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Generating Visual Task Reporting Dashboard
Generating Visual Task Reporting Dashboard

Generate dashboard-style task reports based on the filters you set for your task.

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Written by Team
Updated over 2 months ago

Generate and Export Visual Reports

Create and export visual, dashboard-style reports across All Tasks, My Tasks, and your project's Task screen, based on filters set in your current view.

This report includes:

  • Open and Completed Tasks: Overview of task statuses.

  • Distribution of Tasks by Status: Breakdown of tasks across different statuses.

  • Distribution of Tags: Insight into task organization by tags.

  • Task Distribution by Project Members: View of task assignments per member.

  • Distribution of Dropdown Custom Fields: Analysis of tasks with custom dropdown selections.

  • Summary of Budget, Number, and Currency Fields: Calculations and averages.

  • Summary of Story Points: Overview and average story points assigned to tasks.

Any updates to your View, such as modifying columns in List View, will automatically update your report.


Accessing Your Project Task Report

You can view your report by selecting the Report option from the Task layout dropdown menu.


Generating Your Report

Once you select the Report option, your report will automatically generate based on the current filters and view settings. No additional steps are required, and the data will reflect your most up-to-date task organization and progress.

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