Within Teamwork Projects, you can generate a range of different reports across all areas of your project.

Project Report

The Project Report is available from the Overview section of your project. Click the options (three dots) button near the top right, and select 'Project Report' from the dropdown menu:


The project report is designed to give you an overview of all items within your project, including milestones, task lists and tasks.

  • Task lists associated with a milestone will be grouped together.
  • Milestones - You will see the milestone name, description, due date, who is responsible, status, number of days late, date completed
  • Tasks - You will see the task name, description, start date, due date, assigned, date created, priority progress, status, estimated time, logged time, billable time.
Tasks are colour coded to indicate if the item is completed, active or late:


The project report can be exported as a PDF.

Activity Export

In the project's Overview section, you can also export a copy of all activity on the project.

At the bottom of the Activity tab, you will see an option to 'Export all to Excel':

The activity export is a report listing all the activity happening across items on your project, that you can see in the Overview tab.

Task Lists Report

You can create a report of all task lists in your project.

In the Tasks area of your project, you will see a Reports section in the left pane, with an option for a 'Task Lists Report':





The Task Lists Report is a report on all the tasks in that project. You can filter which tasks are shown in the report from the Which Tasks tab:

  • Tasks Assigned To - all users, unassigned, specific user
  • Type of tasks to show? - all tasks, completed tasks, incomplete tasks
  • Date Range? (due date) - any, today, tomorrow, next 7 days, next 14 days, next 30 days, between dates
  • Include Overdue Tasks? - yes or no
  • Include Tasks Without a Due Date? - yes or no
  • Ignore Start Dates? - yes or no
  • Group by Task List? - yes or no
  • How should the tasks in each list be sorted? - as displayed on website, by due date, by task name, by priority, by person assigned to
Include Options:

  • Logged Time
  • Estimated Time
  • Comments
    • Comments cannot be included in the Excel export
  • Private Items
You can export the report in PDF or Excel format.

Task List Report

Within your project, you can generate a report of all tasks in a particular task list.

Click the dropdown to the left of the task list's name. Hover over 'Reports' and you will see the 'Task List Report' option:




You can filter which tasks are shown in the report from the Which Tasks tab:
  • Tasks Assigned To - all users, unassigned, specific user
  • Type of tasks to show? - all tasks, completed tasks, incomplete tasks
  • Include Overdue Tasks? - yes or no
  • Include Tasks Without a Due Date? - yes or no
  • Show as List or Grid
  • How should the tasks in each list be sorted? - as displayed on website, by due date, by task name, by priority, by person assigned to
Include Options:

  • Logged Time
  • Estimated Time
  • Comments
    • Comments cannot be included in the Excel export
  • Private Items
You can export the report in PDF or Excel format.

Task List Time Report

The Task List Time Report shows how much time has been estimated and logged on tasks in the specific task list. 
Click the dropdown to the left of the task list's name. Hover over 'Reports' and you will see the 'Time Report' option:
 



The Task List Time Report can be exported to CSV or Excel.

Task Report

You can generate a printable version of an individual task in your project, which will include all time logged, comments and activity for the task.

In the Tasks area of your project, click on the task's name to open the task details page. From there, click the Options (three dots) button and select 'Printable Version' from the dropdown menu:


You can choose PDF or HTML for the printable version.

Time Report

In your project's Time tab, you can generate a report of all time entries for your project.

Click the options (three dots) button in the top right corner. Hover over 'Export' in the dropdown, and you will see the export options:


If you have filters applied in the Time area before exporting, only those items will be included in the report.

FIlter options:

  • User or company
  • Date
  • Tags
    • Time logs with the selected tag(s)
    • Time logged on tasks with the selected tag(s)
  • Billable and/or non billable
  • Invoiced and/or non invoiced
  • Custom columns - choose which columns to include in the report
    • Date, project, who logged time, description, tags, attached task list, start/end time, billable, billed, time taken, hours taken, estimated time.
You can export the report to Excel, PDF or CSV.

Milestone Report

You can generate a report for the milestones on your project.

Click the Options button near the top right corner of the list in the Milestones tab. Hover over 'Export' and you will see the export options:


You can use the advanced filters in the Milestones tab to first filter what you want to include in the export.

Export Options:
  • PDF (Calendar) - export milestones in a calendar view
  • PDF (Agenda) - export milestones in a list view
    • This report also includes any task lists attached to the milestones, as well as the corresponding milestone completion percentage
  • Excel file exports a list of all Milestones and their details.
  • iCal feed creates a Webcal link which you can add to your external calendar so that Milestones from this project will appear in your external calendar.
Note: The milestone report can also be generated for your archived projects.

Risks

A risk register is where you plan what your response will be if a risk materialises into an actual issue. 

Click the options (three dots) button near the top right of your project's Risks tab. Hover over 'Export' to see the export options available:


You can use the advanced filters in the Risks tab to first filter what you want to include in the export.

You can export the Risks Report to Excel and PDF.

Links

You can export a list of links from your project. You can choose to export all links from the project, or from a particular category you have created.

Click the options (three dots) button near the top right of your project's Links tab, and select 'Export Links' from the dropdown menu:




The Links report can be exported to Excel.

People

You can export a list of all users and contacts on a particular project, along with their details.
In the project's People tab, click the options (three dots) button in the top right, and select 'Export to Excel' from the dropdown menu:



The people report can be exported to Excel.

For more information see: Everything section - All options