Once you have assigned tags to projects. You can now easily create a summary report to view the progress of your projects. To do this, follow the steps below:

1 . Click the Report tab and click ‘Add Report’

2 . A popup window appears. Fill in the details for your summary report. Enter the date range for the summary report. You can enter a number of days or select a start and end date for the report.

3.  Select the tags for the report. For this example, we will create a summary report on projects tagged South America and North America

4 . Add the name of the report and a summary description.

5 . Click ‘Submit’ to save your progress. The page will refresh and show the newly created report.

Did this answer your question?