✔ Available
on Deliver, Grow,
and Scale subscriptions 1
Within Teamwork.com, you can filter the
information displayed in each of the
individual reports.
To
access the
Reports area, click
the More option
in the main navigation
menu on the left of
your site and
select Reports from
the pop-out
menu.
In the reports
gallery, select
the relevant
report tile from
the Teamwork.com Reports section.
Note: Project Health and Planned vs Actual reports are available on paid per-user
subscriptions. Utilization reports
are available on Premium/Grow plans and above. Profitability reports
are available on the Scale plan.
Search
In the top right of the relevant
report area, you can use the search field to
locate specific items. The supported
searchable items will vary between
reports.
- Project Health -
search by project or owner.
- Utilization -
search by person or team.
- Planned vs Actual
Milestones - search by milestone,
assignee, team, or company.
- Planned vs Actual
Tasks - search by task, assignee,
team, or company.
- Profitability -
search by project, company, or
owner.
Source items
In the project health report, you
can use the people toggles to switch between
viewing your own or everyone's projects.
In the planned vs actual
task and milestone reports, you can
use this toggle to switch between your
own or everyone's milestones or
tasks.
Duration
Using the duration dropdown, you can
set a date range to view in the
report. The options available will
vary between reports.
- Project health:
- Last week, last month, last 3
months, custom range.
- Utilization:
- Week, month, last 3 months,
quarter by week, quarter by
month.
- Planned versus actual tasks and
milestones:
- Last week, last month,
quarter, custom range.
- Profitability:
- Week, month, quarter,
custom.
Advanced
filters
Clicking the filters option in the
top right of each report will open an
advanced filters dropdown allowing you
to further refine your report.
Project health report
filters:
- Owner, tags, categories, companies,
projects (all, starred, late,
completed).
Utilization report
filters:
- Teams, companies, projects
- Include clients and
collaborators
Planned vs actual
milestones report filters:
- Teams, companies, projects, milestones
(all, upcoming, late, completed)
Planned vs actual
tasks report
filters:
- Teams, companies, task lists,
projects, project categories, tasks
(all, upcoming, late, completed)
Profitability report
filters:
- Projects, tags, owner, companies,
categories
Time report
filters:
- Companies, projects
- Include data from archived
projects
To remove your current filter selections,
click the Clear
all option in the filter
dropdown.
Saved filters
In each report,
you can also use
the Save
Filter option to save the
filtered view you are currently using.
Once you give the filter a name,
press Enter / Return on
your keyboard to save the
filter.
You can also access your
existing saved
filters via
the Saved
filters button in the
bottom left of the filter options
dropdown. Clicking a saved filter will
apply it to the report.
1. Also available on legacy subscriptions: Pro, Premium, Enterprise.