Reporting & Analytics

Export reports, custom report builder, resource allocation, analytics, and more.

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Export Reports

From the project view toolbar:

Format	Button	Output
PDF	Export PDF	Project report as PDF document
Excel	Export Excel	Project data as .xls spreadsheet

Both exports include project overview, milestones, tasks, and key metrics.

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Custom Report Builder

• Location – Project Roadmap → Custom Report Builder
• Purpose – Define saved report configurations with filters and columns for task data

Create a Report Configuration

1. Go to Project Roadmap → Custom Report Builder
2. Click Add Report Config
3. Set Name (e.g., "Open Tasks by Status")
4. Configure Filters (JSON, e.g. {"status":["1","2","5"]} for task statuses)
5. Set Columns (JSON array, e.g. ["name","status","duedate"] for task columns)
6. Save

Filters & Columns Format

Field	Format	Example
Filters	JSON object	{"status":["1","2","5"]}
Columns	JSON array of task field names	["name","status","duedate","priority"]

Run a Report

1. Go to Project Roadmap → Custom Report Builder
2. Click Run Report next to a configuration
3. View results in a table (first 100 tasks shown)
4. Results are filtered by your report config and your project access

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Resource Allocation

• Location – Project Roadmap → Resource Allocation
• Purpose – View hours and task count per staff per project

Global View

• Table of all staff with hours and tasks per project
• Select a project for a detailed view

Project-Specific View

• URL – projectroadmap/resource_allocation/{project_id}
• Shows hours and tasks per team member for that project

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Resource Utilization Report

• Location – Project Roadmap → Resource Utilization Report
• Purpose – Hours logged per staff member across all projects
• Use to identify overall workload and availability

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Analytics Page

• Location – Project Roadmap → Analytics
• Purpose – Project health trends and team efficiency metrics

Metric	Description
Project health	Trends over time
Team efficiency	Completion rates, velocity

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Project Baseline

Create snapshots of the project plan for variance tracking.

Add a Baseline

1. On the project dashboard, find Project Baseline
2. Enter a Baseline name (e.g., "Q1 Plan")
3. Click Add Baseline

View Baselines

• Listed with creation date
• Use for comparing current state to original plan

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Issue/Bug Tracking

Track issues and bugs linked to projects.

Report an Issue

1. On the project dashboard, find Issue/Bug Tracking
2. Click Report Issue
3. Fill in:
   • Title (required)
   • Description
   • Task (optional – link to a specific task)
   • Priority (low, medium, high)
4. Submit

View Issues

• Table shows: Title, Status (open/closed), Reported by
• Filter by status as needed