| What | Reporting in
Teamwork.com brings together
project, task, time, and financial
data to help you monitor delivery
performance, workload, and
outcomes. It includes built-in
Teamwork.com reports, custom
report creation, and scheduled
report sharing (depending on your
plan). |
|---|---|
| Why |
|
| Who |
|
| When | Use reports throughout
delivery to monitor
progress and workload, or
after
work is
completed to review performance,
utilisation, and outcomes. |
Reports gallery
The
Reports gallery contains
Teamwork.com-generated reports as
well as any custom reports
created on your site. The
reports available to you
depend on your subscription
plan.
Short walkthrough of
reporting options in Teamwork. View full
transcript
Teamwork.com
reports
Teamwork.com reports are accessible
to
project admins (on at least one
project)
and site admins. Some reports (denoted
with *) are only available to site
admins.
Deliver (and
Pro) | Grow (and
Premium) | Scale (and
Enterprise) | |
|---|---|---|---|
| Estimated time vs
logged time per task | |||
| Logged time per
project | |||
| Logged time per
user | |||
| Task completion
per
user | |||
| Invoice status | |||
| Expense summary | |||
| Financial & Utilization Insights | |||
| Budget insights | |||
| Project
health | |||
| Planned vs Actual (tasks
and
milestones) | |||
| Time | |||
| Utilization
* | |||
| Profitability
* |
Custom reports
Custom reports let you create tailored views
of your data using your own
filters, fields, and report layouts.
Custom reports are created and accessed from
the Reports gallery.
To learn how to build and manage custom
reports, see Create
a Custom Report.
Scheduled reports
Scheduled reports send a report snapshot by
email to you
and other users.
To learn how to schedule report delivery, see Schedule
reports.
Filters
Use filters to focus a report on specific
projects, users, date ranges, or
statuses.
This option is displayed if you are
the creator of at least one
report.
FAQ
- Which plans include reporting in
Teamwork.com? Teamwork.com reports
are available on Deliver, Grow, and Scale
plans (with some reports plan-specific).
Custom and scheduled reports are available
on Grow and above plans.
- Who can access Teamwork.com
reports? Teamwork.com reports are
accessible to project admins (on at least
one project) and site admins. Some reports
(denoted with *) are only available to
site admins.
- Whatβs the difference between
Teamwork.com reports, custom reports,
and scheduled reports? Teamwork.com reports are built-in reports.
Custom reports let you create your own
report layouts and charts. Scheduled
reports let you email a report snapshot to
recipients on a recurring schedule.