To create a custom report that provides a more optimized, real-time view of project-specific data. For example, an owner or project manager might want to create a custom report that highlights critical project dates.
Before you create a custom report, you may want to first add custom data fields that can be included in your reports. For example, you may want to add a field for highlighting key project dates. After you do this, you can create a custom portfolio report to track important dates in your project.