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How Can I Report on My Projects?

Updated
 

Subscription Required: This feature is available on select subscription plans only. Contact our Customer Success Team to learn more, or reach out to our Support Team with any questions.

The Project Report page is organized into two sections:

  • Key Metrics: Six metric cards that provide an at-a-glance view of project health and performance.
  • Data Visualizations: Charts that break down project outcomes, completion times, win rates, and automation metrics to help understand project performance.

Accessing the Projects Report

 

Permissions Required: Reporting Level 1 (Full Access) permissions are required to access the Projects Report. Data available in the reports will vary based on specific Project permissions: How Are Reports Impacted by User Permissions?

  1. Click Reporting in the main navigation
  2. Select Projects

What Charts Are Available in the Projects Report?

The Projects Report offers several key metrics and visualizations to help you understand project performance, automation, and win rates. These include:

Project Report Volume TTC and Win Rate visualizations.png
  • Project Volume: Total number of Projects matching the applied filters
  • Time to Complete: Average number of days to complete a Project
  • Win Rate: % of closed Projects marked as Won
Projects Report Completion Stats.png
  • On-time Completion Rate: % of Projects completed on or before their due date
  • Active Projects Past Due Date: % of Active Projects that are currently overdue
  • Closed Incomplete Projects: % of closed Projects that were Stopped or Lost rather than Completed or Won
Screenshot 2026-Project status and time to complete.png
  • Project Status: Total Projects broken down by status (Completed, Active, Won, Lost, Stopped, Deleted)
  • Avg. Time to Complete by Project Type: Average number of days to complete a Project, broken down by Project Type (RFP, RFI, SQ, DDQ, PP, Other)
Project report win rate by Project Type.png
  • Win Rate by Project Type: % of closed Projects marked as Won, broken down by Project Type
Projects Report Answer Automation and Automation Rate by Project Type.png
  • Answer Automation: A visual summary of how much of your Project content is automated versus manually answered
  • Automation Rate by Project Type: % of content in a Project that was populated using an automation source, broken down by Project Type
Automation Source.png
  • Automation Source Breakdown: Total count of Project entries populated by each automation source (Automated Answers, Generative AI, Magic, Magic with edits, Library Search, Library Search with edits, Project Search, Project Search with edits)
Automation Source by Project Type.png
  • Automation Source Breakdown by Project Type: The same automation source breakdown, segmented by Project Type
     
Projects Report Screenshot.png

Switch to the Table & Export tab to view detailed project-level data for all projects matching the selected filters.

Projects Report Table & Export View.png

Filtering the Projects Report

Use the filter panel on the left to customize the report view and focus in on the information you need.

 

Tip: If your filters aren't visible, click the filter icon on the left to expand the filter panel.

Filter panel icon.png
  • Project Details
    • Project Owner
      • Filter by up to 10 Project Owners
    • Project Status (can select multiple)
      • All
      • Active
      • Complete
      • Won
      • Lost
      • Stopped
      • Deleted
    • Project Type (can select one)
      • RFP (Request for proposal)
      • RFI (Request for information)
      • SQ (Security questionnaire)
      • DDQ (Due diligence questionnaire)
      • PP (Proactive proposal)
      • Other
    • Date
      • Created Date
        • All time
        • This month
        • Last month
        • This quarter
        • This year
        • Custom Range (reveals Start Date and End Date picker)
      • Due Date
        • All time
        • This month
        • Last month
        • This quarter
        • This year
        • Custom Range (reveals Start Date and End Date picker)
      • Completion Date
        • All time
        • This month
        • Last month
        • This quarter
        • This year
        • Custom Range (reveals Start Date and End Date picker)
      • Custom Project Fields

How Do I Export a Projects Report?

  1. Click Reporting in the main navigation
  2. Select Projects
  3. Click the Table & Export tab
  4. Apply any desired filters
  5. Click Export

What Columns Are Included in the Table & Export View?

  • Project ID
  • Project Name
  • Company Name
  • Description
  • Project Type
  • Status
  • Creator
  • Project Owner
  • Created Date
  • Due Date
  • Completion Date
  • % Complete
  • Completion Time
    • days from Project creation to completion
  • Number of Entries to Review
  • Number of Entries Assigned
  • Number of Entries Completed
  • Number of Entries Overdue
  • Total Number of Entries
  • % Filled with Automated Answers
  • % Filled with Library Search
  • % Filled with Automated Answers
  • % Filled with Magic (Legacy)
  • % Filled with Generate with AI (AI Category)
  • % Total Filled by Library
    • % of Entries filled using your Library Entries
  • Answered with Automation
    • Number of Entries filled from any Automation source

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