Nifty’s all-new Reporting Dashboard lets you create custom report widgets that visualize your project data in real time. With flexible data types, chart options, and custom series, you can build the exact reports you need for tracking performance, forecasting, and decision-making.
Report Data Types
Nifty reporting supports three core data types, each designed to capture and express information differently.
1. Historical Data Reporting
Definition: Past data captured and logged daily (end-of-day snapshot).
Purpose: Trend analysis, performance review, forecasting, compliance.
Examples:
Tasks completed by day over a given period.
Custom Field values logged daily.
Story Points completed each day.
2. Live Data Reporting
Definition: Real-time data as it currently appears in your project.
Purpose: Immediate monitoring, decision-making, resource balancing, fast response.
Examples:
Open tasks by status, assignee, or tag.
Distribution of Custom Field values.
3. Activity Data Reporting
Definition: Data captured by actions/events, not time intervals (per-action logging).
Purpose: Analyze key activities and system changes over time.
Examples:
Volume of tasks created or completed per day.
Story Points assigned per day.
Custom Field values added.
Activity vs. Historical Data
While both look at past events, they differ in how data is recorded:
Activity Data: Logs each action taken throughout the day.
Historical Data: Records the end-of-day total snapshot.
Example:
Q: “How many tasks were completed each day?” → Activity Data.
Q: “How many tasks were marked complete by the end of each day?” → Historical Data.
If 3 tasks were completed Monday and 0 Tuesday:
Activity Data → Monday = 3, Tuesday = 0.
Historical Data → Monday = 3, Tuesday = 3 (cumulative).
📌 Note: Historical and Activity data collection began August 11th, 2025. Events before that date will not appear in Historical or Activity sets.
Report Chart Types
Your insights are only as powerful as how you visualize them. Nifty offers multiple chart types to match your reporting needs:
Pie Chart
Available for: Live & Historical Data
Best for:
Task distribution (by status, tag, custom field).
Story Point allocations.
Line Chart
Available for: Activity & Historical Data
Best for:
Tracking completed tasks or Story Points over time.
Monitoring task assignments per individual.
Charting growth metrics (e.g., sales over months).
Bar Chart
Available for: Activity & Historical Data
Best for:
Comparing frequency of actions on specific days.
Tracking activity volumes side by side.
Area Chart
Available for: Activity & Historical Data
Best for:
Showing trends with emphasis on magnitude.
Revenue or performance growth visualization.
Stacked Area Chart
Available for: Activity & Historical Data
Best for:
Comparing contribution of multiple series over time.
Resource usage breakdown.
Table
Available for: Activity, Live & Historical Data
Best for:
Presenting exact values (e.g., financials, KPIs).
Segmenting tasks by specific attributes.
Number Chart
Available for: Activity, Live & Historical Data
Best for:
Showing critical single values (open tasks, completed tasks, Story Points).
Aggregations (sum, average, min/max).
Creating a Custom Report
Custom Reports are built directly on a project’s Dashboard.
Add Widget: On the Dashboard screen, click + Add Widget → select Report Widget.
Note: If you do not see a Dashboard screen across your project module header, check to see if the screen has been disabled or renamed.
2. Select a Template or Create Custom Report: Hover over a report template to Select and edit, or begin creating your own report in the righthand sidebar.
3. Select Data Type: Choose Activity, Live, or Historical (see above for differences).
4. Set Date Range: (for Historical/Activity data).
5. Apply Filters: Narrow data by status, assignee, tags, etc.
Adding a Data Series
1. Select a resource type/activity.
Use the dropdown to choose the data input. (See reference table later for full list.)
2. Name the series and choose a color.
This adds context and helps differentiate your data visually.
3. Select an aggregate.
Choose the metric your chart will display (count, sum, average, etc.). (See aggregation table later.)
4. View your chart.
Your data will automatically graph based on your configuration.
Adding & Removing Additional Series
The Add series button below the lowermost configuration will allow you to add more data into this chart. You can use the Remove button to eliminate data from the chart.
Saving and Managing your Chart
1. Name your chart.
If you haven’t already, give your chart a name.
2. Save your chart.
Click Save Chart to add it to your Dashboard.
3. Manage your chart.
Once saved, you can:
Drag & drop to reposition.
Edit using the pencil icon.
Expand/collapse with the arrows icon.
Delete with the X icon.
Downloading a Chart
Hover over the chart.
The Download option will appear.Download as PNG.
Click to save the chart as a.pngimage file.
Reporting Reference Tables
The below tables display your many reporting options to help you plan the exact report you're trying to build.
Data Type Activity Inputs
Below are the data expression for each of the data sets.
Activity Data | Historical Data | Live Data |
Task created | Task created | All open tasks |
Task completed | Task completed | All completed tasks |
Task uncompleted | Task uncompleted | All tasks |
Task archived | Task archived |
|
Task unarchived | Task unarchived |
|
Task project updated | Task project updated |
|
Task due date updated | Task due date updated |
|
Task start date updated | Task start date updated |
|
Task reminder updated | Task reminder updated |
|
Task story points updated | Task story points updated |
|
Task status updated | Task status updated |
|
Task list updated | Task list updated |
|
Task recurring updated | Task recurring updated |
|
Task label added | Task label added |
|
Task label removed | Task label removed |
|
Task assignee added | Task assignee added |
|
Task assignee removed | Task assignee removed |
|
Task goal added | Task goal added |
|
Task goal removed | Task goal removed |
|
Task dependency updated | Task dependency updated |
|
Task field updated | Task field updated |
|
Task parent task updated | Task parent task updated |
|
Data Aggregation Options
Below are the aggregation options of the different aggregation types.
# Count | # Story Points | 🕒 Tracked Time | Custom Field (numeric) |
Count | Sum | Sum | Sum |
| Average | Average | Average |
| Min | Min | Min |
| Max | Max | Max |
Questions, Issues, and Requests around Reporting
Have you come across an issue or would like to request a feature for a future reporting update? We encourage you to place a submission via this form for us to review!