Universal Reporting is available to users on a Premium Plan and allows you to consume and translate data in a visual, easily digestible format. With Universal Reporting,  aligning your teams around clear objectives and prioritizing the right work is easy, as well as getting an accurate picture of what is happening in your team. Individuals across every level of your organization can combine charts in dashboard views to get a quick overview of metrics they care about most. 

Reporting Overview


To access the Reporting feature, scroll down on your left navigation bar and click Reporting

Dashboard view

Once you click Reporting you will be brought to a dashboard hub where you can view:

  1. Any dashboards you have created
  2. Any dashboard that have been shared with you (view-only)
  3. You can also favourite dashboards for easy access
  4. You can also click Add Dashboard to create a new Dashboard
  5. And rename or delete dashboards from this view



To add a Chart to a new or existing Dashboard click Add Chart

  • You can then either choose a preset chart option from the template library, or choose to make your own by clicking Add custom chart
  • You will then be brought to the Report on stage

Creating a Chart on tasks

screen of report on tasks

Once you click to Add Chart select Report on Tasks.

screen of include tasks from

You can include tasks from:

  • An organization
  • Teams
  • Portfolios
  • Projects owned by a specific person(s)
  • An Ad-hoc selection of projects

Creating a Chart on projects

Creating charts on project metadata is available to all Business, and Enterprise customers.

screen of report on project

To create charts on project metadata select Report on Projects.

screen of report on project owner

Click Add Chart and select the project you would like to report on. You can include projects from:

  • Owner
  • Custom Field
  • Status
  • Portfolio
  • Team
  • Project

screen of measurement

You can measure either by project count or numeric custom field.

Group by project count when you want to compare numeric custom field values.

Chart Customizations 

Once you have selected the project you want to report on, you can create or customize your chart. 

Chart Customization 1

To Customize your Chart: 

  1. Select the Chart Format by clicking on one of the Chart types in the right corner
  2. You can select the Color by by clicking the Color button in the top right corner 


You can customize the X Axis Groupings by:

  1. Assignee
  2. A Custom Field 
  3. Task Type 
  4. Completion Status
  5. Task Status

You can only group global custom fields, which are custom fields that are shared across projects 


You can customize the Y Axis Groupings by:

  1. Task Count
  2. The Sum or the average of any global numeric custom field. For example: A global field to track hours

Donut Charts cannot use average as their measure, as the numbers need to be parts of a whole 


You can also use Filters to customize your charts. You can Filter by:

  1. Subtask: Choose if you want to exclude or only see subtasks in your chart 1. Assignee
  2. Custom Field 
  3. Date: This can be Creation, Completion or Due date 
  4. “Projects in” field
  5. Completion Status 
  6. Task Status 
  7. Task Type 

Add Chart

From Chart Customizations you can click to:

  1. Create to save this chart to your dashboard
  2. Cancel to exit the chart creation mode

Dashboard Interactions

Dashboard Interactions

To reorder a chart on your Project Dashboard:

  1. Hover over the Menu and click to delete
  2. You can click and drag charts to reorder 

You can also click on any segment of the charts you have access to,  to view any underlying data. 

Sharing Dashboards

By default all dashboards are private to the owner of the dashboard. 


To change the privacy setting on your dashboard:

  1. Click the share button on top of the dashboard page
  2. You can then select to share this dashboard with members of your team 


When a collaborator views a shared dashboard they have Read Only access. Charts will appear the same to anyone who views the dashboards, and reflect the permissions of the dashboard creator

When clicking into a chart segment, any collaborators will only see the underlying data that they have access to

Admin Settings to disable

Admins have the option to turn off Universal Reporting at the domain level in the admin console.  If Universal Reporting is turned off then users will not see the Reporting tab

If you do not see the Reporting tab and think this is a mistake, contact your admin to talk about enabling it

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