> For the complete documentation index, see [llms.txt](https://docs.kaana.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.kaana.com/product/managing-projects/reports-overview.md).

# Reports Overview

Copyright (c) 2023, Intercom, Inc. (<legal@intercom.io>) with Reserved Font Name "Inter". This Font Software is licensed under the SIL Open Font License, Version 1.1.

## Reports Overview

Reports help you analyze project data, track progress, and share information with stakeholders.

### Accessing Reports

Navigate to **Reports** from the main menu to access analytics and exports.

### Available Reports

#### Project Status

View overall project health:

* Active projects count
* Projects by status
* Projects by timeline status (on track, at risk, delayed)

#### Task Analysis

Understand task distribution:

* Tasks by status
* Tasks by assignee
* Overdue tasks
* Completion trends

#### Activity Summary

Review team activity:

* Activities by type
* Activities over time
* Most active projects

### Filtering Reports

Customize report data by filtering:

* **Date Range** — Select the time period
* **Projects** — Include specific projects
* **Teams** — Filter by team members
* **Status** — Include specific statuses

### Visualizations

Reports include various charts:

* Bar charts
* Line graphs
* Pie charts
* Tables with sortable data

### Exporting Data

{% stepper %}
{% step %}

### Export to PDF

* Open the report
* Click **Export**
* Select **PDF**
* Choose layout options
* Download the file
  {% endstep %}

{% step %}

### Export to Excel

* Open the report
* Click **Export**
* Select **Excel**
* Download the spreadsheet
  {% endstep %}

{% step %}

### Scheduling Reports

Set up automatic report delivery (if enabled):

* Open the report
* Click **Schedule**
* Set frequency (daily, weekly, monthly)
* Add email recipients
* Save the schedule
  {% endstep %}
  {% endstepper %}

### Best Practices

#### Regular Review

* Check key reports weekly
* Monitor trends over time
* Act on concerning patterns

#### Stakeholder Reports

* Create reports tailored to audience
  * Executives: high-level summaries
  * Teams: detailed task reports

#### Data Accuracy

* Ensure data is up to date
* Update task and issue statuses
* Log activities consistently

***

Related Articles

* [Activities Overview](/product/managing-projects/projects-overview/activities-overview.md)
* [Issues Overview](/product/managing-projects/projects-overview/issues-overview.md)
* [Exporting Data](broken://pages/27619e790322536217f818d05db8b540117c1094)
* [Kaana Advisor (KAI)](broken://pages/5aa5993725478944ce04d217d9b0d4056185feb2)
* [Health Assessments](broken://pages/18d7dd16e895e6422419fb0683f6e7390dddd801)

<details>

<summary>Did this answer your question? 😞😐😃</summary>

If you'd like to provide feedback or need more help, please update your question or reach out through your support channels.

</details>


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.kaana.com/product/managing-projects/reports-overview.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.