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