To start creating a report, navigate to Insights and click 'Create Report':

Next, select the type of report you wish to run - you can report on Projects, Proofs, Requests or Tasks:
​

Upon making a selection, you will see your parameters appear. Simply pick a field to report on. For example, let's say we wish to locate Projects with a due date in this current month:

You can choose to add additional parameters by selecting 'Add Rule' or 'Add Group'. Whenever you are ready to run your report, simply click 'Run report':

and your results will appear:

You can also customize the display order by clicking 'Column Options'.

Here you can drag to re-order the columns and add or remove new ones as needed:

​Saving your report
​
Once you have the report designed to your needs, you can save it for quick and easy reference later:

Next, name your new report and select where it should go:
​
​Note: To make reports accessible to others in your group, you can place them in the Shared Queries folder

and next time you visit Insights it will be there!