What
Create custom reports built around the exact data and level of detail you need.
Why
  • Stay in tune with key business data as work progresses.
  • Customize and refine each report to meet its purpose and focus on relevant insights during certain time frames.
  • Spread awareness by sharing custom reports with key stakeholders for visibility.
Who
  • Site admins (in the owner company) can create custom reports based on all site data and manage all custom reports.
  • Site admins (in external companies) and standard users with the following permissions:
When
Anytime you need a customized report of your site's data (projects, tasks, milestones, users).

Before you start

  • When you create a report, you can add individuals or teams to the report, granting them view-only access to the report.
The data visible in the report is based on the report creator's project access and permissions. Viewers will see all data the creator can see.

Create a custom report

Step 1: Create the report

  1. Click Reports in Teamwork.com's main navigation menu. If Reports is not pinned, it might be hidden under the ... More option.
    Reports item in the main navigation
  2. Click Create custom report in the view's top right.
    Create custom report button
  3. Enter a name for the report.
  4. Choose a report type: user, project, task, or milestone.
  5. Select the columns to include in the report. Use Add column to search or browse column categories and toggle columns on/off. Available columns can vary depending on report type and enabled features (for example, time tracking, budgeting, forecasting, and custom fields).
    1. (Optional) Select Create formula to add a calculated column, or Create custom field to create a new field you can include in reports.
  6. Toggle on Show summary row to include cumulative totals for relevant numeric columns in the report.
    This option is only displayed once at least one column is selected.
    Summary row toggle and totals
  7. Select the report's date range (week, month, quarter, custom). This determines which items are included in the report and can span up to two years in duration.
    For project report types, the date range is based on project activity (as reflected in the report's 'Last active' column). Only projects with activity occurring within the selected date range are shown in the report.

Step 2: Apply filters

Refine the report results using filters in the Date and filters section.

  1. Click Filter to open the filters panel.
  2. Add filter criteria using:
    • Field: The data point you want to filter by.
    • Operator: How the value should be matched (for example, is, is not, contains, starts with, ends with, or is between for dates).
    • Value: The specific condition you want applied.
  3. Click Add filter to include additional rules. Multiple filters are combined using AND to further refine results.

For example, filter Project contains “Q4” and Due date is between two dates to narrow your results.

Available filter options vary depending on the selected report type.
  • User reports include filters such as teams, users, and roles.
  • Project reports include filters such as owner, status, client, tags, and custom fields.
  • Task reports include filters such as assignees, task status, task lists, tags, and custom fields.
  • Milestone reports include filters such as projects, status, and assignees.

Step 3: Set access permissions

By default, all site administrators have access to all custom reports.

You can share an individual custom report by granting view-only access to users or teams.
The data visible in the report is based on the report creator's project access and permissions. Therefore, anyone the report is shared with will see all of the report's data, including for projects they're not a member of.

  1. Click Add user or team.
    Add user or team dialog
  2. Check the box on the left of each user you want to share the report with.
  3. Select the Teams tab and check the box on the left of each team you want to share the report with.
  4. Click Update.

Step 4: Save the report

  1. Review the report's settings, filters, and sharing permissions.
  2. Click Save Report.

The report is saved to the Custom Reports section in the Reports area.

Custom report saved to the Custom Reports section


Next, visualize your report results by adding charts. See Create a custom report chart.