Click on the Reports tab in the navigation menu at the top of the screen.
Next, click on the ‘Project Management Reports' folder to see a list of all available reports.
To run a report, simply click on the View button.
You can select from the following report filters:
- Project(s) (based on your permissions) - select one or multiple projects
- RAG Statuses - select one or multiple RAG statues
- Open or Closed - select from open, closed, not set or multiple.
Finally, click on View Report in the top right to generate a new version.
Your report can be downloaded in a number of different formats. Click on the ‘disk’ icon and select from the list. The report will automatically download.
Please note, Microsoft does not currently support the exporting or printing of data via a Teams App. Please use Verto through your web browser when these features are required.
Top Tips
- You can select different filter options and run the same report multiple times.
- You can set-up a report subscription and have your preferred report delivered straight into your inbox.
- Click here to download some example project management reports.
- Remember, you can also export data from your individual projects using the Project Table export option.