What are Reports?

Reports add a statistics-driven element to project management, allowing you to analyze, track, and gain valuable insight into project performance through analytics.

In MeisterTask, Reports are divided into two categories:

• Quick reports use preset filters to help you quickly understand what is happening across your projects.
• Custom reports let you choose your own filters and build a report tailored to your needs.

Create a Quick Report

Quick reports are standardized reports with preset filters. You can choose from five types:

• All Open Tasks
• Recently Created Tasks
• All Completed Tasks
• Recently Completed Tasks
• All Due Tasks

Quick reports can be generated directly from the left sidebar.

1. Select the type of quick report you want to generate from the left sidebar.
2. Click the Project widget in the top-left corner of the Reports interface and choose the project or projects you want to include.
3. Your completed quick report will appear in the Reports interface.
   
   

Understand Your Report

Once you generate a report, it appears in the Reports interface.

Read the chart

The top half of the report shows a bar chart that visualizes the report data. The bars are color-coded to show how the data is grouped, and the X-axis shows how tasks are sorted by date.

Read the task table

The bottom half of the report shows a task overview. This table contains detailed information about every task included in the report.

You can customize which columns appear in the table. For example, you can display:

• Project
• Assignee
• Tags
• Tracked time
• Custom Fields

Create a Custom Report

Quick reports are useful for getting started, but Custom Reports give you more control over the data you want to analyze.

You can customize a report in four main ways:

1. Select which projects to include
2. Add or remove filters
3. Choose the date used on the X-axis
4. Change how the chart is grouped and color-coded

1. The Project Filter lets you choose which projects to include in the report.
2. In the Filters Bar, you can add, edit, and remove filters. You can filter tasks by:
   • Date Range
   • Task Status
   • Assignee
   • Tags
3. Switching the X-axis between created, completed, and due date determines which date is used to sort tasks in the chart.
4. Changing how tasks are grouped changes how the bars are split into categories and how they are color-coded. The legend below the chart shows what each color means.

Save a Custom Report

After setting up your report, you can save it for later use.

1. After configuring your report, click Save in the top-right corner of the Reports interface.
2. Enter a name for your report and click Save.
3. You can access your saved report settings from the Left Sidebar under Custom Reports.
   
   

Export a Report

Report data can be exported as an Excel file (.xls) or a CSV file (.csv).

1. Generate the report you want to export.
2. Select the download icon on the right side of your screen.
3. Choose Export as .csv or Export as .xls.
4. Click OK.
5. You’ll receive a notification on the Dashboard when the file is ready. Click Download Now to download it.
   
   

What Data Is Included in an Export?

When you export a report as a .csv or .xls file, it can include the following data:

• Project name
• Task name
• Creation date
• Assignee
• Due dates
• Section name
• Completion date
• Checklist items
• Tracked time per task
• Tags
• Custom Fields

What Is Not Included in Exports?

Best Practices: Reports

Take a look at these articles for Reports best practices:

• Measuring your team’s success with Reports.
• Assessing your team’s workload with Reports.