Within Teamwork, you can build
custom reports that drill down to the
information most important to you.
Note: 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.
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.
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
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
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.
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.
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 |
|
| Project | Owner Projects Tags Teams Companies Categories Custom
Fields |
|
| Task | Projects Assignees Teams Categories Companies Task
List Tags Custom fields |
|
| Milestone | Companies Teams Projects Assignees |
|
| Report
type | Filter
options | Additional
options |
|---|---|---|
| User | Teams Users Companies Projects |
|
| Project | Owner Projects Tags Teams Companies Categories Custom
Fields |
|
| Task | Projects Assignees Teams Categories Companies Task
List Tags Custom fields |
|
| Milestone | Companies Teams Projects Assignees |
|
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.
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.
💡 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.
For more information, see: Viewing and Editing Custom
Reports
1. Also available on legacy subscriptions: Enterprise.