Product guides
Six automations that take hand-offs off your plate
Project management automation for agencies, kept simple: six rules that assign, notify and tidy up at every hand-off, and the limits worth knowing first.
8 min read
Project reporting software
What you finished, what slipped, and where the work waits.
Reports turns the work already on your boards into numbers you can act on: what was created and completed, how long jobs take and what's at risk this week.
Overview
The headline numbers, and what's at risk
The Overview tab starts with Jobs created, Jobs completed, Overdue jobs and Active jobs for the range you pick, from Last 7 days to a Custom range of up to a year.
- Throughput: jobs completed per day, or per week for longer ranges
- Created and completed over time, with Compare to previous to set the range against the one before
- Breakdown by status, priority, job type, column or project
- At risk: open jobs that are overdue, due today or due this week
- Overdue jobs by person, and a Task mix of the tasks opened in the range: completed, open on time or overdue
Quick search results for “brand” across projects, and the Reports dashboard: Overview, Flow, People and Projects tabs, tiles for 128 jobs completed (up 32% on the previous period), a 3.2-day median lead time, 4 overdue jobs and 46 active jobs, and a weekly throughput chart.
Lead time, people and projects
How long work takes, and who's carrying it
Lead time is how long a job takes from the moment it's created to the moment it's completed. Skybase shows it three ways, because a few slow jobs can pull an average a long way.
Flow
Median lead time for a typical job, Mean lead time, and the 85th percentile, the time most jobs finish within. A chart sorts completed jobs from under a day to over four weeks. Pick one project to add Time in column and Cumulative flow.
People
Jobs assigned per week, Open work by person and Task workload by person, so an overloaded designer shows up before a deadline slips.
Projects
Every project side by side: created, completed, active, overdue, completion rate and trend.
Open the jobs behind the numbers
The jobs behind the numbers, one click away
Select a headline number, or a bar or a point in most of the charts, and the jobs behind it open in a panel at the side, ready to open. The Over 4 weeks bar of the lead time chart becomes a list of the slowest jobs.
Who sees what
Numbers for everyone, scoped to their projects
Everyone in the workspace can open Reports. Administrators see every project; everyone else sees the projects they belong to. In a workspace with client teams, Reports has a Client teams filter, and a guest sees other teams' guests as A guest from another team, in the People tab, the CSV and the emailed copies.
- Median, mean and 85th percentile
- Lead time from creation to completion, three ways.
- A number or a bar
- Select one to list the jobs behind it.
- Every week or every month
- Saved reports emailed to the people who need them.
FAQ
What people ask about Reports
The Reports guide walks through every tab. Automations such as Done means completed keep the numbers honest.
What does lead time measure?
The time from when a job is created to when it's completed, for jobs completed in the range. Skybase shows the median, the mean and the 85th percentile, because a few slow jobs can pull an average a long way.
Who can see Reports?
Everyone in the workspace, guests included. Administrators see every project; everyone else sees the projects they belong to. In a workspace with client teams, a guest sees other teams' guests as "A guest from another team".
When does a job count as completed?
When someone chooses Mark complete, or sets a status that completes the job. Moving a job to the last column doesn't complete it on its own, though an automation can.
What goes into the scheduled email?
The report's job counts against the period before, overdue work by person and the jobs at risk, with a link to the full report. A weekly email covers the seven days before it's sent, and a monthly one the previous calendar month. Each person's copy counts only the projects both they and the report's owner can see.
Can I get the data out?
Yes. Export CSV gives you the jobs created in the range with your filters applied: project, job, status, assignee, the created, due and completed dates, and whether each is overdue. Print gives you a paper copy of the page.
Why does it say Showing sample data?
A workspace that started with sample content shows the sample projects in Reports until your first real job, so the charts have something in them. The note goes once your own work arrives.
Is Reports on the Free plan?
Yes. Every feature is on both plans.
Read next
Running projects
Kanban for agencies: a board your team and clients will use
How to set up a kanban board for agency work: columns for stages, statuses for states, job types, priorities and due dates that everyone can read.
9 min read
- Guide Reports See what your team created, finished and let slip: the Overview, Flow, People and Projects tabs, drill-downs, CSV export and scheduled report emails. Read the guide
- Guide Automations Write a rule as a sentence and let the board handle hand-offs: when a job moves, changes or sits too long, assign it, move or archive it, or notify people. Read the guide
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