Project Status Report) | Project editors. |
| Capture snapshots, schedule snapshots, delete anyone's view | Project editors: organization Owners, Projects Administrators, and Projects Managers who are a manager on the project. |
| See Revenue and profitability and Billable time | Users allowed to see project finance, when the project has a SolaCount finance connection. |
How it connects
| Where | Link |
|---|---|
| Tasks | Status, priority, type, assignee, due dates and blockers drive every task card and health. |
| Time tracking | Logged time feeds time cards, utilization and estimate vs actual. |
| Planning / Timeline | Planning summary, sprint allocation and velocity. |
| Budget and finance | Revenue, cost, profit, budget vs actual from SolaCount. |
| Project groups | Portfolio report rollup. |
| Guest share links | Guest status report and preview. |
| AI | Reads report summaries as context. |
Tips and common problems
| Problem | Cause | Fix |
|---|---|---|
| No Revenue and profitability card. | No SolaCount connection for the project, or your role cannot see finance. | See Budget and finance; ask an owner for finance access. |
| Financial report summaries are not available for this user. | Finance connected but your role can't read summaries. | Ask an owner/administrator. |
| Print gives an access error. | Print needs edit rights. | Use PDF. |
| Empty charts. | New project, or filters exclude everything. | Click Reset. |
| Capture snapshot / Schedule greyed out. | You are not a project editor (Project managers can capture snapshots and manage schedules.). | Ask a project Manager. |
| Save view greyed out. | View name is empty. | Type a name. |
| Save custom report greyed out. | No name or no metric ticked. | Fill both. |
| Report action failed. | The save was refused or failed. | Reload and retry. |
| Guest preview missing tasks. | Only guest-visible tasks/documents appear. | Mark them guest-visible. |
| Status not confirmed while saving. | Connection dropped. | Click Check current status before retrying. |