Status Reports — Planning & Tracking — Workspace
Generate periodic project health reports with auto-captured metrics
Overview
Status Reports provide a structured way to summarize project health on a
weekly or monthly basis. Each report includes a health indicator
(green / yellow / red), an executive summary, key accomplishments, and
upcoming priorities. The system automatically captures snapshots
of task counts, milestone progress, cost metrics, risk counts, and issue
summaries at the time of creation — giving you a historical record of
where the project stood at each reporting period.
Reports use a draft/published workflow to prevent premature distribution.
Status Report list with health badges (green, yellow, red)
Status Report list with health badges (green, yellow, red)
Creating a Report
Click Add on the Status Reports page and fill in:
Period Type — Weekly or Monthly.
Period Start and Period End — the dates this report covers.
Health Status — Green (on track), Yellow (at risk), or Red (off track).
Executive Summary — a high-level overview of the reporting period.
Key Accomplishments — what was achieved during this period.
Upcoming Priorities — what the team will focus on next.
On creation, the five data snapshots are auto-populated from live proj…