How to Use a Project Management Reporting Tool

Monitor project health & make data-driven decisions
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  • Get more visibility into your projects
  • Apply filters & choose specific data to display
  • Customize reports as per requirements
  • Export project data in CSV format
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How to Create a Project Report

A step-by-step guide on how to generate insightful project reports
  • Step 1: Gather Relevant Project Data

    Collect tasks, milestones, time logs, and resource usage data to ensure comprehensive project insights.

  • Step 2: Evaluate Performance Metrics

    Analyze KPIs such as task completion rates, budget adherence, and team productivity to assess project health.

  • Step 3: Create Customized Reports

    Choose how to customize reports with certain functional and design elements like Gantt charts, pie charts, and bar graphs.

  • Step 4: Export Data for Further Analysis

    Click on the ‘Export to CSV’ button to export report data to external tools.

Step 1: Gather Relevant Project Data arrow

Collect tasks, milestones, time logs, and resource usage data to ensure comprehensive project insights.

Gather Relevant Project Data
Step 2: Evaluate Performance Metrics arrow

Analyze KPIs such as task completion rates, budget adherence, and team productivity to assess project health.

Evaluate Performance Metrics
Step 3: Create Customized Reports arrow

Choose how to customize reports with certain functional and design elements like Gantt charts, pie charts, and bar graphs

Create Customized Reports
Step 4: Export Data for Further Analysis arrow

Click on the ‘Export to CSV’ button to export report data to external tools.

Export Data for Further Analysis

What Are the Different Types of Project Reports?

Generate diverse project reports to assess team productivity & efficiency
Project & Task Summary arrow

Summarize project scope and task achievements with a 360° overview – highlighting milestones and individual task completion rates.

Project & Task Summary
Profitability Reports arrow

Compare estimated costs to actual expenditures to gauge overall profitability and ROI.

Profitability Reports
Timeline Reports arrow

Visualize project phases with Gantt charts and track progress against set deadlines to stay on schedule.

Timeline Reports
Track & Clock Time on Each Task arrow

Review detailed timesheets and logged hours to assess resource allocation and optimize time management.

Track & Clock Time on Each Task
Feedback & Comment Reports arrow

Analyze project comments and feedback to understand communication patterns and foster better team collaboration.

Feedback & Comment Reports
  • Project & Task Summary

    Summarize project scope and task achievements with a 360° overview – highlighting milestones and individual task completion rates.

  • Profitability Reports

    Compare estimated costs to actual expenditures to gauge overall profitability and ROI.

  • Timeline Reports

    Visualize project phases with Gantt charts and track progress against set deadlines to stay on schedule.

  • Track & Clock Time on Each Task

    Review detailed timesheets and logged hours to assess resource allocation and optimize time management.

  • Feedback & Comment Reports

    Analyze project comments and feedback to understand communication patterns and foster better team collaboration.

How to Detect Project Delays Early On

Learn how to find potential roadblocks & troubleshoot them
  • Set Clear Milestones

    Define specific, achievable milestones with deadlines to track progress and identify delays early.

  • Visualize Task Dependencies

    Utilize Gantt charts to anticipate and address potential delays caused by cascading dependencies.

  • Review Time Logs

    Analyze time logs to identify tasks exceeding allocated timeframes and pinpoint areas where resources might be bottlenecked.

  • Configure Alerts for Deadlines

    Set up automated alerts for approaching deadlines to notify everyone and mitigate delays.

Struggling With Missed Deadlines?

Deliver on time & within budget with ProProfs Project

How to Customize Project Reports

Step 1: Select Report Type arrow

Select the specific report you want to generate (e.g., Project Summary, Time Tracking) based on your needs.

Step 2: Open Filter Options arrow

Open the filter options and define parameters like -

- Set Date Range

- Filter by Project

- Choose Team Members

- Select Task Status

Step 3: Apply Custom Fields arrow

Incorporate custom fields based on additional project-specific data points for even deeper customization.

Step 4: Arrange Columns & Save Custom View arrow

Rearrange report columns to prioritize the information you need most and save your custom view for future reference.

  • Step 1: Select Report Type

    Select the specific report you want to generate (e.g., Project Summary, Time Tracking) based on your needs.

  • Step 2: Open Filter Options

    Open the filter options and define parameters like -

    - Set Date Range

    - Filter by Project

    - Choose Team Members

    - Select Task Status

  • Step 3: Apply Custom Fields

    Incorporate custom fields based on additional project-specific data points for even deeper customization.

  • Step 4: Arrange Columns & Save Custom View

    Rearrange report columns to prioritize the information you need most and save your custom view for future reference.

What Are the Benefits of Generating Project Reports?

Improve Decision-Making

Make informed decisions and optimize project outcomes with data-driven insights from project reports.

Increase Project Transparency

Share clear, up-to-date project status and progress reports with stakeholders, keeping everyone informed.

Identify Risks Early On

Detect potential issues and risks early by regularly analyzing project data and performance metrics.

Enhance Resource Management

Optimize resource allocation/utilization by tracking resource performance and identifying inefficiencies.

Measure Team Performance

Evaluate team productivity and efficiency with detailed reports on task completion and time management.

Top Features You Need to Manage Projects Efficiently

Resource Management

 Optimize resource allocation and manage team workloads efficiently.

Project Progress Views

Visualize project status with Gantt charts, Kanban boards, calendar, and list views.

Task Management

Efficiently create, assign, prioritize, and track tasks to ensure timely completion.

Time Tracking

Log billable hours and manage timesheets for accurate time tracking.

Portfolio Management

Manage multiple projects from a centralized dashboard.

Automation

Set up triggers and use add-ons to automate billing and invoicing, estimates, etc.

Free Templates

Utilize customizable templates for project scheduling, event planning, and sales planning.

Team Collaboration

 Set up teams, invite guests, tag users with @mentions, share files, etc.

Data Security

 Ensure your project and client data are safe with definite encryption methods.

Join Our Thriving Community

  • Improved communication & reports
    We immediately saw an increase in the number of progress reports on activities. Our main partners had up-to-date information and motivated them to learn more about specific project issues.
    María Franco Avalos,
    María Franco Avalos,

    Geographical Information Systems Specialist, United Nations Development Program

  • Reduced invoice-generation time
    ProProfs project management system reduced my invoicing time from 1.5 hours to just about 25 minutes. It’s super easy to manage projects, tasks, deadlines, clients - in a single place. Real money and time saver!
    Stacey Berlin,
    Stacey Berlin,

    TCR Marketing

  • Seamless project scheduling
    I absolutely live by ProProfs Project. Its user interface is simple and I like being able to schedule my projects like I do it on a regular digital calendar. I love the fact that human support is just a call away whenever I want help.
    Josh Latham
    Josh Latham

    Pxlvue Creative Imaging

ProProfs is a Recognized Leader in Project Management

Press & Ratings

ProProfs Project Software Capeterra Review
ProProfs Project Software FinancesOnline Review
ProProfs Project Software G2Crowd Review
ProProfs Project Software GetApp Review
ProProfs Project Software SaasGenius Review

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