As the old saying goes: "What gets measured, gets improved". The good news is you have quite a few options as far as what can be measured and downloaded as a report in Nifty!
You can think of reports in Nifty in two ways, Project Insights, and Team Insights. Certainly there's some overlap between the two here, so let's think of a couple use cases.
If you're looking to present a report to a client or a manger based on a project's roadmap progress, tracked time, or task completion you're looking for a Project Report. Some of these reports will contain user-based insights, but they're all found on the project level.
If you're looking to see how your team is performing across the many projects that they're a part of, you're looking for a Workspace Report. Workspace Reports will still include project-specific data, but are found outside of projects.
Project Reports
Project Reports are an excellent way to track the progress of a specific project in a multitude of ways. Here are some of the reports you can download on a project level:
Milestone Report - A snapshot of Milestone statuses within your project
Export Options: CSV & PDF
Reported Data: Milestone (name), Progress (percentage), Open Tasks (count), Completed Tasks (count), Milestone Start Date, Milestone End Date
Location: Milestones module of a project
Task Report - A snapshot of open tasks within your project
Export Options: CSV and PDF
Reported Data: Name (of the task), Assignees (separated by " , " ), Due Date, Status (Task List), Milestone (if the task is tied to a Milestone), [Custom field name] (input)
Location: Tasks module of a project
Note that you can also view your Task report within Nifty.
Time Report - Timestamps of tracked time on tasks within your project
This report has a customizable date range.
Export Options: Print, PDF, & CSV
Reported Data: Project (name), Task (name), User (who tracked time), Date, Start (beginning of tracked time), End (end of tracked time), Duration (amount of time tracked in this session), Notes (indicates if this time stamp was edited)
Location: Project Options Menu, Home Widget, Task level (for a report on a specific task)
Master Workspace Reports
Insights that go beyond a single project are Workspace Reports and are great for assessing departmental performance, portfolio health, and teammate productivity. Its important to note that you will not be able to access data in your reports that you would not otherwise have access to on the project level.
You can access Workspace reports via the Reporting section of Nifty in the top left of your sidebar. If you do not see the Reports section, this is because your Workspace Role is not granting access to this section.
Overview Report - A snapshot of all Milestone statuses across your workspace
Export Options: CSV and PDF
Reported Data: Portfolio (name), Project (name), Milestone (name), Progress (percentage), Open Tasks (count), Completed Tasks (count), Milestone Start Date, Milestone End Date
Location: Overview
Project Progress Report - A percentage report of project completion and as well as total tracked time
Export Options: CSV and PDF
Reported Data: Project (name), Progress (percentage), Start Date (date), End Date (date ), Total Tracked Time (time)
Location: Overview
Workloads Report - An extensive report of completed tasks and associated resources
This report has a customizable date range.
Export Options: CSV
Reported Data: Task ID, Task Name, Task Group (list), Project (name), Assignees, Story Points, Start Date, Due Date, Completion Date, User Who Completed, Total Tracked Time
Location: Workloads
User-based Time Report - User-specific tracked time across projects
This report has a customizable date range.
Export Options: Print, PDF, & CSV
Reported Data: Project (name), Task (name), User (who tracked time), Date, Start (beginning of tracked time), End (end of tracked time), Duration (amount of time tracked in this session), Notes (indicates if this time stamp was edited)
Location: User Profile
