Accessing Reports
Navigate to Reports from the main menu to access analytics and exports.
Available Reports
Project Status
View overall project health:
Active projects count
Projects by status
Projects by timeline status (on track, at risk, delayed)
Task Analysis
Understand task distribution:
Tasks by status
Tasks by assignee
Overdue tasks
Completion trends
Activity Summary
Review team activity:
Activities by type
Activities over time
Most active projects
Filtering Reports
Customize report data by filtering:
Date Range - Select the time period
Projects - Include specific projects
Teams - Filter by team members
Status - Include specific statuses
Visualizations
Reports include various charts:
Bar charts
Line graphs
Pie charts
Tables with sortable data
Exporting Data
Export to PDF
Open the report
Click Export
Select PDF
Choose layout options
Download the file
Export to Excel
Open the report
Click Export
Select Excel
Download the spreadsheet
Scheduling Reports
Set up automatic report delivery (if enabled):
Open the report
Click Schedule
Set frequency (daily, weekly, monthly)
Add email recipients
Save the schedule
Best Practices
Regular Review
Check key reports weekly
Monitor trends over time
Act on concerning patterns
Stakeholder Reports
Create reports tailored to audience
Executives: high-level summaries
Teams: detailed task reports
Data Accuracy
Ensure data is up to date
Update task and issue statuses
Log activities consistently