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 metrics they care about most. 

Reporting Overview

Reporting

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

Charts

Charts

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

  1. You can then either choose a preset chart option from the template library, or choose to make your own by clicking Add custom chart
  2. You will then be brought to the Select Project stage

Creating a Chart

Creating a Chart

Once you click to Create Chart you will need to select the project you would like to report on.  You can choose from 

  1. Projects in teams 
  2. Projects in portfolios
  3. Projects owned by a specific person(s)
  4. An Ad-hoc selection of projects
  5. All data you have access to, which includes any public projects or private projects you are a member of.

You can edit this project selection at any point before or after saving the chart. 

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 

X-axis

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 

Y-axis

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 

Filter

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. 

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 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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