How do I create a report that lists custom fields on projects?

Problem

You have a jobs report that pulls in custom fields on jobs, but now you use projects and want to see custom fields on projects instead. The Jobs report you created doesn't display this information because the custom fields you want are attached to the Project Record, not the Job Record. The Jobs report template pulls information from the Jobs Record, whereas the Project Job Costing template uses the Project Record.  

Solution

Workflow Summary

Use Project Job Costing template to create reports with project custom fields. This replaces job-based tracker reports for project data.

Create a Projects report

1. Go to Reports in the main navigation menu.

2. Click Create Report.

3. Under Choose report type, select All.

4. Under Select a report template, select Project Job Costing.
   

5. In the Columns to be displayed in the report section, make sure to add the custom fields you need tracked under the Custom Fields section.
   

6. Add or remove additional columns from your report, then click Next.

7. Give the report a name, select the category where the report displays on the main Reports screen, and provide an optional description for the report.

8. When you're finished, click Save.

9. When the report you created opens, use the filters to narrow down your results, and click Run Report. The custom fields you added to your report will be displayed in individual columns in the report results.