--- title: Creating a Custom Report description: Streamline your workflow and collaboration with teammates by creating custom reports. --- [Skip to content](https://success.join.build/en/knowledge/create-a-custom-report#main-content) [Contact Join Support](https://success.join.build/en/knowledge/kb-tickets/new?hsLang=en) [![Join Help Center](https://success.join.build/hubfs/Join%20Help%20Center.svg)](https://success.join.build/en/knowledge?hsLang=en) Open main navigation Close main navigation - [Contact Join Support](https://success.join.build/en/knowledge/kb-tickets/new) - [Login](https://app.join.build/) [Login](https://app.join.build/) Hi! 👋 How can we help? - There are no suggestions because the search field is empty. 1. [Join - Help Center](https://success.join.build/en/knowledge?hsLang=en) 2. [Reports](https://success.join.build/en/knowledge/reports?hsLang=en) 3. [Reporting](https://success.join.build/en/knowledge/reports?hsLang=en#reporting) # Creating a Custom Report ## Streamline your workflow and collaboration with teammates by creating custom reports. Creating custom reports and saving them to your project will make it easier to quickly see your data the way your team needs it organized. Saved reports will be added to the **Reports** tab in Join and can be easily accessed by the rest of the team if you choose to share with them. ***Note:** Reports in Join are real-time reflections of the data in your project and update live as changes are made.* ### Customizing and Saving a Report To save a new custom report, follow the steps below: 1. [Group](https://success.join.build/en/knowledge/create-a-custom-report#grouping), [sort](https://success.join.build/en/knowledge/create-a-custom-report#sorting), and [filter](https://success.join.build/en/knowledge/create-a-custom-report#filtering) the view of the report how you want it saved 2. Click the **Save Report** ![Report Thin (1) 1-1](https://success.join.build/hs-fs/hubfs/Report%20Thin%20(1)%201-1.png?width=30&height=30&name=Report%20Thin%20(1)%201-1.png)button in the upper right corner 3. Enter a report name 4. Enter a description (optional) 5. Choose to keep the report private or share it with the team 6. Click the **Save** button ***Tip:*** *Add more detail to the report name, such as the group and filter settings.* ### Grouping, Sorting, and Filtering Reports #### Grouping Group the data in your reports by any Categorization or built-in data field on your project by using the **Group By** dropdown menu. By default, reports will be grouped by the top-level category listed in your project categorization settings.  ![](https://success.join.build/hs-fs/hubfs/image-png-Aug-20-2024-09-07-55-9684-PM.png?width=219&height=515&name=image-png-Aug-20-2024-09-07-55-9684-PM.png) ***Note:** Sometimes, the **Group By** menu is located in the Edit ![](https://success.join.build/hs-fs/hubfs/image-png-Oct-12-2022-06-48-18-15-PM.png?width=24&name=image-png-Oct-12-2022-06-48-18-15-PM.png) menu.* #### Sorting Sort the data in your reports by any Categorization or built-in data field on your project by using the **Sort By** dropdown menu. ![](https://success.join.build/hs-fs/hubfs/image-png-Aug-20-2024-09-08-44-7942-PM.png?width=147&height=400&name=image-png-Aug-20-2024-09-08-44-7942-PM.png) #### Filtering Filter the data in your reports by any Categorization or built-in data field on your project by using the **Filter** ![](https://success.join.build/hubfs/image-png-Oct-06-2022-05-29-25-57-PM-webp.webp) button. ![](https://success.join.build/hs-fs/hubfs/image-png-Aug-20-2024-09-06-31-8482-PM.png?width=344&height=438&name=image-png-Aug-20-2024-09-06-31-8482-PM.png) ### Updating a Saved Report When changes have been made to saved reports, you'll seethe ![](https://success.join.build/hs-fs/hubfs/Screenshot%202025-06-13%20at%209-21-57%E2%80%AFAM-png-1.png?width=63&height=28&name=Screenshot%202025-06-13%20at%209-21-57%E2%80%AFAM-png-1.png)badge next to your report name. To update the report, click the ![](https://success.join.build/hs-fs/hubfs/Screenshot%202025-06-13%20at%209-24-14%E2%80%AFAM-png.png?width=23&height=27&name=Screenshot%202025-06-13%20at%209-24-14%E2%80%AFAM-png.png) button and select "Save changes". From this menu, you can also choose to "Save as new Report" or "Revert to last Saved Report". ![](https://success.join.build/hs-fs/hubfs/Screenshot%202025-06-13%20at%209-21-27%E2%80%AFAM-png.png?width=670&height=454&name=Screenshot%202025-06-13%20at%209-21-27%E2%80%AFAM-png.png) - [Getting Started with Join](https://success.join.build/en/knowledge/getting-started-with-join?hsLang=en#main-content) - [Join Overview](https://success.join.build/en/knowledge/getting-started-with-join?hsLang=en#join-overview) - [I'm a new Join user](https://success.join.build/en/knowledge/getting-started-with-join?hsLang=en#im-a-new-join-user) - [My company is new to Join](https://success.join.build/en/knowledge/getting-started-with-join?hsLang=en#my-company-is-new-to-join) - [I want to use Join on my project](https://success.join.build/en/knowledge/getting-started-with-join?hsLang=en#i-want-to-use-join-on-my-project) - [Workflow Best Practices](https://success.join.build/en/knowledge/getting-started-with-join?hsLang=en#workflow-best-practices) - [Getting Started for Project Admins](https://success.join.build/en/knowledge/getting-started-with-join?hsLang=en#getting-started-for-project-admins) - [Getting Started for General Contractors](https://success.join.build/en/knowledge/getting-started-with-join?hsLang=en#getting-started-for-general-contractors) - [Getting Started for Design Team Members](https://success.join.build/en/knowledge/getting-started-with-join?hsLang=en#getting-started-for-design-team-members) - [Getting Started for Owners](https://success.join.build/en/knowledge/getting-started-with-join?hsLang=en#getting-started-for-owners) - [Product Updates](https://success.join.build/en/knowledge/product-updates?hsLang=en#main-content) - [What's New](https://success.join.build/en/knowledge/product-updates?hsLang=en#whats-new) - [Early Access](https://success.join.build/en/knowledge/product-updates?hsLang=en#early-access) - [Join for Pursuit](https://success.join.build/en/knowledge/join-for-pursuit?hsLang=en#main-content) - [Pursuit Resources](https://success.join.build/en/knowledge/join-for-pursuit?hsLang=en#pursuit-resources) - [Dashboard](https://success.join.build/en/knowledge/dashboard?hsLang=en#main-content) - [Dashboard](https://success.join.build/en/knowledge/dashboard?hsLang=en#dashboard) - [Charts](https://success.join.build/en/knowledge/dashboard?hsLang=en#charts) - [Milestones](https://success.join.build/en/knowledge/milestones?hsLang=en#main-content) - [Milestones](https://success.join.build/en/knowledge/milestones?hsLang=en#milestones) - [Estimates and Budgets](https://success.join.build/en/knowledge/milestones?hsLang=en#estimates-and-budgets) - [Importing](https://success.join.build/en/knowledge/milestones?hsLang=en#importing) - [Items](https://success.join.build/en/knowledge/items?hsLang=en#main-content) - [Items](https://success.join.build/en/knowledge/items?hsLang=en#items) - [Options](https://success.join.build/en/knowledge/items?hsLang=en#options) - [Status](https://success.join.build/en/knowledge/items?hsLang=en#status) - [Scenarios](https://success.join.build/en/knowledge/items?hsLang=en#scenarios) - [Item Library](https://success.join.build/en/knowledge/items?hsLang=en#item-library) - [Schedule Impact](https://success.join.build/en/knowledge/items?hsLang=en#schedule-impact) - [Ideas](https://success.join.build/en/knowledge/items?hsLang=en#ideas) - [Markups](https://success.join.build/en/knowledge/markups?hsLang=en#main-content) - [Markups](https://success.join.build/en/knowledge/markups?hsLang=en#markups) - [Milestone Markups](https://success.join.build/en/knowledge/markups?hsLang=en#milestone-markups) - [Item Markups](https://success.join.build/en/knowledge/markups?hsLang=en#item-markups) - [Contingencies and Allowances](https://success.join.build/en/knowledge/markups?hsLang=en#contingencies-and-allowances) - [Cost