Published: 1 June 2026
Audience
-
Admin
-
Controller
-
Project Manager
Objective
This article explains how to create a project report in PSOhub by filtering the project list, customizing columns, and exporting the data to Excel for further analysis.
Prerequisites
You must have Admin, Controller, or Project Manager access in PSOhub.
Steps
- In the main menu, click Projects.
- Use the filters at the top of the grid to narrow the data to the projects you want to report on. These include Status, Type, Tags, and more.
- Click Edit Columns in the top-right corner to select which columns to display and set their order.
⚠️ Important: The column order and visibility you set here directly affects your Excel export. Columns that are hidden will not appear in the export, and the order of columns in the export matches the order shown on screen. Set your preferred column layout before exporting to ensure consistency.
4. Click Export.
5. Open the downloaded file from your browser to view the report in Excel.
Working with Excel functions
When exporting your project list, financial fields such as Budget, Used, and Invoiced may be formatted as text by default, which prevents Excel formulas such as SUM() or AVERAGE() from working directly on them.
To perform calculations in Excel without manually converting data types, use the following numeric-formatted fields available in the export:
| Field | Use instead of |
|---|---|
| Budget (Excel) | Budget |
| Used (Excel) | Used |
| Invoiced (Excel) | Invoiced |
| Planned Hours (Excel) | Planned Hours |
| Estimated Profit (Excel) | Estimated Profit |
| Actual Profit (Excel) | Actual Profit |
| Total Amount (Excel) | Total Amount |
| Total Selling Total Estimated Pro. (Excel) | Total Selling / Total Estimated Profit |
| Total Amount Actual Pro. (Excel) | Total Amount Actual Profit |
| Deal Amount (Excel) | Deal Amount |
💡 Tip: Always use the (Excel) version of numeric fields when creating reports that involve currency, hours, or totals.
Result
Your project report is downloaded as an Excel file containing the filtered project list and selected columns. Use the (Excel) numeric fields for accurate calculations across budgets, hours, and profitability.
Next Steps
✅ Create an Hours Report
Export time entries across your projects to analyze billable hours and labor costs by user or role.
How to Create an Hours Report in PSOhub
✅ Create an Expenses Report
Export expense entries across your projects to review costs by category, project, or user.
How to Create an Expense Report in PSOhub
✅ Build a dashboard
Combine project, hours, and financial data into a visual dashboard for ongoing monitoring.
Reports Center: What Are the Reports in PSOhub?