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# Generating Custom Reports Create insightful reports to track performance. ## Report Types ### Project Reports - Task completion rates - Time tracking summaries - Resource allocation - Budget vs actual ### Team Reports - Individual productivity - Workload distribution - Activity trends - Collaboration metrics ### Executive Dashboard - Portfolio overview - KPI tracking - Risk indicators - Milestone progress ## Creating Reports ### Step 1: Access Reports 1. Go to **Analytics** in sidebar 2. Click "Create Report" ### Step 2: Select Data Source Choose from: - Projects - Tasks - Time entries - Team activity ### Step 3: Configure Filters ``` Date range: Last 30 days Project: All active projects Team: Engineering Status: Completed ``` ### Step 4: Choose Visualization - **Table** - Detailed data view - **Bar chart** - Comparisons - **Line chart** - Trends - **Pie chart** - Distributions - **Kanban** - Status flow ## Scheduling Reports Automate report delivery: 1. Open saved report 2. Click "Schedule" 3. Set frequency (daily/weekly/monthly) 4. Add recipients 5. Choose format (PDF/CSV/Excel) ## Sharing Reports ### Export Options - PDF for presentations - CSV for analysis - Excel for editing - PNG for sharing ### Embedded Dashboards Share live dashboards: 1. Click "Share" on dashboard 2. Generate public link 3. Set access permissions
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Create custom reports for data-driven decisions
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