Universal reporting

Universal reporting allows you to consume and translate data in a visual format. People in your organization can combine charts in dashboard views to get a quick overview of the metrics they care about most. With universal reporting, getting an accurate picture of what is happening in your team is easy, helping you align your team around clear objectives and prioritizing work.

Creating dashboards

Click Reporting on your sidebar.

From here, you can:

1. View dashboards you've created
2. View dashboards shared with you (view-only)
3. Click the three dot icon to set a color and icon, share, delete, edit your dashboard
4. Click Add Dashboard to create a new dashboard

Charts

To add a chart to a new or existing dashboard, click Add chart.

You can choose a preset chart or create a custom chart.

Reporting on tasks

1. Click on Add chart.
2. select Report on tasks.

 

You can include tasks from:

• An organization
• Teams
• Portfolios
• Projects owned by a specific person(s)
• An Ad-hoc selection of projects

Customizing your chart 

To customize your chart: 

1. Click the Chart style drop-down menu
2. Choose a color
3. Select a new chart type
4. Click Save 

You can customize the X-Axis groupings by:

• Assignee
• Creator
• Time added by*
• Custom field
• Task type
• Task status
• Project
• Time period

For time period, the clock starts when the time custom field is added to the task and stops when either the task is completed or the time custom field is removed from the task.

You can only group global custom fields. 

You can customize the Y-Axis groupings by:

• Task count
• Time: Measure how long it takes for a task to be completed after creation.
• Time entry*. You can choose between Actual time and Estimated time.
• The sum or the average of any global numeric custom field. For example, a global field to track hours.

*Time added by and Time entry will only become available when you've added time tracking fields to your project.

You can use filters to customize your charts. You can filter by:

• Assignee
• Creator
• Time added by*
• Custom field
• Subtask: Choose if you want to exclude or only see subtasks in your chart 
• Date: This can be creation, completion, or due date 
• Exclude tasks from portfolios, projects owned by, or specific projects
• Task completion status
• Task status

Donut charts

Donut charts cannot use averages as their measure, as they are designed to show the proportions or percentages of a whole. Each data point in a donut chart represents a part of the total, and the chart is divided into segments to illustrate these parts. Since averages represent a central tendency or an arithmetic mean, they don't inherently represent parts of a whole.

If a task is multi-homed across multiple projects and a chart is then grouped by project, the task will be counted separately for each associated project. This means the task will be double-counted, as it will contribute to the count of each project it belongs to.

The task count shown in a donut chart (the number in the middle) will include these duplicate tasks, as multi-homed tasks will be accounted for more than once in this number.

Reporting on actual time by assignee and by time contributor

You can create charts and dashboards for actual time, grouped by task assignee or person who added actual time. This allows you to see how much total time a specific user recorded across tasks (as the assignee or contributor).

Reporting by time contributor

You can use the time contributor filter called Time added by when Actual Time is selected from the Y-axis drop-down. Available in all dashboards, including project, portfolio, and universal reporting.

To report by time contributor:

1. Click Time entry and choose Actual time from the Y-axis drop-down.
2. Choose Time added by from the X-axis drop-down (this will appear as an option once you have selected Actual time from the Y-axis drop-down.

You can also use this as a filter. Filter by time contributor by selecting Time added by from the filter drop-down.

From chart customizations, you can click on:

1. Cancel to exit the chart creation mode
2. Create to save this chart to your dashboard

Reporting on projects

Creating charts on projects will allow you to understand, track, and compare important data across projects, portfolios, and teams.

To create charts on project metadata, select Report on Projects.

Click Add chart and select the project you would like to report on. You can include projects from:

• An organization
• Teams
• Portfolios
• Project owners
• Specific projects

You can measure either by project count or numeric custom field.

Group by project count when you want to compare numeric custom field values.

Reporting on goals

Creating charts on goals will help you track their performance across your organization and provide insights into their health.

To create charts on goal metadata, select Report on Goals.

From Goal type, you can select:

• All goals
• Company goals
• Team goals

For the X-axis, you can choose between:

• Status
• Owner
• Team
• Goal time period

If you select Goal time period, you can view per quarters, halves, years, and all.

You can also use filters to customize your charts. You can filter by:

• Goal owners
• Team
• Sub-goals
• Goal status
• Time period

Reporting on portfolios

Within universal reporting, you can create charts based on portfolio metadata, meaning you can report on portfolios, tasks, projects, and goals.

Creating a portfolio chart

When creating a portfolio chart, you need to pick where portfolios should be included and can choose from the following options:

• Entire domain
• Portfolio owner
• Portfolios in
• Specific portfolios

Customizing your portfolio chart

You can customize the X-Axis groupings by:

• Portfolio owner
• Portfolio status
• Portfolio 
• Specific portfolio
• Custom field 

You can customize the Y-Axis groupings by:

• Portfolio count
• Custom fields  (numeric fields only)

You can filter by:

• Portfolio status
• Portfolio owners
• Date
• Custom fields

Dashboard interactions

1. Hover over the chart and click the three dot icon to remove or duplicate it
2. Click and drag the charts to reorder 

You can also click on any segment of the charts you have access to, to view relevant underlying data.

Sharing dashboards

By default, all dashboards are private to the owner of the dashboard. 

To change the privacy setting on your dashboard:

1. Click Share
2. You can share this dashboard with members of your team
3. You can remove members from the dashboard or set a new dashboard owner 

When collaborators view a shared dashboard, they have Read Only access. Charts will appear the same to anyone who views the dashboards and reflect the permissions of the dashboard creator.

When clicking into a chart segment, collaborators will only see the underlying data that they have access to.

Admin settings to disable

Admins can turn off universal reporting at the domain level in the admin console. If universal reporting is turned off, users will not see the Reporting tab.

If you do not see the Reporting tab and think this is a mistake, contact your admin to talk about enabling it.