The Six Reports
What Progress, Issues, Inspection / QC, Schedule / Overdue, Materials and Project Summary each answer, and what they show.
Six reports, each answering a different question about the project. All six read live data and all six follow the same layout — headline figures, charts, then the records behind them.
Progress
Where does the programme stand?
A large completion percentage with a progress bar and a count of items complete, then Total items, In progress and Overdue. Charts: Status Breakdown, Completion Trend and Items by Type. The All Work Items table lists WBS code, title, type, status, assignee and progress, searchable by title.
Issues
What is still open, and how fast are we closing it?
Two headline cards — Open Deficiencies against the total, and a pair showing Closed and Avg Resolution: the average days from raising an issue to closing it. Editing a closed issue later does not change it. Charts: Priority Distribution, Status Breakdown and Open Items Over Time. The All Issues table adds Days Open, which shows a dash once an item is closed.
Inspection / QC
Is the work passing first time?
A Quality Pass Rate scorecard with the percentage and the number of completed inspections, then Total Inspections, Deficiencies and Pending. Charts: Pass / Fail by Collection and Inspection Trend. The All Inspections table shows the inspection, its collection, status, verdict, assignee, deficiency count and date.
Schedule / Overdue
What is late, and who is holding it?
Three traffic-light cards: On Track, At Risk (due within three days) and Overdue. Charts: Days Overdue Distribution, Overdue by Assignee and Overdue Items Over Time. The Overdue & At-Risk Items table lists both — WBS code, title, assignee, due date, Overdue / Due (days late, or "due in 2d" for an at-risk item), priority and status. The date range and filters narrow the cards, charts and table together.
Start the week here
Overdue by Assignee turns the programme into a conversation with named people rather than a list of dates. It is the quickest way to prepare a look-ahead meeting.
Materials
What has arrived, what is left, and what has it cost?
A figure row: Materials, Total Spend, Deliveries, Budget Util. and Low Stock, which turns red as soon as anything qualifies. Charts: Stock Utilization, Budget vs Delivered, Deliveries by Vendor, Top Materials by Cost, Delivery Trend and Cumulative Spend.
Low Stock Alerts lists the materials whose remaining stock has fallen below a tenth of their budgeted quantity, up to eight at a time. The All Materials table shows budget, delivered, consumed, stock, rate and total cost per material. Money is shown in the project's currency, or the organisation's default when the project has none set.
Project Summary
One page a client can read.
The completion percentage and item count, then Open Issues, Pass Rate, Overdue and Material Cost. Two donuts side by side — Work Item Status and Issues Status — and two short lists, Top Overdue Items and Top Open Issues. There are no filters and no date range: it always shows the whole project, which is what makes it a clean snapshot. Material Cost is in the project's currency.
This is not the client report
Project Summary is a read-only page for your own use. The branded, sectioned document you send to a client is a Client Report — a different thing, with its own narrative, cover and share link.
Related
Questions
Can I pick a date range on Project Summary?
No. It always shows the whole project, so it has no date range or filters.
Does the Overdue & At-Risk Items table list the at-risk items too?
Yes. It lists both: an overdue item shows how many days late it is, and an at-risk item how soon it's due.
How is Avg Resolution worked out?
For every closed issue, it counts the days from when the issue was raised to when it was closed, and averages them. Editing an issue after it's closed doesn't change the figure.