> 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

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## 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)

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