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View dashboards and reports (Project Service)

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Important

Dynamics 365 Project Service Automation has evolved into Dynamics 365 Project Operations. For more information, see Project Service Automation Transition.

Applies to Project Service app versions 2.x and 1.x

Dashboards and reports give you an understanding of where your business stands. The Practice Management dashboard gives you an all-up view of your costs, gross margin, and role utilization. You can also track your sales numbers with the Sales Activity Social dashboard.

To view dashboards that provide an all-up view of your project sales and resource utilization:

  1. Go to Project Service > Dashboards.

  2. In the bar across the top of the screen, select the down arrow next to Dashboards and select the dashboard you want to see.

    To view Project Service reports:

  3. Go to Project Service > Reports.

  4. Click the report you want to see.

  5. Select a date range and click View Report.

See Also

Project Manager Guide