Select what information to be displayed in this report. The options are collapsed by default.

Checkmark indicates all options are selected in this category or subcategory
"-" indicates some options are selected in this category
An empty box indicates that no option is selected in this category or subcategory.

Add and Remove Columns

Click on the black arrow next to the category name to view all options available.
To select all options in the same category, click on the checkbox next to the category name.
To deselect, untick the checkbox.
Click Apply to add them to your report.

To learn more about metric definitions, visit our Metrics Glossary.

Reorder and Freeze Columns

Columns can be re-ordered:

Within the same category
Categories of Columns can be moved before or after the adjacent category

To freeze a column, drag the column to the first column, so you can scroll to the right easily and compare.

In a report with Period as the time period setting, you will have to reorder the column orders for each period.

Sort by Columns

By default, the rows are sorted by the alphabetical order of the Project Name, Person Name or the Grouping Name.
Click on the column header to sort the columns in ascending or descending order

You cannot freely rearrange the order of the rows.
You cannot save the sorting order in a custom report.

Filter by Columns (Metrics Only)

Filter the rows based on the metrics in columns
Hover over a column header and click on the filter icon
Select the type of filter you would like for the metric (e.g. less than, greater than, between)
Enter the value and click apply
To remove a filter, click Clear

Datapoints available in Columns

The following data points are available in project reports and people reports. Note that some metrics are only available in either project reports or people reports.

Project Reports

Category Name	Columns
Project	Project ID Client Project state Project status Pricing model Budget method Project role Primary team Start date End date Project tags Project external references
Project custom fields	(defined by your organization)
Person	Person ID Email Team Person state Skills Resourcing requests Person tags Person type Person external references
Person custom fields	(defined by your organization)
Person contract information	Employment type Default role Start date of contract End date of contract Job title
Financials	Budget Project budget ($) Project budget remaining ($) Phase/Role Budget ($) Phase/Role Budget remaining ($) Phase/Role Budget (h) Phase/Role Budget remaining (h) Costs & profit T&M benchmark ($) Project revenue ($) Project profit ($) Project costs ($) Project margin (%)
Effort	Total Total Actual Total Scheduled total Difference Billable Billable Actual billable Scheduled billable Non-billable Non-billable Actual non-billable Scheduled non-billable

People Reports

Category Name	Columns
Person	Person ID Email Team Person state Skills Resourcing requests Person tags Person type Person external references
Person custom fields	(defined by your organization)
Person contract information	Employment type Default role Start date of contract End date of contract Job title
Project	Project role Project ID Client Project State Project status Pricing model Primary team Start date End date Project tags Project external references
Project custom fields	(defined by your organization)
Financials	Revenue ($) Project costs ($) Business cost ($)
Effort	Total Total Actual Total Scheduled total Difference Billable Billable Actual billable Scheduled billable Non-billable Non-billable Actual non-billable Scheduled non-billable
Utilization	Total utilization Billable utilization Non-billable utilization
Capacity	Contract capacity Effective capacity Time off Overtime Remaining availability
Timesheets	Completed timesheet

Reports: Columns