Generate status reports in minutes with Project Manager agent in Planner

In modern project management, everyone values a clear status report – but creating one can be time-consuming and tedious. We’re excited to introduce the Status Reports feature in the Planner app for Microsoft Teams! With this latest addition to the Project Manager agent, you can eliminate the pain of manual reporting by automatically generating professional, comprehensive project updates in minutes, keeping everyone—from your team to leadership—effortlessly informed.

A video demonstrates how, leveraging the power of Project Manager agent, users can now generate professional, detailed, and customized reports about the status of their projects in a matter of minutes; then share project status effortlessly across teams.

Why it matters

Regular, transparent updates are crucial for keeping your team aligned, tracking goals, and ensuring stakeholders have the information they need to fast track project progress. Traditionally, creating these status reports has been a time‑consuming process, often requiring manual data gathering and formatting across multiple tools—distracting you from high‑value work.

With Status Reports in Planner, powered by Project Manager, you can now: 

• Save hours. Auto‑synthesize plan progress, milestones, risks, and next steps in one click.  

• Ensure shared visibility. Highlight wins, surface blockers, and deliver a consistent, data‑backed snapshot of project health for teammates, leadership, or customers. 

• Customize every report. Pick a timeframe, define reporting goals, and adapt tone for any audience with flexible parameters. 

• Share anywhere. Drop a Loop component in Teams, copy to Outlook, or transform the report into a SharePoint newsletter for regular updates and engaging communications. 

• Track progress and collaborate live. Instantly view reports generated by your team, easily manage and browse archived reports, then refine them together in real time.

And you can do all these things directly from within your plan.

How it works

1. Navigate to Microsoft teams and open the Planner app. 
2. Open a Premium plan or a Plan with Project Manager that has at least ten tasks. 
3. Ensure the plan is shared with a group. If not, share it by selecting the Share button at the top right. 
4. Navigate to the Reports tab. 
5. 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." 
6. Select Generate. The Project Manager agent will synthesize information from the plan to create a tailored report. 
7. Your report will display in a Loop Canvas to support co-editing in real time, and you will receive an in-app notification with a link to the report.
8. Share with a click. Copy the Loop component to Teams or Outlook or select Share as newsletter to generate a polished SharePoint email. 

Quick tip: Need to revisit previous reports? The Recent reports list keeps your last ten at hand and View all opens the full SharePoint archive.

A screenshot of Planner in Teams shows the new Reports tab with a start screen that reads, "Start creating a status report with AI." From here, users can select the reporting period and provide optional information about what the status report should cover. The "Recent reports" section shows five previously generated reports. Users can select and visit these recent reports.

Availability

The status report feature in Project Manager agent will start rolling out to our English-US customers and will be available broadly in the coming weeks. To access status reports, users must have access to Project Manager.

To access the public preview of Project Manager, customers are required to have a Microsoft 365 Copilot and a Microsoft Loop license. Users without a Microsoft 365 Copilot license or Microsoft Loop can collaborate on plans, but cannot interact with Project Manager, such as assigning tasks to the project manager or generating a status report.

The new Status Report feature works on the following plans with more than ten tasks: 

• Project Manager enabled plans 
• Shared premium plans 

Share your feedback

Your feedback helps inform our feature updates and we look forward to hearing from you as you try Planner’s new capabilities! Provide feedback about Planner using the Feedback button (icon of a person with a chat bubble overhead) in the top right corner of the app. We also encourage you to share your feature ideas by adding them to the Planner Feedback Portal. 

Additionally, please select the thumbs up or thumbs down button below the generated report to share what you think about the experience.

Resources

• Check out the Planner adoption page.
• Sign up to receive future communication about Planner.
• Check out the Microsoft 365 roadmap for feature descriptions and estimated release dates for Planner.
• Watch Planner demos for inspiration on how to get the most out of Planner in Teams.
• Visit the Planner help page to learn more about the new Planner.