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.
In this article, you will learn:
- How to access the reports
- What each widget’s purpose is on different boards
- How to add a custom widget
- How to customize your board report view
- How to set up weekly digest reports
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 reports is that reporting widgets mostly track counts of different aspects of your board. For example, number of closed cards, the percentage of closed cards compared to open cards, and the number of cards in each stage.
Once enabled, Board Reports are blank. You can choose to install all Standard Widgets or install them one by one. Then, you can resize them by selecting the corner of the widget and dragging them 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 Weekly Digests
You have the option to receive a weekly digest of your board reports in your inbox.
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!