✔ Available on Scale subscriptions 1
Within Teamwork, 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
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.
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
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.
For more information, see: Creating a Custom Report
1. Also available on legacy subscriptions: Enterprise.