✔  Available on Grow and Scale subscriptions 1

Within Teamwork.com, you can  build custom reports that drill down to the information most important to you. 

Feature limits

Teamwork.com plan
Number of custom reports
Grow (& Premium)
2
Scale (& Enterprise)
Unlimited
Teamwork.com plan
Number of custom reports
Grow (& Premium)
2
Scale (& Enterprise)
Unlimited

Create a custom report

📝 By default, site administrators have access to all reports. Additionally, you can expand the permissions (outlined later in this article) for an individual report by granting access to specific users or teams.

To access custom reports, select the More option from the main navigation menu and select Reports from the dropdown menu. 

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When creating your first report, in the Reports area, click Create new report from the Custom Reports sub section. 

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Alternatively, you can click the Create custom report button in the top right corner of the reports area. 

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Report type

In the Create a report modal, you can set a name for your report and select the item you would like to base your report on. The report types available are: 

  • User
  • Project
  • Task
  • Milestone

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Columns

The columns section allows you to build out the details of your report and determine which types of information will be included. You can select various columns based on certain categories such as: 

  • Date
  • Billing and Time 
  • General 
  • Project and Tasks
  • Custom Fields 

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You can also use the toggle option to include a summary row. When turned on, cumulative totals for all relevant columns will be included in your report. 

Note: This option will only be displayed once at least one column has been selected.

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Date range

The date range option allows you to select a time frame as the basis for which items should be included in your report:

  • Week | Month | Quarter 
  • Custom - choose a specific date range from the date picker. 
    • Note: The custom date range picker is limited to a 3-month date range. 

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Filters

Filters allow you to further refine the information included in your report. Click the Add option to the right of the Filters heading to open the filters menu.



The available filter options change depending on the report type you have chosen.

Report type
Filter options
Additional options
User
Teams
Users
Companies
Projects
  • Include clients and collaborators
  • Include data from archived projects
Project
Owner
Projects
Tags
Teams
Companies
Categories
Custom Fields
  • All | late projects
  • Show starred projects only
  • Include completed projects
  • Include data from archived projects
Task
Projects
Assignees
Teams
Categories
Companies
Task List
Tags
Custom fields
  • All | upcoming | late tasks
  • Include completed tasks
  • Include data from archived projects
Milestone
Companies
Teams
Projects
Assignees
  • All | upcoming | late milestones
  • Include completed milestones
  • Include data from archived projects
Report type
Filter options
Additional options
User
Teams
Users
Companies
Projects
  • Include clients and collaborators
  • Include data from archived projects
Project
Owner
Projects
Tags
Teams
Companies
Categories
Custom Fields
  • All | late projects
  • Show starred projects only
  • Include completed projects
  • Include data from archived projects
Task
Projects
Assignees
Teams
Categories
Companies
Task List
Tags
Custom fields
  • All | upcoming | late tasks
  • Include completed tasks
  • Include data from archived projects
Milestone
Companies
Teams
Projects
Assignees
  • All | upcoming | late milestones
  • Include completed milestones
  • Include data from archived projects



Permissions

By default, all site administrators have access to all reports. Additionally, you can expand the permissions for an individual report by granting access to specific users or teams.




Click the Add user or team option to allow users access to the report. This will open a people picker modal where you can select individual users or teams. Click Update to apply your permission changes.

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Once all the relevant details are populated for your report, click Save Report to create the custom report.

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The report will be saved to your Custom Reports gallery.

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💡 You can delete a report during generation. Click the options button (three dots) in the top right of the report card and select Delete from the options menu.

1. Also available on legacy subscriptions: Premium, Enterprise.