Reports summarize status, workload, planning, time, and—when permitted—finance.
- Open a project and select Reports.
- Set From, To, Assignee, and Status filters.
- Review Project status, completion, workload, and attention cards.
- Review Revenue and profitability only if finance access is available.
- Use Saved reports and snapshots to save a view or schedule a capture where your plan allows it.
Health may be On track, At risk, Delayed, Blocked, or Completed. A project dashboard can also show empty cards for Profit or Website traffic because those data sources are not connected in the current production interface.
Related: Projects, Time tracking, SolaBooks.