The Reporting section is one place to analyze data across your projects, members and tasks. Pick a report based on the question you are asking, then filter and group it to the slice you need.
At a glance
| |
|---|
| Where to find it | Reporting in the main navigation |
| Reports | Overview, Projects, Members, Tasks, Progress Tracking, and Time Reports |
| Common controls | Filters, search, grouping, date ranges, Include Archived Projects, export |
Which report should I use?
| Question | Report |
|---|
| How many teams, projects and members do we have, and what is overdue? | Overview |
| Which projects are late, at risk or unhealthy? | Projects |
| Which projects are off track and which are blocked? | Progress Tracking |
| How much did each person complete or leave overdue? | Members |
| Which tasks match a client, assignee or phase? | Tasks |
| Where did the time go? | Time Reports (below) |
Core reports
| Report | What it shows |
|---|
| Overview | Counts of teams, projects, members, active projects, overdue projects, unassigned members and members with overdue tasks, with a table of teams. |
| Projects | One row per project. Filter by team, status, health, category, client, manager and priority; group; choose columns. |
| Members | Tasks assigned, completed, overdue and ongoing per member for a date range. Exports to Excel. |
| Tasks | Tasks from all projects with filters, grouping, column choice and CSV or Excel export. |
| Progress Tracking | Percent complete, blocked tasks and delivery confidence per project. |
Time reports
| Report | Description |
|---|
| Timesheet | View daily and weekly time entries for all team members. |
| Projects | See total time logged per project with billable and non-billable breakdown. |
| Members | Review time logged by each team member across projects. |
| Estimate vs Actual | Compare estimated hours against actual logged time to improve future planning. |
| Time Logs | Browse all individual time log entries with full details, with date presets, filters and a grouped list. |
Controls you will see across reports
| Control | What it does |
|---|
| Filters | Narrow rows by team, project, status, client and similar fields. |
| Group by | Collect rows under a heading such as Status or Manager. |
| Show fields | Choose which columns appear. |
| Include Archived Projects | Add archived projects to the numbers. Progress Tracking leaves them out. |
| Export | Download the report. Available choices differ by report. |
Best practices
- Start at Progress Tracking for a health check, then drill into Projects or Tasks, because the first page flags where to look and the others explain why.
- Set the date range before reading Members numbers, since task counts depend on the selected window.
- Turn on Include Archived Projects only when you need history, because it changes the totals you are comparing.
