Knowledge Base

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

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

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

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

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: 

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: 

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.

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

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.

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.

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

The report will be saved to your Custom Reports gallery.

For more information, see: Viewing and Editing Custom Reports