Overview
Custom reports, also known as Report generator, allow you to design and run a report of virtually any complexity. This section contains information about preset arrays of data fields that you can use as "building blocks" for your customized reports.
Available data sources
There are 11 data sources in total. The following table discusses them in detail.
| Data source | Available fields | Result |
|---|---|---|
| Tasks | Fields attributable to activities of the Task type. | Reports displaying project and task related data. Example: list of tasks with their assignees and estimated hours. Notes: 1) Only activities of the type Task will be included. 2) Only projects with existing tasks will be listed. |
| Projects | Complete set of fields/attributes specific to a project. These include ID, name, estimation hours, etc. In total 20 fields. | Reports displaying project-related information. Examples include: report listing members per project, or projects with their start and end dates specified, etc. |
| All activities | Fields specific to projects PLUS activities regardless of their type. | Reports displaying activity related data. Example: list of activities with their assignees and estimated hours. Note: Only projects with existing activities will be listed. |
| All activities (hierarchical) | Fields attributable to projects PLUS activities regardless of their type. Data is presented in hierarchical order. |
Reports displaying project and activity related data and arranging it in hierarchical order. |
| Tasks (hierarchical) | Fields attributable to activities of the Task type. Data is presented in hierarchical order. |
Reports displaying tasks arranged in hierarchical order. Notes: 1) Only activities of the type Task will be included. 2) Only projects with existing tasks will be listed. |
| Issues | Fields attributable to activities of the Issue type. | Reports displaying issue related data. Example: list of issues with their assignees and estimated hours. Notes: 1) Only activities of of the type Issue will be included. 2) Only projects with existing issues will be listed. |
| Issues (hierarchical) | Fields attributable to activities of the Issue type. Data is presented in hierarchical order. |
Reports displaying issue related data arranged in hierarchical order. Notes: 1) Only activities of the type Issue will be included. 2) Only projects with existing issues will be listed. |
| Requests | Fields attributable to activities of the Request type. | Reports displaying request related data. Notes: 1) Only activities of the type Request will be included. 2) Only projects with existing requests will be listed. |
| Requests (hierarchical) | Fields attributable to activities of the Request type. Data is presented in hierarchical order. |
Reports displaying requests arranged in hierarchical order. Notes: 1) Only activities of the type Request will be included. 2) Only projects with existing requests will be listed. |
| Time entries | Fields specific to time entries, activities and projects. | Reports displaying data related to time logs. Note: Only projects AND activities with actual time entries will be listed. |
| Messages | Fields specific to messages posted on project or activity message boards. | Reports displaying data related to messages available in the system. Note: Only projects AND activities that have actual messages on their message boards will be listed. |
| Portfolios | Fields specific to portfolios. | Reports displaying data related to portfolios available in the system. |
| Payments | Fields specific to payments. | Reports displaying data related to payments related to projects, activities and portfolios. |
| Expenses | Fields specific to payments. | Reports displaying data related to expenses related to projects, activities and portfolios. |
Selecting a data source
- In Reports > Report generator, click + Add report.
- Name the report.
- Choose a data source in the Generate report from the dropdown.