Reports on project tasks and notes
SECURITY Refer to Required Permission for each report
NAVIGATION Refer to Path for each report. Note that LiveReports may be published to any report category or multiple report categories, or may not be published at all in your Autotask instance. To publish a LiveReport, refer to Publishing LiveReports.
Standard reports
My Project Notes
| Required Permission | All users can see their own notes; users with object permissions to view all notes will see other users' notes. |
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| Path |  > Home > Reports > My Project Notes |
| Description | Project notes entered by the logged in user, for the selected date range and note type. |
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Overdue tasks
| Required Permission | Security level with access to Reports > Projects category and View Projects permission |
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| Path |
> Reports > Report Categories > Projects > Tasks section Projects Dashboard > My Projects Summary > Overdue Tasks |
| Description | Tasks across projects you have permission to view, that are overdue or at risk of becoming overdue. You can modify which columns display on the report. |
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Task metrics by resource
| Required Permission | Security level with access to Reports > Projects category and View Projects permission |
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| Path |
> Reports > Report Categories > Projects > Tasks section |
| Description | Compares individual resources' performance against estimates at the task level. |
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Task metrics by work type
| Required Permission | Security level with access to Reports > Projects category and View Projects permission |
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| Path |
> Reports > Report Categories > Projects > Tasks section |
| Description | Compares performance against estimates at the work type level for a specified date range. |
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LiveReports
Pending and overdue project tasks
| Required Permission | Security level with access to Reports > Executive category (assigned to default System Administrator and Manager security levels) Can be published to additional security levels, departments, or resources. |
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| Path |
Or LiveReports section on "published to" category tab |
| Description | Project tasks that are pending and overdue. |
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Tasks by project
| Required Permission | Administrator or Manager security level. May be published to other security levels, departments, or resources. |
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| Path | > Reports > Projects tab > LiveReports |
| Description | This report shows tasks grouped by organization and project name. |
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Tasks by resource
| Required Permission | Administrator or Manager security level. May be published to other security levels, departments, or resources. |
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| Path | > Reports > Projects tab > LiveReports > Reports > Resources tab > LiveReports |
| Description | Report used to show tasks by both primary and secondary resources. |
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