Generate automatic status reports with Project Manager agent

Project Manager agent (preview) automates status report emails for your plans by generating concise, professional summaries based on progress, milestones, and upcoming tasks. It helps keep stakeholders informed, saves time, and supports transparency and alignment across projects.

Note: Project Manager agent is currently rolling out to customers. Learn more about it in Frequently asked questions about Project Manager agent.

Start a new report

Option 1: Start with a new plan

Navigate to Microsoft teams and open the Planner app.
Create a new plan by selecting either Plan with Project Manager or Premium.
Share your plan by clicking the Share icon at the top right. You can either create a new group or add the plan to an existing group
Add at least 10 tasks to your plan.
Click on the Reports tab in the top banner. If you don't see this tab, check the overflow menu (three dots) for additional options.

Option 2: Start with an existing plan

Navigate to Microsoft teams and open the Planner app.
Open a Premium plan or a Plan with Project Manager that has at least 10 tasks.
Ensure the plan is shared with a group. If not, share it by clicking the Share button at the top right.
Navigate to the Report tab.

Tip: Reports work best with plans that have been tracked for a period of time and are populated with tasks. If you have less than 10 tasks in your plan, try adding a few more before generating a report.

Generate, view, and edit a report

Select Get Started on the top banner in the Reports tab.
To add a reporting time period, navigate to Choose reporting period, select the dropdown to specify the period of time you want the report to cover.
Under Provide more details, you have the option to add specific details about what you'd like in the report. For example, "Create a comprehensive update on high-priority items for the leadership team."
Select Generate. The Project Manager agent will synthesize information from the plan to create a tailored report.
Your report will display in a Loop canvas, and you'll receive an in-app notification with a link to the report.

You can make direct edits in your report to finalize the content.

Note: Report generation may take a few minutes depending on the complexity of your plan. You can navigate away from the current page or Planner app as your report will be available when you return.

View your most recent reports

Select the specific plan containing the reports you want to access.
Navigate to the Reports tab.
Under the Recent reports section, you'll see a list displaying your 10 most recently generated reports.

View all past reports

Select the specific plan containing the reports you want to access.
Navigate to the Reports tab.
Under the Recent reports section, you'll see a list displaying your 10 most recently generated reports.
Select View All in the top left to open the SharePoint folder where all your past reports are stored.

Tip: You can also view all past reports when you have a report open by finding the option in the multi-action button in the top right corner of the floating bar.

Take action on your reports

Share your report as a Loop component

When viewing a report, you can access additional options using the Loop icons in the top right corner.

Select Shared Locations to view the SharePoint folder link where your Loop component is stored. From here, you can also select "Add to Loop workspace" to include your component in another workspace.
Select Copy component and paste it elsewhere, such as in Microsoft Teams, Outlook, OneNote, Word, or other Microsoft 365 apps. Any changes made to the component in these locations will automatically update in real-time.
Select See who has access to view a list of team members who currently have permission to access your report.

Share your report with external users outside of your group

Navigate to the SharePoint folder where your Loop component is stored and open it from there.
Once the report is open in Loop, select Share in the top right corner.

Share your report through a SharePoint newsletter

With your report open in Planner in Teams, select Share as newsletter located on the right side of the floating action bar. This action converts your report into a SharePoint newsletter format.

Close a report

Select the Close button on the right side of the floating action bar to return to the default report page.

Access requirements

To access status report, users must have access to the Project Manager agent.

Status report feature works with the following plans:

Project manager enabled plans
Shared premium plans

Note: Users without a Microsoft 365 Copilot license can view and edit reports, but can't generate new reports. Users without a Planner Plan 1, Planner and Project Plan 3, or Planner and Project Plan 5 license can't create a new premium plan, but can access existing premium plans.