Display Settings](https://success.join.build/en/knowledge/markups?hsLang=en#cost-display-settings) - [Risk Register](https://success.join.build/en/knowledge/risk-register?hsLang=en#main-content) - [Risk Register](https://success.join.build/en/knowledge/risk-register?hsLang=en#risk-register) - [Timeline](https://success.join.build/en/knowledge/timeline?hsLang=en#main-content) - [Timeline](https://success.join.build/en/knowledge/timeline?hsLang=en#timeline) - [Reports](https://success.join.build/en/knowledge/reports?hsLang=en#main-content) - [Reporting](https://success.join.build/en/knowledge/reports?hsLang=en#reporting) - [Customizable Reports](https://success.join.build/en/knowledge/reports?hsLang=en#customizable-reports) - [Team](https://success.join.build/en/knowledge/team?hsLang=en#main-content) - [Team](https://success.join.build/en/knowledge/team?hsLang=en#team) - [Roles and Permissions](https://success.join.build/en/knowledge/team?hsLang=en#roles-and-permissions) - [Project Settings](https://success.join.build/en/knowledge/project-settings?hsLang=en#main-content) - [Project Settings](https://success.join.build/en/knowledge/project-settings?hsLang=en#project-settings) - [Categorizations](https://success.join.build/en/knowledge/project-settings?hsLang=en#categorizations) - [Units of Measure](https://success.join.build/en/knowledge/project-settings?hsLang=en#units-of-measure) - [Item Schedule Impact and Display](https://success.join.build/en/knowledge/project-settings?hsLang=en#item-schedule-impact-and-display) - [Default Item Template](https://success.join.build/en/knowledge/project-settings?hsLang=en#default-item-template) - [Notifications](https://success.join.build/en/knowledge/project-settings?hsLang=en#notifications) - [Print Header](https://success.join.build/en/knowledge/project-settings?hsLang=en#print-header) - [Customize Display](https://success.join.build/en/knowledge/project-settings?hsLang=en#customize-display) - [Projects and Programs](https://success.join.build/en/knowledge/projects-and-programs?hsLang=en#main-content) - [Projects and Programs](https://success.join.build/en/knowledge/projects-and-programs?hsLang=en#projects-and-programs) - [Projects](https://success.join.build/en/knowledge/projects-and-programs?hsLang=en#projects) - [Programs](https://success.join.build/en/knowledge/projects-and-programs?hsLang=en#programs) - [Company Settings](https://success.join.build/en/knowledge/company-settings?hsLang=en#main-content) - [Company Settings](https://success.join.build/en/knowledge/company-settings?hsLang=en#company-settings) - [Company Standards](https://success.join.build/en/knowledge/company-settings?hsLang=en#company-standards) - [Join Benchmarking](https://success.join.build/en/knowledge/join-benchmarking?hsLang=en#main-content) - [Project Comparisons Report](https://success.join.build/en/knowledge/join-benchmarking?hsLang=en#project-comparisons-report) - [Join Insights](https://success.join.build/en/knowledge/join-insights?hsLang=en#main-content) - [Join Insights](https://success.join.build/en/knowledge/join-insights?hsLang=en#join-insights) - [Integrations](https://success.join.build/en/knowledge/integrations?hsLang=en#main-content) - [Integrations](https://success.join.build/en/knowledge/integrations?hsLang=en#integrations) - [Security](https://success.join.build/en/knowledge/security?hsLang=en#main-content) - [Frequently Asked Questions](https://success.join.build/en/knowledge/security?hsLang=en#frequently-asked-questions) - [Single Sign-on](https://success.join.build/en/knowledge/security?hsLang=en#single-sign-on) - [AI in Join](https://success.join.build/en/knowledge/ai-in-join?hsLang=en#main-content) - [Join Model Context Protocol (MCP)](https://success.join.build/en/knowledge/ai-in-join?hsLang=en#join-model-context-protocol-mcp) [![Artboard 3@4x-8](https://success.join.build/hs-fs/hubfs/Artboard%203@4x-8.png?width=100&height=69&name=Artboard%203@4x-8.png "Artboard 3@4x-8")](https://join.build) © 2026 - Join | All rights reserved.