No matter how many projects you have ongoing or have completed for a client, you can generate a report of all of this activity using Insights.

1. Go to the Insights page (available to team member and administrators only.)


2. On the right side, under Get Insights On, click Pods.


3. Under Pods or Clients, scroll down the list until you see the client you want.

select a client to filter

4. Select your date range and click Get Pod Insights.

This will generate all pod activity (tasks, time, milestones) for all current and completed pods for this client.

Learn more about getting started using Insights to generate reports and how to use the various filters!