Reports

Reports turns your workspace data into charts and downloadable reports. The Dashboards page shows key figures and charts for a date range you choose, the last 30 days by default: throughput, velocity per week, cumulative flow, open work by column, overdue tasks, time tracked, the people with the most open tasks and goal progress. Report Center builds pre-made reports as CSV or Excel files in your browser, and the custom report builder lets you assemble your own.

• Throughput per day, velocity per week and cumulative flow charts for the date range you pick
• Key figures for the range: tasks completed, average daily throughput, open tasks and overdue tasks
• Open work by board column, time tracked per day, the five people with the most open tasks, and a summary of goals
• Download the data behind a chart as CSV, or download pre-built reports from Report Center as CSV or Excel files

• The charts on the Dashboards page are computed on your device from up to 1000 tasks, so they are instant but can undercount a very large workspace. The downloadable reports read every active task; archived and deleted tasks are left out.
• Days are counted in the time zone of your device. Time entries are fetched for the range as whole UTC days, so an entry close to midnight can land on a neighbouring day.

1. 1Open Reports from the sidebar.
2. 2Choose a date range at the top of the page. The default is the last 30 days.
3. 3Read the figures and charts on Dashboards and use the CSV button beside a chart to download its data, or open Report Center or the custom report builder.

Why does a Reports figure differ from a Dashboard tile?

Reports counts tasks inside the date range you picked, such as tasks completed in the range, while the Dashboard tiles describe the current state, such as tasks open now or due today. They also read different numbers of tasks: up to 1000 in Reports and 500 on the Dashboard.

Do the date filters use my timezone or UTC?

The charts group days in the time zone of your device. The time entries behind the time tracked chart are fetched for the range as whole UTC days, so an entry close to midnight can land on a neighbouring day.

Why is a report instant when a query over the same data would not be?

The charts on the Dashboards page are computed on your device from the copy of your tasks held there, not by the server. The trade is the row cap: they see up to 1000 tasks. The downloadable reports page through every active task, which can take longer.

What counts as inactive in the Inactive Members report?

A member with no task activity in the last thirty days of the range you selected. Activity means a task assigned to them being created, updated or completed, which is the signal the workspace itself carries. Somebody who has been reading rather than writing will appear here.

Why is a column in my downloaded report empty in every row?

A few columns describe data that does not reach the reporting screen: tracked time carries no member or project, a goal carries no owner or target, and the CRM, contract, session, audit and billing reports are built from workspace task evidence rather than from those systems directly. Those columns are left empty on purpose, because a plausible-looking number would be worse than a blank one.