Reports are an excellent way to track progress and performance on a board. You can get a detailed view of different metrics using widgets and date filters. Reports focus on showing counts of data metrics in a visual way.
How to Access Board Reports
If enabled, reports will show to the right of the board and list views.
How to Enable Board Reports
To enable board reports, locate Advanced Settings in your Board Settings menu on the left.
- Click on Reports.
- Toggle on/off to Enable Board Reports.
- Click Save. The button will appear at the top of your board.
What Widgets are Available?
There are myriad widgets available for different types of boards. One thing to remember when thinking of the widgets that you want to add to your report is that reporting widgets track counts of different metrics on the board. For example, the number of closed cards, the percentage of closed cards compared to open cards, and the number of cards in each stage.
What Cards are Counted in the Reports?
There are two different ways that metrics are gathered:
Cards created within a certain time frame.
For example, if my date range was 4/1-4/7, and a card was created 3/31, it would not be counted in the widget calculations.
Activity on active cards within a time frame (regardless of when the cards were created).
For example, if my date range was 4/1-4/7, and a card was created 3/31, it would be counted in that time frame as long as it was still active on the board.
Activities = comments, outgoing/incoming emails, automations, etc.
Adding Widgets
Once enabled, Board Reports are blank. You can choose to install all Standard Widgets or install them individually. Then, you can resize each widget by clicking on the corner and dragging it to the desired size.
Below you’ll find different descriptions of each report widget organized by the board they appear on.
General Use Board
Lead Boards
How to Add a Custom Report Widget
There are three types of custom report widgets that you can add to a report: Table, Stacked Bar, and Pie Chart.
To begin, click on + Add Widget and choose Custom Report Widget.
The interactive image below reviews each type of Custom Report Widget.
How to Set Up Daily/Weekly Digests
You can receive a daily or weekly digest of your board reports in your inbox. This will show the same standard widgets for every report.
Frequently Asked Questions
I’m getting unnecessary board digests in my email. How do I prevent this from happening?
You’ll need to set up the Digest Reports under Advanced Settings > Reports. From here, set the Recipients for Digest Mail to Specified Contacts. Enter the email addresses for all necessary recipients. Click Save!