Within Teamwork, you can generate a range of different reports for individual project and across multiple projects on your site.


Project report

You can generate a project report via the project details panel on the left of the project's Dashboard tab.

The project report is designed to give you an overview of all items within your project, including milestones, task lists and tasks. Tasks are color-coded to indicate if the item is completed, active or late.

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Activity export

In the Activity subsection of a project's Dashboard area, you can view and export a report of activities on the project.

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

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Task lists report

You can also create a report of all task lists in an individual project via the options menu in the top right of a project's List or Table area.

The task lists report is a report based on tasks across all task lists on the project.

  • In the report modal, you can refine which tasks are included based on assignee, task status, and date.
  • Format - export as PDF, Excel, or CSV.
  • You can also specify whether to include logged time, estimated time, and private items.
    • Comments can be included in PDF exports.
    • Custom fields can be included in Excel exports.

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Individual task list report

You can generate a report of all tasks in a particular task list via the task list's options menu.

The individual task list report is a report based on tasks across all tasks in the associated task list.

  • This report offers similar refinement and export options as the all task lists report.

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Task list time report

The task list time report is a time-based report you can generate at individual task list level.

This report shows how much time has been estimated and logged on tasks in the associated task list. 

  • It can be exported in CSV or Excel format.
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Task details

In the individual task details view, you can generate a printable version of the task via the task options menu.

This report will will include all logged time, comments, and activity for the task and can be exported in PDF or HTML format.

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Time

Time reports can be generated in individual projects or at site-level to include multiple projects.

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

You can export the report to Excel, PDF or CSV.

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Milestones

Milestone reports can be generated for individual projects or across multiple projects on your site.

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

  • Export options: PDF Calendar, PDF Agenda, Excel, iCal feed.

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Risks

Using the export options, you can generate a report of risks on an individual project or multiple projects.

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

The Risks report can be exported in Excel and PDF format.

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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.

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The links report will be exported as an Excel file.

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People

You can export a list of all users and contacts on a particular project or for your whole site to an Excel file.

The report includes each user's details such as license type, name, email, job title, company, last login, and profile permissions.

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Site-level Reports area

In the site-level Reports area, you can access dedicated cross-project reports for different project information.

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Project health

The project health report allows you to track and manage the progress of your projects based on each project's individual health status.

Note: This report is available to site administrators and users with project admin permission on at least one project on paid per-user subscriptions.

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Planned versus actual

In the Planned vs Actual subsection, you can drill down the report to be based on milestones or tasks.

These reports allow you to review the status of your tasks and milestones compared with how they were originally planned, based on any changes to the due date.

Note: These reports are available to site administrators and users with project admin permission on at least one project on paid per-user subscriptions.

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Utilization

The utilization report shows how your team's time is currently being distributed in terms of their estimated and actual utilization.

Note: This report is available to site administrators on per-user Premium/Grow subscriptions and above.

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Profitability

The profitability report enables you to track the profitability of both your projects and their associated members.

Note: This report is accessible to owner company site administrators on per-user Scale subscriptions.

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For more information, see: Everything Section - All Options