✔
Available
on Grow and Scale
subscriptions 1
Within Teamwork.com, you can view and
manage
existing custom
reports via the dedicated Reports area.
To access custom reports, click
the More option
from the main navigation menu and
select Reports from
the dropdown menu.
Any existing custom reports will be
displayed in a card gallery in the Custom
Reports subsection of the Reports area.
Each card will display an icon
depicting the report type along with the
report name, who the report was created by,
and the date the report was
created.
You can also view the list of
reports associated with any report type
category via the navigation panel on the left
of the Reports area. Click the arrow to
the left of the report type to expand the list
of existing reports.
Viewing a report
Clicking an individual report name
from the left navigation menu or selecting a
report card in the main gallery view will open
the individual report.
When viewing a report, you will see
all of the data for the last time the report
was run. You can use the search function in
the top right to find specific information
within the report.
For project-based reports, clicking
the project name will open a quick view project summary pane.
When viewing a task or milestone
report, clicking an individual task/milestone
name will open a quick view pane with further
information.
The details of when the report was
last updated can be found beside the search
field at the top of the report.
To return to the reports gallery whilst
viewing an individual report, click Back to reports in the upper left
of the report.
Refreshing custom report
data
To update the report with the most
recent data, click Refresh.
Once a refresh is completed, an
updated version of the report will be
generated.
Exporting custom
reports
You can also export a custom report to
multiple formats. While viewing the
report, click the export icon in the top
right and choose your preferred format
(PDF, CSV, Excel, Google Sheets) from the
dropdown menu.
Editing or deleting a
report
In the reports gallery, go to an
individual report card and click the options
button (three dots) in the top right of the
card.
Alternatively, from within an
individual report, click the pencil icon in
the upper right.
This will
open up the creation modal where
you can make any necessary edits to the
report. Once you have completed your editing,
click Update Report to save your
changes.
Select the Delete option
from the option menu on the report
card. You will then be prompted to
confirm the report
deletion.
1. Also
available on legacy
subscriptions: Premium, Enterprise.