Purpose
This article introduces SiteRise's core Reporting capabilities at the platform level (see the dedicated Reporting collection for deep dives on specific report types).
Who Uses This
Project managers, executives, and administrators who need visibility into project status and performance.
How It Works
SiteRise generates reports based on live project data — schedules, budgets, deliverables, and more — so you always have an up-to-date view.
Reports can typically be filtered by project, date range, or category, and exported for sharing outside the platform.
Best Practices
Set a regular cadence for reviewing key reports (e.g., weekly milestone check-ins).
Use filters to focus on what matters most to your role — executives may want portfolio views, PMs may want task-level detail.
Export reports before major meetings so stakeholders have offline copies.
Troubleshooting
If a report looks out of date, try refreshing the page — most reports pull live data but may cache briefly.