Example reports

All of the reports that you create are specific to your account and your requirements. However, you can use the following sample sets of queries to start building the reports that you need.

Late items

Purpose This report lists all late tasks, approvals, and todos so you can see which projects are behind schedule.
Report Type Project Summary report
Report Format
  • Include
  • Group
  • Sort
 Select the following options:
  • Project Title, Schedule: Late Task Count, Late Approval Count, Late Todo Count
  • No grouping
  • Project Title
Report Filters None.

Project status

Purpose This report shows all projects that are active, pending, and complete (but not archived) projects.
Report Type Project Summary report
Report Format
  • Include
  • Group
  • Sort
 Select the following options:
  • Project Title, status, summary information, start, and end date, client/company
  • Status, such as pending, active, completed, canceled, on hold
  • Project title (or start date)
Report Filters Filters can be used only for active projects.

Budget item grouped by PO #

Purpose This report can be used to pull information that is related to budgeted or committed expenses grouped by PO number.
Report Type Project Budget Details report
Report Format
  • Include
  • Group
  • Sort
 Select the following options:
  • Campaign, Campaign Allocation amount, Project Title, Budget Notes, Company, Item, Category, Subcategory, Budgeted expense, PO Number, Actual Expense
  • PO Number
  • Campaign
Report Filters None.

Actual expenses grouped by campaign

Purpose This report can show all actual expenses that are paid for each campaign. This report can be run by project or by category or subcategory.
Report Type Actual Expense report
Report Format
  • Include
  • Group
  • Sort
 Select the following options:
  • Campaign, Campaign Allocation, Project Title, Budget Notes, Item, Cat, and Sub Cat, Budgeted Expense, Committed Expense, PO number, Description, Actual Expense, Vendor, Invoice Number, Invoice Date
  • Campaign
  • Category
Report Filters None.

Libraries

Purpose This report shows system and project libraries.
Report Type Library report
Report Format
  • Include
  • Group
  • Sort
 Select the following options:
  • Title, Job number, Group, Status, Company
  • No grouping
  • Title
Report Filters None.

Open tasks sorted by assignee

Purpose This report shows open tasks that are sorted by assignee. You can use a filter to run the report for a specific person or group of people.
Report Type Project Schedule Details report
Report Format
  • Include
  • Group
  • Sort
 Select the following options:
  • Project Title, Job #, Schedule, Task, Assignee, task status, progress, Start, and Due dates
  • Assignee
  • Start date
Report Filters 0 - 99 on progress filter

Run a report on the time spent on a project

Purpose This report shows all time that is spent on projects, by grouped by project. Any user can run this report to show information on projects that they have access to.
Report Type Project Time Details report
Report Format
  • Include
  • Group
  • Sort
 Select the following options:
  • Project Title, Job Number, Schedule, Assignee, Task, Work Date, Time Entered, Entered by
  • Project
  • Work date
Report Filters None.

Time details filtered by designer for the creative team

Purpose This report shows how much time each designer spent on each project and task for a specified time period. Because the Time Details Report includes billing and cost rates, it can be generated only by a system administrator.
Report Type Time Details report
Report Format
  • Include
  • Group
  • Sort
 Select the following options:
  • Project Title, Job #, Client/Company name, assignee, work date, time entered, entered by
  • Entered by
  • Work Date: You can use the Work Date filter to drill into specific date ranges (for example, by week or month)
Report Filters Filter on the Entered by field for just the designers.

Approvals and responses

Purpose This report creates a list of the approval requests and responses in your account.
Report Type Approvals report
Report Format
  • Include
  • Group
  • Sort
 Select the following options:
  • Project, Parent, Approval, Status, Due Date, Version, Version create date, Approval creator, Approver, Response, Response Date
  • Project
  • Version, then by Status
Report Filters Filter by Due Date within the last 90 days.