Project Description in Reports
The project description can now be used in report data sources, both as an HTML version (DescriptionHTML) and as plain text (DescriptionText).
Help article: Reports
Reports
View All TagsThe project description can now be used in report data sources, both as an HTML version (DescriptionHTML) and as plain text (DescriptionText).
Help article: Reports
Two additional root data sources are now available for reports:
This allows you to create reports not only project-centered but also contact-centered. For example, you can see which tasks are assigned to a specific contact or which time entries a contact has recorded – regardless of the project they belong to.
Help article: Reports
Would you like to create a project-specific report? From now on, you no longer have to switch to the separate Reports section – you can conveniently do this right inside the project.
Using a new button located in the top right corner of the project, you can set up your report as usual. The step of selecting the project is no longer necessary – the report automatically refers to the current project.

Help article: Reports