Find or add a report
Last updated: July 17, 2026
Before you begin
Section titled “Before you begin”Sign in and open the project. Decide whether you need a report, work log, expenditure entry, or reminder.
Permission note
Section titled “Permission note”Creating a report or work log requires report-create permission. Creating an expense and creating a reminder each use their own project permissions.
- Open the project Reports tab.
- Select the relevant category, such as Reports, Work logs, or Reminders.
- Set the start and end dates when you need to narrow the results.
- Select the available add action to create a new entry, or open a listed record to review it.
Expected result
Section titled “Expected result”You can locate records for the selected date range or start the correct project-record form.
Troubleshooting
Section titled “Troubleshooting”If there are no records, widen the date range before assuming a report is missing. If an add action is absent, your project permissions may not permit that record type.