Project Management Reports

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 in the right-hand column. 

You can select from a variety of filters (report dependent) including:

• Stages(s) (based on your lifecycle) - select one or more stages
• 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. 
• Key - select from yes, no, not set.
• Categories - report specific.
• Start/End Date - select a date from the calendar.

Once you have completed your filter selection, click on ‘View Report’ in the top right to generate a new report.

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.