---
title: Create, Edit, and View Project Reports
description: This section explains how to use Project Reports.
---

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# Create, Edit, and View Project Reports

## This guide explains how to create, edit, and view Project Reports.

### **Create a Project Report**

1. Click **\[Documents\]** on the side menu.
2. Click **\[Add new\]** \> **\[Add Project Report\]**.  
   ![](https://help.proever.com/hs-fs/hubfs/image-png-Jan-22-2026-07-52-11-6393-AM.png?width=639&height=299&name=image-png-Jan-22-2026-07-52-11-6393-AM.png)
3. The detail screen will appear. Fill in the subject, details, and the content for the Information Area
4. Click \[**Create Report**\] and customize the necessary items to create your report.  
   ![](https://help.proever.com/hs-fs/hubfs/image-png-Jan-22-2026-07-52-46-5320-AM.png?width=636&height=426&name=image-png-Jan-22-2026-07-52-46-5320-AM.png)  
     1. The process for customizing items is the same as for the Dashboard.   
        You can create reports using the same templates shared with your Dashboard.  
        Reference: [Create, Edit, Duplicate, or Delete Dashboard Templates](https://help.proever.com/en/create-dashboard-en)
     2. The following items are available exclusively in **Project Reports**. (They will not be displayed on the **Dashboard**.)   
         You can preserve the health scores and aggregated data at the exact moment the snapshot is taken, allowing you to save the project status as of a specific date. 
        
            - **Applicable Items:** Program/Project List  
              ![](https://help.proever.com/hs-fs/hubfs/image-png-Jun-23-2026-07-38-51-8322-AM.png?width=670&height=165&name=image-png-Jun-23-2026-07-38-51-8322-AM.png)
5. Once you have finished customizing the items, click \[**Create Snapshot**\] to save the report with the current content.  
   ![](https://help.proever.com/hs-fs/hubfs/image-png-Jan-22-2026-07-53-07-6706-AM.png?width=539&height=457&name=image-png-Jan-22-2026-07-53-07-6706-AM.png)

 

The input fields are as follows:

| **Field Name** | **Description** |
| --- | --- |
| Main area |  |
| Subject | Enter the title of the project report. |
| Details | Enter the body of the project report. Rich text formatting is supported, and images can also be inserted. |
| Related Items | You can link relevant document data and ticket data. |
| Comments | You can enter comments |
| Change History | The history of changes to the project report  will be recorded. |
| Information Area |  |
| Category | Displays the document category |
| Status | Select one from “Draft,” “In Review,” or “Completed.” The status categories are “In Progress,” “In Progress,” and “Completed.” |
| Report Level | Select the appropriate level. |
| Report Destination | Select the user(s) to whom the report is addressed. Multiple selections are possible. |
| Team | Select the reporting team. For example, if it is a report from Team A, select “Team A.” |
| Report Date | The date on which this project report is used for reporting. When you create a project report, the creation date is automatically entered. You can change it to a different date as needed. This field is required and cannot be left blank. |
| Approver | Select the user who will approve the report content. |
| Creator | The user who created the project report  will be automatically entered. |
| Updated Date | The date and time the project report was last updated will be automatically recorded. |
| Created Date | The date and time the project report  was created will be automatically recorded. |

Users who are designated as the **Team**, **Recipients**, **Approvers**, **Watchers**, or **Creator** of a  Project report will receive an email notification when the corresponding report is updated.

 

### **Editing a Project Report**

1. Click **\[Artifact\]** in the side menu.
2. Select the project report you wish to edit from the list.
3. Click **\[Edit Report\]** to update the content.

Editing Constraints

- **Permissions:** Only the creator can edit the report.
- **Addable Items:** Static items (titles, rich text, images) can be added. However, dynamic items (such as graphs) cannot be added.
  
    - **Reason:** Because report data is fixed at the time the snapshot is created, the system cannot fetch new data to generate additional graphs.
- **Deletion:** Existing graph items cannot be deleted.
- **Saving:** Layout and text changes will be overwritten upon saving, but the snapshot data itself cannot be updated.

 

### **Duplicate a Project Report**

**There are three main ways to duplicate a Project Report:**

　　Note: When you duplicate a project report, the Report Date is automatically set to the   
　　　　　date of duplication. You can change it to the actual reporting date as needed. 

1. Duplicate by right-click on the Artifact list screen
2. Duplicate from the \[ellipsis\] displayed on the Artifact list screen
3. Duplicate by opening the applicable Project Report

**Duplicate from the Artifact list screen**

1. Click \[**Artifact**\] on the side menu.
2. **Hover over** the applicable Project Report and **right-click**.
3. Click \[**Duplicate Artifact**\].

![](https://help.proever.com/hs-fs/hubfs/image-png-Jul-16-2026-07-30-35-9565-AM.png?width=670&height=298&name=image-png-Jul-16-2026-07-30-35-9565-AM.png)

**Duplicate from the \[ellipsis\] displayed on the Artifact list screen**

1. Click \[**Artifact**\] on the side menu.
2. Click the \[**ellipsis**\] displayed to the right of the applicable Project Report.
3. Click \[**Duplicate Artifact**\].

![](https://help.proever.com/hs-fs/hubfs/image-png-Jul-16-2026-07-30-55-8888-AM.png?width=670&height=304&name=image-png-Jul-16-2026-07-30-55-8888-AM.png)

**Duplicate by opening the applicable Project Report**

1. Click \[**Artifact**\] on the side menu.
2. From the displayed list, click the Project Report you wish to duplicate.
3. Click the \[**ellipsis**\] on the right side of the screen.
4. Click \[**Duplicate Artifact**\].

![](https://help.proever.com/hs-fs/hubfs/image-png-Jul-16-2026-07-31-15-6714-AM.png?width=670&height=293&name=image-png-Jul-16-2026-07-31-15-6714-AM.png)

 

### **Viewing Project Reports**

In addition to the Documents List screen, created **Project Reports** can also be viewed from the **Master Schedule** and the **Dashboard**.

#### **Dashboard Access**

 To view the report, go to the project list at the top of the Dashboard and click **\[ ![](https://help.proever.com/hs-fs/hubfs/image-png-Nov-21-2025-07-54-29-6649-AM.png?width=25&height=29&name=image-png-Nov-21-2025-07-54-29-6649-AM.png)\] \> Project Report** . Note that the display location varies depending on the selected reporting level:

- **Program Level Selected:** Appears in the target program row.
- **Project Level Selected:** Appears in the target project row.
- **Team Level Selected:** Appears in the target team row.

![](https://help.proever.com/hs-fs/hubfs/image-png-Sep-18-2026-08-55-40-5238-AM.png?width=500&height=386&name=image-png-Sep-18-2026-08-55-40-5238-AM.png)

#### **Master Schedule Access**

To view the report, go to the Master Schedule and click  **\[ ![](https://help.proever.com/hs-fs/hubfs/image-png-Nov-21-2025-07-54-29-6649-AM.png?width=25&height=29&name=image-png-Nov-21-2025-07-54-29-6649-AM.png)\] \> Project Report. Note:** Team Level Project Reports cannot be viewed on the Master Schedule.

![](https://help.proever.com/hs-fs/hubfs/image-png-Sep-18-2026-08-56-00-1170-AM.png?width=500&height=276&name=image-png-Sep-18-2026-08-56-00-1170-AM.png)

### **Exporting Project Reports**

You can download Project Reports as a PDF from the report viewing screen. The downloaded file will be saved to your local device.

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