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Link between contacts and projects

Hello,
 

When I open any project, I can see a linked contact.

However when I am trying to export projects and contacts into excel reports, I am not able to find any link between projects and contacts. 
 
Can you please help me to find this link so that I can create a single report containing projects and corresponding contacts?
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5 comments
  • Hi Aarati, 

    At this time adding linked contact is not an available field in a project report, but this is a feature request that we have documented and are hoping to include into a future version of advanced reporting. Apologize for the inconvenience here! 

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  • We would like this feature available for the project report as well.  We will be adding it as a custom field until this option is configured into Insightly. 

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  • We would love to be able to create a report based on organizations that can add contact name and role!

     

    Thanks!

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  • Hi Aarati, 

    We've introduced the ability for you to now bring over linked contact into a project report so that you can see who this project is dealing with. Note though that linked contact will only show you primary linked contact (the first that you linked to a project) if there are multiple. 

    Hope this helps! 

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  • Happy to report that we've recently shipped new Linked Item Reports. You can find out more about it in our help article.

    Linked Item Reports can be exported as Excel file and set on auto-scheduled export to your inbox as well.

    Thank you for your votes

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