Knowledge Base

Step 1: Create or access the custom report

1. Click Reports in Teamwork.com's main navigation menu.
   
2. Click Create custom report in the view's top right, or open an existing custom report. 
   
   
3. 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:

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

1. Go to the Columns menu in your report.
   
2. Click + Create expression.
   
3. Enter an expression title (e.g. Remaining Budget, Efficiency Ratio).
   
4. 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)   
     
5. Click Save to apply the expression. It will appear as a new column at the end of your report.
   

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