Reports

What you can see

Everyone in the workspace can open Reports. Administrators see every project; everyone else sees the projects they belong to. Archived projects are left out unless you turn on Include archived projects.

In a workspace that started with sample content, Reports shows the sample projects until your first real job, under a note that says Showing sample data.

Choose a range and filters

Date range: Last 7 days, Last 30 days (the default), This month, Last month or a Custom range of up to a year.
Project: All projects, or one. Some charts need a single project, and so do the status and job type filters.
Filters: Members and Priorities, plus Statuses and Job types once you pick a project.
Compare to previous: Shows how the jobs created and completed compare with the period before.

Days are counted in your own time zone.

The four tabs

Overview: Jobs created, completed, overdue and active; created against completed over time; throughput; a Breakdown by status, priority, job type, column or project; what is At risk; and overdue jobs by person.
Flow: How long jobs take from creation to completion: the median, the mean and the 85th percentile. 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.
Projects: Every project side by side: created, completed, active, overdue, completion rate and trend.

Drill into any number

Select a number or a part of a chart to list the jobs behind it in a panel at the side, and open any of them from there.

Export or print

Export CSV downloads 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.

Save and schedule a report

Step 1: Set up the range, project and filters, then choose Saved reports and Save current view….
Step 2: Give it a Name and choose Save. Administrators can also Share with the whole workspace.
Step 3: With the report open, choose Schedule…, pick Every week or Every month, a day, a time and the Recipients, then choose Schedule.

Recipients have to be people in your workspace. Administrators, and the person who saved a report unless they are a guest, can schedule it.