Reports
Breakdowns and financials for the projects you can see.
The Reports page turns your projects into breakdowns and totals. It's reached from the Organization zone in the sidebar.
What Reports Counts
The rule is simple: your Reports page counts exactly the projects your Projects page lists. For a team member, that's your own group plus anything you've been added to. For a manager, it's your managed groups. For executives, owners, and admins, it's the whole organization. Reports and Projects always describe the same world — if a project shows up on one, it's counted on the other.
Everyone gets the full set of breakdowns over their own scope — status, type, level, and group. Team members see all of them too; the breakdowns just cover their projects, not the company's.
Financial Summary
Three cards across the top showing the financial picture for the projects in your scope. The figures are visible to managers, executives, and admins:
| Card | Color | What it shows |
|---|---|---|
| Total Benefits | Green | Sum of all benefits across the projects in your scope |
| Total Costs | Red | Sum of all costs across the projects in your scope |
| Net Impact | Green or Red | Benefits minus Costs |
Projects by Status
Shows how many projects are in each status (Idea, Active, Completed, Archived) as cards with visual progress bars. Each status card shows:
- A color-coded status badge
- The number of projects
- Financial totals for that status (Benefits and Costs) when applicable — shown for Active and Completed projects
- A chevron you can click to expand and see the actual list of projects in that status
Archived projects get their own labelled row here, money included. That row is the only place archived money appears on the page — every other figure, from the Financial Summary down, excludes it. See Archived Projects on the Dashboard page for the same rule there.
Projects by Type
Shows projects grouped by their Lean Six Sigma methodology type:
- Lean
- Kaizen Event
- Lean Six Sigma
- Plan Do Check Act
- A3 Problem Solving
- Just Do It
- Unspecified (no type set)
Each type shows a count and a progress bar. Click the chevron to expand and see the projects.
Projects by Level
Shows projects grouped by their belt/certification level:
- Black Belt
- Green Belt
- Yellow Belt
- White Belt
- Master Black Belt
- Lean Leader
- Lean Expert
- Champion
- Executive
- To Be Determined
- Unspecified
Each level shows a count and a progress bar. Click the chevron to expand and see the projects.
Projects by Group
Shows projects grouped by their assigned group. Each group shows a count and a progress bar. Click the chevron to expand and see the projects. Only groups that have projects are shown.
Projects by Category
Projects by Category sits with the other breakdowns as a card — your projects grouped by project category, with Uncategorized as its own row so nothing drops out of the totals.
Opening the card takes you to the full category report, which has drill-downs the inline breakdowns don't — one row per category with its project count, idea count, and money, and each row opens into the projects behind the number. In a COPQ-based organization the money columns are Total COPQ and Total costs; full-accounting organizations also get Hard savings, Soft savings, and Net hard savings. You can also reach the full report from the By category → link on the Program view.
Drill-Down Project Lists
In all report sections, clicking the chevron (arrow) next to any category expands an inline list of the projects in that category. Each project in the list shows its name (as a clickable link), status badge, and group name. Click the chevron again to collapse the list.
Last updated August 14, 2026 by Scot.