Reporting
Transform project data into strategic insights – in real-time and at the click of a button.
Intelligent reporting for data-driven decisions
Visualize project progress and KPIs in real-time
Hierarchical Reports
Container and project-specific reporting with automatic information flow across all organizational levels.
Visual Status System
Integrated traffic light system with color-coded status indicators for immediate project transparency and risk detection.
Automated Workflows
Configurable reporting intervals with automatic reminders for timely and consistent reporting.
Automated Report Creation
Efficient reports without manual effort
Create automated reports with configurable intervals, multi-level approval processes, and intelligent data integration from all project levels.
Configurable Intervals
Flexible reporting cycles (daily, weekly, monthly) with automatic reminders
Multi-level Approval
Container managers create, project leaders review and integrate reports
Intelligent Notifications
Automatic reminders and escalation for late report submissions
Visual Data Analysis & AI Insights
Data-driven decision support
Use interactive dashboards with traffic light system, automatic risk calculation in monetary values and AI-powered trend analysis for strategic decisions.
Traffic Light System
Green (on track), Yellow (warning), Red (critical) for immediate status overview
Monetary Risk Assessment
Automatic calculation of risk probabilities and financial impacts
Interactive Dashboards
Configurable widgets with drill-down functionality and real-time updates
Comprehensive Reporting Features
All tools for professional project reporting in one integrated platform
Multi-Format Reports
Flexible report creation in various formats for different stakeholder needs
- PDF, Excel, PowerPoint Export
- Web-based Live Dashboards
- Mobile-optimized Views
Intelligent Filtering
Advanced filter functions for targeted reports by projects, teams or time periods
- Multi-criteria Filtering
- Saved Filter Templates
- Personalized Views
Customizable Templates
Pre-built and customizable report templates for different project types and industries
- Industry-specific Templates
- Custom Report Builder
- Template Library
Automated Distribution
Automatic distribution of reports to defined recipient groups at scheduled times
- Scheduled Report Delivery
- Stakeholder-specific Content
- Email & Portal Integration
Your Path to Intelligent Reporting
Follow our proven 6-step process for professional project reporting
Define Report Framework
Determine report types, recipients and intervals for your reporting strategy
- Define KPIs and metrics
- Define stakeholder groups
- Determine report frequencies
Configure Templates
Create customizable templates for different stakeholders and project types
- Customize standard templates
- Create industry-specific templates
- Define approval workflows
Set up Automation
Configure automatic data collection and report generation
- Program reporting intervals
- Activate automatic notifications
- Define escalation processes
Create Dashboards
Develop interactive dashboards with relevant KPIs and visualizations
- Design widget layout
- Configure traffic light system
- Set up drill-down navigation
Implement Workflows
Establish approval processes and distribution workflows
- Define approval chains
- Integrate quality checks
- Build in feedback mechanisms
Continuously Optimize
Use AI insights for continuous improvement of your reporting system
- Analyze report performance
- Include user feedback
- Implement AI optimizations
Frequently Asked Questions
Everything you need to know about WORKSPACE.PM Reporting
Containers have a reporting feature where reports can be created. Reports can be marked as 'Final' and are no longer editable after finalization. Only then is the report communicated to the project manager and visible in project reporting.
Container reports include information on general status, schedule compliance, cost compliance and effort via free text. Additionally, there are fields for decision requirements and next steps. A traffic light system status can be specified for the status of schedule, costs and performance.
The traffic light system uses red for problems, yellow for warnings and green for no problems. This color coding is used for the areas of schedule, costs and performance at both container and project level.
Project managers can communicate reports to the PMO. A report consists of project progress in percent as well as risk level (Low, Medium, High, Critical) for schedule, costs and performance. Activated KPIs can be updated at reporting time.
Yes, reports can be subject to a reporting cycle in which reports are actively requested. This setting can be configured per project. The dashboard shows when a report needs to be created for containers or projects.