Benefits

1. Create tailored reports for focused, data-driven insights.
   
2. Organize reports into folders for easy access and tracking.
   
3. Analyze data across multiple fields for an advanced overview.
   
4. Use Zia to obtain AI-driven insights.
   

Feature Availability: 

1. Predefined Reports within Projects are available in all plans.
   
2. Custom Reports and Report Folders are available in the latest user-based Premium and Enterprise plans.
   

Configure Filters, Charts and Insights

1. Click Reports in the left navigation panel.
2. Select Custom Reports from the drop-down.
   
3. Here, you will find Predefined Basic Reports and four Advanced Reports.
   
1. Basic Reports gives you the task count against five different criteria: Status, Milestone, Priority, Tags, Owner, or Completion Percentage.
   
2. Advanced Reports gives you owner-wise task count by Status, Priority, or Completion. You can also create Custom Task Report based on different criteria.
   
4. Click    and select a Chart Type. Plot the preferred fields as X and Y axis to create a custom report and click Apply.
   
5. Click    to customize your filter criteria and get the results accordingly.
   
6. Click Zia icon to get AI-driven insights.
   
7. Click on the Reports in the left panel to open the corresponding report.
   
   
   

Create a Custom Report

Add Report

1. Click Reports in the left navigation panel.
2. Select Custom Reports from the drop-down.
   
3. Click Add Report in the upper-right corner and enter the Report Name.
   
4. Select a chart type from the right panel.
   
5. Configure the Report Settings by selecting Module and Folder from the drop-down.
   
6. Select any field from the drop-down to plot the X and Y axis.
   
7. Select a field to group the report data.
   
8. Click Apply.
   
   
   

Clone Report

1. Click Reports in the left navigation panel.
2. Select Custom Reports from the drop-down.
   
3. Navigate to any report and click  .
   
4. Select Clone Report and confirm your action.
   

Edit/Delete Report

1. Click Reports in the left navigation panel.
2. Select Custom Reports from the drop-down.
   
3. Navigate to any report and click  
4. Select Edit Report to update the report name, modify the selected fields, and apply your changes.
   
5. To delete a report, select Delete Report from the context menu and confirm your action.
   

Move Report

1. Click Reports in the left navigation panel.
2. Select Custom Reports from the drop-down.
   
3. Navigate to any report and click  .
   
4. Click Move Report.
   
5. Select a Report Folder from the drop-down.
   
6. Click Update.
   

Note:  You can drag and drop a report to reorder or move it from one folder to another.

Export Report

1. Click Reports in the left navigation panel.
   
2. Select Custom Reports from the drop-down.
   
3. Click  and select Export Reports.
   
4. Enter export details in the export form.
   
5. Check the "Export with applied chart configuration" box, if you have not saved the report and want to export the custom report with applied or unsaved chart configuration.
   
6. Click Export.
   
7. Add password if you wish to password protect the export file. The custom report will be successfully exported with a download link. 
   

1. Export Reports with Chart configuration that are saved as well as just applied.
   
2. Schedule Export with Repeat Types; once, daily, weekly, and monthly.
   
3. View Schedule Export details and history.
   
4. Clone and Edit Schedule Exports.
   

File will be deleted after 15 days of export.

1. Go to Reports on the left navigation pane.
   
2. Select Custom Reports from the Reports drop-down and go to the specific report. If required, apply and save chart configuration, Plot options, Criteria and filters.
   
3. Click  on the right.
   
4. Enter details in the Export form.
   
5. Uncheck the box for "Export with applied chart configuration" or save the report to enable schedule export for the specific report.
   
6. Add or Create Filter Criteria if needed.
   
7. Toggle the Schedule Export option to schedule the export.
   
8. Enter a Schedule Name.
   
9. Select a Schedule Date.
   
10. Choose the repeat type; Once, Daily, Weekly, or Monthly.
    
11. Click Schedule.
    

Only saved reports can be scheduled for export.

1. Go to the Reports Tab. 
   
2. Click .
   
3. Select Export Reports. 
   
4. Go to the Manage Schedule button on the top right of the Export form.
   
5. Hover over the items and click .
   
6. Select Edit.
   

1. Go to the Reports Tab. 
   
2. Click .
   
3. Select Export Reports. 
   
4. Go to the Manage Schedule button on the top right of the Export form.
   
5. Hover over the items and click .
   
6. Select Delete.
   
7. Confirm your action in the dialogue box and click Delete.
   

1. Go to the Reports Tab. 
   
2. Click 
   
3. Select Export Reports. 
   
4. Go to the Manage Schedule button on the top right of the Export form.
   
5. Hover over the items and click .
   
6. Select Run Now.
   

1. Go to the Reports Tab. 
   
2. Click .
   
3. Select Export Reports. 
   
4. Go to the Manage Schedule button on the top right of the Export form.
   
5. Hover over the items and click .
   
6. Select Clone.
   
7. The Export Form will appear. Make necessary changes and click Export.
   

1. Go to the Reports Tab. 
   
2. Click .
   
3. Select Export Reports. 
   
4. Go to the Show Export History on the top right of the Export form.
   

1. Go to the Reports Tab. 
   
2. Click .
   
3. Select Export Reports. 
   
4. Go to the Manage Schedule button on the top right of the Export form.
   
5. Toggle the specific export item's status off/on.
   

The scheduler disables when the limit is reached. A maximum of 2000 schedule items can be toggled ON at once.

Add Folder

1. Click Reports in the left navigation panel.
2. Select Custom Reports from the drop-down.
   
3. Hover over  beside Add Report and select Add Folder from the drop-down.
   
4. Enter a Folder Name.
   
5. Click Save.
   
   
   

Edit Folder

1. Click Reports in the left navigation panel.
2. Select Custom Reports from the drop-down.
   
3. Navigate to any folder and click .
   
4. Select Edit Report to update the report name.
   

Delete Folder

1. Click Reports in the left navigation panel.
2. Select Custom Reports from the drop-down.
   
3. Navigate to any folder and click  .
   
4. Select Delete Report and confirm your action.
   
   
   

Note: A folder must be empty before it can be deleted. 

Create Report based on Custom View

Use Case:  A manager wants to track the billing status of all his approved time logs. To do this, they can select the “My Approved” predefined view under the Time Log module and generate a report to monitor which logs are billable or non-billable.

1. Click Reports in the left navigation panel.
2. Select Custom Reports from the drop-down.
   
3. Click on any module-level basic or advanced report.
   
4. Navigate to the view drop-down beside the Custom Reports drop-down.
   
5. Click on the preferred view.
   
   
   

Create Report from Project Template

1. Navigate to Projects tab in the left navigation panel.
   
2. Click Project Templates tab.
   
3. Create a New Project Template or access an existing template.
   
4. Within the template, click on the Reports tab in the top band.
   
5. Click Add Report in the upper-right corner and enter the Report Name.
   
6. Select a chart type from the right panel.
   
7. Configure the Report Settings by selecting Module and Folder from the drop-down.
   
8. Select any field from the drop-down to plot the X and Y axis.
   
9. Select a field to group the report data.
   
10. Click Apply.

KPI Customizations

1. Create a new report or navigate to an existing one.
   
2. Under Plot Options in the right panel, remove the existing value configured in the X-axis.
3. Select a KPI in the Y-axis to plot the report.
   
4. Click Apply.
   
1. A new option called KPI Customizations appears.
   
5. Under KPI Customizations, select a unit, alignment, and a decimal place to display along with the KPI.
   
6. Click Apply and Save the report.