| What | Access deeper
insights in
your custom
reports by
activating
advanced
reporting. |
| Why |
|
| Who |
|
| When | Anytime you need to drill
down even further into a
report. |
Step 1: Create
or access the custom
report
- Click Reports in Teamwork.com's main navigation menu. If Reports is not pinned, it might be hidden under the ... More option.
- When you've created or accessed an existing custom report, toggle the Advanced Reporting Beta switch to activate the advanced reporting view.
Step 2: Explore
advanced reporting
You can
create and switch between up to eight
views (tabs) along the top of your
report. Each view can have its own
combination of filters, pivots, sorting,
grouping, and visualization format—making
it easy to compare different angles of
your data without duplicating work.
Click the
three-dot menu (⋮) on any tab to:
- Clear all changes made to that
view
- Rename the view (except
for the default tab)
Delete the view (except for the default tab)
View
as
Click the View As button in the top left of
the report to
switch between available visualization
formats. Each
visualization offers a different way to
interpret your report results at a
glance.
Table: Default tabular view of your report.
Y-area chart: Displays data trends over time with filled areas for easy comparison.
X-bar chart: Shows horizontal bars to compare values across categories.
Y-bar chart: Uses vertical bars to compare values side by side.
Y-line chart: Plots data points with a continuous line to show trends over time.
X/Y line chart: Visualizes relationships between two variables using lines across an X/Y axis.
CSV: Displays a raw, comma-separated view of the current report data.
Adjusting X-axis and
Y-axis
For
applicable chart views (such as bar, line, and area charts), you can
manually configure the X-axis and Y-axis to control
how your data is plotted.
X-axis: Select which field to display along the horizontal axis (e.g., project name, date, client).
Y-axis: Select the field used to plot values vertically (e.g., billable time, estimated time).
Pivot,
group, and sort
At the
top of your report, you’ll see new action
buttons.
Pivot: Lets you reorganize your data by turning rows into columns based on unique values in the selected field, making comparisons easier. You can pivot data across up to three levels.
Group: Group results by up to three columns for a structured, hierarchical view of your data. Each level of grouping adds indentation and a top-level summary row is provided.
Sort: Sort your report by up to four different columns to control the order of your results. You can define ascending or descending order for each sort level.
You can
use multiple options
together, e.g. group by company
and
sort by total logged time.
Customize aggregation
for grouped
data
When Group
by is active, an aggregation
selector becomes
available under the Columns menu.
For each
column, you can choose how data is
aggregated in the totals row. This
gives you full control over how data is
rolled up in grouped views. Common
options include:
Sum of all values
Average of all values
Minimum value/maximum value
Total count of items
When Group
by is active, certain columns
support weighted mean as an
aggregation type.
A weighted
mean gives more influence
to values based on a related metric,
providing a more accurate average when not
all data points carry equal weight.
For
example:
Weighted mean by logged time averages values proportionally based on how much time was logged.
Weighted mean by total cost gives more weight to entries with higher costs.
This is
especially useful for columns like rates,
profit percentages, or performance metrics
where volume (time, cost, etc.) affects
significance.
Filters
When
applying filters in your report, you can
choose from several conditional
filters to define how each value
should be matched. Available options vary
depending on the type of data (text, number,
or date).
Here's
a breakdown of each condition:
| Condition | Description | Example |
|---|---|---|
| is equal
to | Matches
values exactly | Category is equal to "Development" |
| is not
equal to | Excludes
values that match
exactly | Project is not equal to "Onboarding" |
| is
greater than | Returns
only values above the
number or date you
specify | Billable
total (hours) is
greater than 10 |
| is less
than | Returns
only values below the
number or date | Total cost is less than 500 |
| is
greater than or equal
to | Includes
the value you specify and
everything above it | Logged
time is greater than or
equal to 20 |
| is less
than or equal
to | Includes
the value and anything
lower | Estimated
time is less than or
equal to 40 |
Manage
columns
The Columns menu lets you fully
customize which data fields are displayed
in your report and how they behave, giving
you complete control over your report
layout and calculations.
From the Columns menu, you can:
Show or hide columns: Toggle individual fields on or off to tailor your report view.
Change aggregation settings: When group by is active, you can set how each column's data is totalled or summarized (e.g., sum, average, minimum, maximum, count, weighted mean).
Create custom expressions: Build your own calculated fields by combining existing data points using basic operators (+, -, /, *).
The +
Create Expression option in the Columns menu allows you to generate
your own calculated fields by combining
existing values using basic math
operators. This is useful for building
real-time insights directly within your
report—no spreadsheet needed.
How to
create an expression
Go to the Columns menu in your report.
Click + Create expression.
Enter an expression title (e.g. Remaining Budget, Efficiency Ratio).
Use the following format to define your expression: float("field name" [operator] "field name") ✅ Example: float("allocated time" - "available time")
Supported operators:
+(addition)-(subtraction)/(division)*(multiplication)
Need
help?
Still
have questions about Advanced Reporting
(Beta)? Contact
Support for help exploring your
custom data!