Reports

Reports are a snapshot of Project Dashboards that can be shared via email or PDF to other Users or management on a team.

With a Report, you can organize specific metrics & chart configurations and schedule Reports to tailor communication effectively on your timetable.

An example of the Reports homepage.

Interacting with Reports

Reports are displayed in a table view and are separated between private and public Reports. They can also be filtered for specific criteria, edited, customized, scheduled, deleted, or made private and public.

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Creating Reports

Learn how to create your very own Report here!

Public & Private Reports

Learn the difference between Public & Private Rpeorts in this section.

Scheduling Reports

Learn how scheduling Reports helps keep information flowing.

Filtering Reports

Filter your Reports to find information quickly.

Deleting Reports

Learn how to delete unneeded Reports in this section.

Saving Reports as PDFS

Learn how to save Reports as PDFs here.

Sharing links to Reports

Learn how you can share links to the Reports you've made.

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To begin, let's create a few Reports to get a feel for the process. Click "Next" to continue.