Reporting

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 the metrics they care about most. 

Reporting overview

Reporting

To access the Reporting feature, scroll down on your sidebar and click on Reporting

Dashboard view

Once you click on Reporting, you will be brought to a Dashboard hub where you can view:

  1. Any Dashboards you have created
  2. Any Dashboard that has been shared with you (view-only)
  3. You can also favorite 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

Charts

Charts

To add a chart to a new or existing Dashboard click on Add chart

  • You can choose a preset chart option from the template library or choose to make your own by clicking on Add custom chart
  • Here, you can select the work you'd like to report on

Creating a chart on tasks

screen of report on tasks

Once you click on 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.

Creating charts on projects will allow you to understand, track, and compare important data across projects, Portfolios, and teams.

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:

  • An Organization
  • Teams
  • Portfolios
  • Project Owners
  • Specific projects

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. Go to Chart style and click on the drop-down menu
  2. Here, you can select the color of your chart
  3. You can also select a new chart type
  4. Click Save to save any changes you have made

X-axis

You can customize the X Axis Groupings by:

  • Assignee
  • Creator
  • Custome Field
  • Task type
  • Task status
  • Project
  • Time period

The ability to group by Time period is only available for tasks and to all Business and Enterprise customers.

You can only group global Custom Fields, which are Custom Fields that are shared across projects. 

Y-axis

You can customize the Y Axis Groupings by:

  • Task count
  • Time to complete. This will allow you to measure how long it takes for a task to be completed after creation.
  • The sum or the average of any global numeric Custom Field. For example, a global field to track hours.

The ability to group by Time to complete is only available for tasks and to all Business and Enterprise customers.

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

Filter

You can also use filters to customize your charts. You can filter by:

- Assignee

  • Creator
  • Custom Field
  • Subtask: choose if you want to exclude or only see subtasks in your chart 
  • Date: this can be Creation, Completion, or Due date 
  • Exclude tasks from Portfolios, Projects owned by, or Specific projects
  • Task completion status 
  • Task status 

Add Chart

From chart customizations, you can click on:

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

See this article to learn more about the types of charts and potential use cases for each.

Dashboard interactions

Dashboard Interactions

To reorder or delete a chart on your project Dashboard:

  1. Hover over the Dashboard and click the three dot icon to delete it
  2. Click and drag the 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. 

Share

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 

Collaborator

When collaborators view 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 can turn off Universal Reporting at the domain level in the Admin Console. If Universal Reporting is turned off, 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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