✔  Available on Grow and Scale subscriptions 1

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 profile permission:
    • Create custom reports (allows users to create custom reports using data from projects they're a member of)
When
Anytime you need a customized report of your site's data (projects, tasks, milestones, users).
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 profile permission:
    • Create custom reports (allows users to create custom reports using data from projects they're a member of)
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.

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


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.


     
  2. Click Create custom report in the view's top right.


     
  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. Build out the details of your report and determine the types of information most relevant to you.
    1. You can select various columns based on certain categories such as: date, billable time, project, task, custom fields.
  6. Toggle on Include 'Summary row' to include cumulative totals for all relevant columns in the report.
    📝 This option is only displayed once at least one column is selected.


  7. Select the report's date range (week, month, quarter, custom). This determines which items are included in the report.
    📝 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 is shown in the report.

Step 2: Apply filters

Further refine the report's data using filters.
 
  1. Click Add to the right of the Filters heading to open the filters menu.
  2. Select one or multiple filter criteria (options outlined below). The available filter options change depending on the selected report type.
     
    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

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.



  2. Check the box on the left of each user you wan 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.

Image Placeholder


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

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