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

1

Export to PDF

• Open the report

• Click Export

• Select PDF

• Choose layout options

• Download the file

2

Export to Excel

• Open the report

• Click Export

• Select Excel

• Download the spreadsheet

3

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

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

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Related Articles

• Activities Overview

• Issues Overview

• Exporting Data

• Kaana Advisor (KAI)

• Health Assessments

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