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Reports
Generate reports from your projects’ data — standard or custom — read them here and download them as PDF, Excel or CSV.
What changed in Reports recently
Improved · Release 1.92 · 29 October 2026
Reports: the summary, the chapters and the Excel and CSV files read one snapshot of the decisions — the developer’s included, so a project with only developer decisions no longer reports 0 at stake. A report read from one side says so; one for the whole project lists each side’s decisions apart, with each side’s money.
New · Release 1.75 · 27 October 2026
Share on a generated report: choose the people on its projects who should read it — the client’s representative for the monthly report — and they find it in their Reports, marked with who shared it, and can open and download it. They read all of it, chapters their own screens do not show included, so it is your choice, person by person.
New · Release 1.75 · 27 October 2026
Only people whose access covers every project in the report and who open Reports are offered, by name and role; the person it was shared with cannot delete it or share it on; each share and withdrawal is on the action trail and the person is told. Withdraw it and it is gone from their Reports.

