Inspire Planner Reports

Inspire Planner comes with pre-built reports that make it easy for you to report on your Projects, Task Assignments, Resource Utilization and Time Entries. You will find Inspire Planner Reports in the Inspire Planner Reports Folder.

In Reports, navigate to All Folders. From here you should see Inspire Planner Reports.

Please note the following:

If you do not see the Inspire Planner Reports folder, please reach out to your Salesforce System Administrator and make sure you have been granted access.
You need an Inspire Planner license to view Inspire Planner Reports & Dashboards.
The records you see within the reports are dependent on the records you have access to. For example, if you do not have access to a Project, the Project will not display in the report.
If you need to make changes to an Inspire Planner Report, we recommend you clone it and then make changes to the clone. This preserves the integrity of the report in case it is being used by another user or referenced by a Dashboard.

Report Name	Report Type Used	Description
Assigned Tasks by Resource and Status	Resource Utilization	Summary of assigned tasks for all open Projects (where Project Status is not Cancelled or Completed) grouped by Resource and Task Status
Overdue Tasks Ordered by Days Overdue	Project Tasks with/without Salesforce Tasks	Contains all overdue tasks prioritized by total number of days overdue.
Overdue Tasks by Resource	Resource Utilization	Summary of overdue tasks grouped by resource.
Project - Current Status	Projects	Summarizes current status of individual Projects.
Project Budget Summary	Projects	Summary of Project budget performance - which Projects are on budget and which ones are over.
Project Effort Summary	Projects	Summary of project hours and effort utilization to-date.
Project Portfolio Summary	Projects	Summary of all Projects grouped by Project status.
Project Schedule Summary	Projects	Report showing which Projects are behind schedule and by how much.
Project Slippage Summary	Projects	Summary of which Projects are taking longer than planned.
Projects - Parent Task Summary	Projects with Project Tasks	List of active Projects (where Project Status is not Cancelled or Completed) with a summary of parent tasks.
Resource Allocation by Month	Tasks and Events	Summary of Hours (Planned and Actual) per assigned Resource per Month.
Resource Allocation by Project	Tasks and Events	Summary of Hours (Planned and Actual) per Resource per Project.
Time Tracking by Active Project	Project Time Tracking	Summary of all time entries for Project Tasks, grouped by active Project (where Project Status is not Cancelled or Completed).
Time Tracking by Resource This QTR	Project Time Tracking	Summary of all time entries grouped by Resource and by Proejct, for the current quarter.
Time Tracking by Resource This MONTH	project Time Tracking	Summary of all time entries grouped by Resource and by Project, for the current Month.
Time Tracking by Resource This WEEK	Project Time Tracking	Summary of all time entries grouped by Resource and by Project, for the current week.
Unassigned Project Tasks by Project	Project Tasks with/without Salesforce Tasks	Contains all unassigned Project Tasks for open Projects (where Project Status is not Cancelled or Completed), group by Project.
Upcoming Projects by Month	Projects	Summary of all Projects, grouped by Month based on Project Start Date.

Please note that the following reports have now been deprecated:

Overall Task Status
Overdue Task Summary
Overdue Tasks by Resource
Resource Allocation by Month
Resource Allocation by Project
Resource Allocation by Task Status

Related Article: Inspire Planner Custom Report Types

Inspire Planner Reports

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