Before you create a report
Reports return information related to the projects or tasks that meet the criteria you specify in filters, summaries, and column sets. Project reports return results based on single-value categories and summarized data tables, while task reports return results based on individual rows within project task tables. Therefore, before you create a report, think about the information you want to access. For example, if you want to see how many projects are in progress at each location, average project duration, or estimated hard savings, then create a project report. Conversely, if you want to see open tasks at each location, tasks assigned by belt level, or high priority tasks that are unassigned, create a task report.
Create a private report
A private report 
can only be viewed and edited by the user who
created it.
- In the web app, select Dashboard, then choose .
-
Choose one of the following options.
Projects- Creates a report based on projects.
Tasks- Creates a report based on tasks. When you choose this option, only projects that have tasks are included in the report.
- Select Create.
- When the report opens in edit mode, complete any of the following tasks. For more information, go to What is edit mode?.
- Select Save to save your changes and close edit mode.
Create a public report (data architects only)
Anyone can view a public report 
, but only data architects can create and edit a public report.
When there is not an active sandbox
As a data architect, you can create or edit public reports from the dashboard on the live site, but only when a sandbox is not active. Use this method when you want to create a simple report or make a small edit because your changes are applied to live the site immediately after you exit edit mode.
- In the web app, select Dashboard, then choose .
-
Choose one of the following options.
-
Projects
- Creates a report based on projects.
-
Tasks
- Creates a report based on tasks. When you choose this option, only projects that have tasks are included in the report.
- Select Create.
- When the report opens in edit mode, complete any of the following tasks. For more information, go to What is edit mode?.
- Select Make Public.
- Select Save to save your changes, close edit mode, and apply the changes to the live site.
When there is an active sandbox
As a data architect, you can create or edit public reports from the dashboard in the sandbox. Use this method when you want to create multiple or complex reports or make big changes because you can test the reports before you make them available to all users on the live site.
- In the web app, select Design. If a sandbox is not available, then create one.
- In the sandbox, select then choose .
-
Choose one of the following options.
-
Projects
- Creates a report based on projects.
-
Tasks
- Creates a report based on tasks. When you choose this option, only projects that have tasks are included in the report.
- Select Create.
- When the report opens in edit mode, complete any of the following tasks. For more information, go to What is edit mode?.
- Select Save to save your changes and close edit mode.
- Review your changes in the sandbox.
- When you are satisfied with your changes, select Publish Changes to apply the changes to the live site.
