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Genius Project’s Powerful Reporting

MS Excel


One of the primary goals project managers need to accomplish in their daily work is to deliver the necessary status reports to their stakeholders along with providing themselves with the mission-critical data that will impact their performance and the ultimate delivery of their projects. Although the culture of Reporting varies from organization to organization, there are some fundamental project details any effective project leader needs to share and consult to help drive his or her decision making process.  Keeping a project on track is never an easy process and good project managers understand that they need to constantly ask the questions concerning workload, costs, timeline and overall progress.

This is where Genius Project comes in.

Reporting is one of our system’s most impressive and advantageous features.  I consulted with our software specialists to find out exactly what makes our customers rave about Genius Project’s reporting capabilities.

Here are some of the answers I found:

  • Genius Project offers individual flat, configurable reports and flexible Gantt Chart configuration
  • It’s easy to define multiple frame dashboards
  • The system offers hundreds of predefined reports (out of the box)
  • In Genius, we distinguish between user reports, customized reports and system reports.


User Reports:

  • Can accommodate workflows and be customized with additional fields
  • Team members and project leaders can create issue reports
  • Internal and external changes can be analyzed with change requests, enabling the project’s status to be compared before and after the change
  • Progress status reports describing the status of a project can be created and shared with stakeholders


Customized Reports:

  • All relevant information can be sorted, filtered and highlighted in views
  • The information can then be exported to Excel


System Reports:

  • Every day the system updates the project overview report, so that by the end of the month a full status report with detailed information is complete.


Here’s some of what our clients have to say:

Our main reason for selecting Genius Project can be attributed to its user-friendly yet rich interface and powerful reporting capabilities providing us visibility into complex projects, portfolios, resources and issues.
Sara Saleh, Planning and Projects Coordinator


We selected Genius Project due to the vast amount of pre-built reports and superior dashboard and reporting capabilities, along with Genius Project’s flexibility allowing us to start small at an affordable price point and scale as we grow.”
Douglas Forsell, Program Manager


… We felt that Genius had the best blend of dashboard and reporting and hit the most functionality requirements that we had.
Jason Hargrove, Vice President of Administration

At Genius Project, we pride ourselves not only for having a great project management tool. But also on our knowledge base. As such, we’ve developed a checklist of tips that can help you build a successful project reporting strategy:

  • Report off a single resource pool.  This will facilitate tracking resources and provide cross project visibility on availability, workload, capacity and allow for intelligent groupings for better decision making.
  • Leverage a web platform.  A web-based project management platform will provide easier and quicker access to share reports across the organization.
  • Build a single project repository.  To deliver real-time cross-project and portfolio reporting on progress, timelines and costs, start on the right foot and capture all projects accessible from a single system or environment.
  • Define security profiles.  Different stakeholders need different access to different reports.  Clearly defined security profiles will ensure that the only the right information ends up in the right hands.
  • Identify a dashboard strategy.  The power of well-defined dashboards for different user types will reduce the passing around of redundant information and always keep your most important stakeholders in the loop.

To learn more about Genius Project reports and dashboards please go to:

This post first appeared on PM Box | Exploring The Value Of Project Managemen, please read the originial post: here

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Genius Project’s Powerful Reporting


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