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Two different questions, two different answers: This page covers the second.

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The Projects report source

Go to Reports → new report and pick the Projects source.
Project performance summaries, including budgets, costs, profit margins, and health status.
One row per project, not one row per time entry. That is why it can answer budget and margin questions that a time-entry report cannot.
Budget, forecast and margin figures live on the Projects source. A report built on Time entries cannot compute them – it has no budget to compare against.

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Metrics

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Dimensions

Group and pivot by:

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Date basis

Projects can be dated three ways. Pick the one that matches your question.

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Numeric filters

Filter on Actual cost, Billable value, Budget, Forecast margin or Invoiced – for example “forecast margin under 30%” to surface every project worth a conversation.

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How to build a project report

1

Open Reports

Click Reports in the sidebar.
2

Start a new report and choose the Projects source

The metric and dimension lists change to match.
3

Pick your metrics

For a margin review: Budget, Actual cost, Billable value, Project profit, Forecast margin.
4

Group by a dimension

Client for an account view, Health for a triage view.
5

Set the date basis and range

Created, Start date or Due date.
6

Add filters

Narrow to a status, a client, or a numeric threshold.
7

Save it

Saved reports are reusable and shareable.
Full guides at /reports/build-a-report and /reports/report-sources.

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Reporting on time inside projects

For “who worked how many hours on what”, use the Time entries source instead, filtered by project or client. It carries member, project, client, billable, date and approval status.

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Rows you see

A report never shows you more than your role can reach. Rows are filtered by your supervision scope, so a project manager’s project report covers their projects, and an owner’s covers all of them. Cost, forecast cost, forecast margin and project profit are additionally stripped for anyone without time.viewCost or rate.viewCost – server side, before the numbers are sent.

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Example

Maya wants the Monday margin review for Northwind Studio.
  • Source: Projects
  • Metrics: Budget, Actual cost, Billable value, Project profit, Forecast margin
  • Group by: Client
  • Date basis: Created, this year
  • Filter: Status is Active
She adds a second view grouped by Health and filtered to forecast margin < 40%, so anything sliding shows up on one screen. She saves it as “Monday margin review” and schedules it to arrive by email every Monday at 08:00.

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Permissions

Contractors cannot build reports by default. See /reports/report-permissions.

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App and plan gating

The Reports app is on every plan – it has no plan feature of its own. What the plan tiers is the depth. Free is “record your work”. Pro is “resolve it” – which includes taking it out of the product as a file. See /concepts/plans-and-features.

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Common questions

Because a time entry has no budget. Budget, forecast and margin belong to the Projects source. Build a second report there.
Your supervision scope does not reach it, or it falls outside the date basis and range you chose. Try Created with a wider range.
Archiving keeps a project reportable. Trashed projects are hidden everywhere.
You lack cost visibility. The figures are removed before the report is sent.
Yes – use the Tasks source for estimate, tracked and remaining hours.
Share and schedule are internal features. Clients see their own view through the portal – see /portal/what-clients-can-see.

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Troubleshooting

Report sources

Every source and what it can answer.

Build a report

The step-by-step builder guide.

Metrics reference

What each metric means.

Project profitability

The same figures, one project at a time.

Schedule a report

Get it in your inbox.

Project visibility

Why rows are filtered.