Creating Custom Reports
Build custom reports to track metrics and gain insights into your work.
Accessing Report Builder
- Navigate to Reports → Create Report
- Choose a report type
- Select data sources
- Configure visualizations
- Save and share
Report Types
Summary Reports:
- High-level overview
- Key metrics
- Trend indicators
Detailed Reports:
- Granular data
- Filterable tables
- Export capabilities
Dashboard Reports:
- Multiple visualizations
- Real-time updates
- Interactive widgets
Available Metrics
- Project completion rates
- Task velocity
- Time tracking
- User activity
- File storage usage
- API usage
- Team performance
Visualizations
Choose from:
- Charts: Line, bar, pie, area
- Tables: Sortable, filterable data grids
- Metrics: Single number displays
- Gauges: Progress indicators
- Heatmaps: Activity over time
Filters and Grouping
Refine your data:
- Date ranges
- Project or team
- User or role
- Status or priority
- Custom fields
- Tags
Scheduling Reports
Automate report delivery:
- Open your report
- Click "Schedule"
- Set frequency (daily, weekly, monthly)
- Choose recipients
- Select format (PDF, CSV, Excel)
- Save schedule
Sharing Reports
Share with:
- Specific team members
- Public link (view-only)
- External stakeholders via email
- Embedded in other tools
Export Options
Export as:
- PDF with visualizations
- CSV for raw data
- Excel with formatting
- JSON via API
Comments
0 comments
Please sign in to leave a comment.