Reports

Word and Excel reports, ready to send.

Every report is built from the registers in one step, for one project or the whole portfolio. Client packs leave out internal risks, and a protective marking, when set, goes in every header and footer.

Select a page to see it larger.

Project register report

Word · Internal pack

Summary, schedule, risk position, every register, linked Jira issues, meetings and contacts, with numbered sections and page numbers.

Word report page: Version control and the project summary figures

Word report page: The Project X schedule timeline with phases, milestones and baselines

Word report page: The project risk register and internal risks with inherent and residual ratings

After Action Review

Word

The review in the same fixed format used in the app, with the charts, phase review, issue log and lessons learned.

After Action Review page: Executive summary, objectives and headline figures

After Action Review page: Performance overview with headline tiles and chart cards

After Action Review page: Phase review with schedule and budget results and the questions for each phase

After Action Review page: Action plan and lessons learned

Registers workbook

Excel · Client pack

A risk dashboard with Excel charts and a heat map, a schedule with a week-by-week timeline, and one sheet per register with filters, rating colours and any linked Jira issues.

Excel sheet: Risk dashboard with headline figures, the story in brief and a heat map of open risks

Excel sheet: Risk dashboard breakdowns with native Excel charts for consequence, inherent against residual rating and action owner

Excel sheet: Project risks register with inherent and residual ratings

Excel sheet: Schedule with phases, milestones and a week-by-week timeline

Pages from reports exported from the sample data.