The Reports screen lists every project across every client. Use it to find, open, or manage any report or dashboard.
Filter and search
- Search — type in the search bar to match by project name.
- Client filter — narrow to a single client using the Client dropdown.
- Type filter — show only Reports or only Dashboards.
- Sort — switch between recent activity, name, and date created.
What’s on a project card
| Element | Description |
|---|
| Name | Click the name to open the project editor. |
| Client | Shows which client the project belongs to. |
| Type | Report or Dashboard badge. |
| Last edited | Timestamp of the most recent save. |
Use consistent project naming — including month and year (e.g. Acme — Paid Social — March 2026) — to make the list searchable as it grows.
Quick actions
From any project card’s three-dot menu:
