Run a report

Open a report from the catalog, choose what it covers and run it.

In short

A report turns one module's numbers into a page: a headline of key figures, then charts and tables. Pick a report - or start from a recipe - choose what it covers and the period, and the numbers show at once. Save the report to keep this copy, so the next one shows what changed.

Before you start

• Who: anyone signed in can run reports in their Personal Workspace. In an organization, the reports of Team activity, Weekly summary and Platform growth need "See analytics" (an Organization Admin or Manager holds it). A report or figure shows only what you could open yourself. A site administrator's role adds nothing inside an organization.
• Plan: Analytics is part of every plan, Free included. "Add AI summary" uses a little of your plan's AI budget on the platform's AI.
• First: turn on the product the report is about (Settings › Products). A report of a product that is off is grayed out.

Steps

1. Open Analytics and choose "Reports". "Catalog" comes first, beside "Saved", "Scheduled" and "Rules".
2. Click a report's card, or one of the recipes under "Start from a recipe". Its numbers show at once - a preview of the report worked out now, not saved and without an AI summary.
3. If the report runs against something, choose a project, board or organization in the first drop-down. "All" covers everything you can see.
4. Choose the "Period": the last 7, 14, 30, 90 or 180 days, the last 12 months, a calendar month or quarter ("This month", "Last month", "This quarter", "Last quarter"), one of your recent Planner cycles when the Planner is on, or a "Custom range". The numbers redraw. A calendar or cycle choice keeps exactly its days, so a saved copy or a link shows the same ones later.
5. Optionally tick "Add AI summary".
6. Press "Save report". A message says "Report saved", with "View" to open the copy and Undo to remove it. To look without keeping a copy, open the … menu and choose "Run without saving".

Good to know

• Analytics has three views: "Dashboards", "Reports" and "By product". Reports holds "Catalog", "Saved", "Scheduled" and "Rules". A product's tile under "By product" opens its figures and only its reports.
• A report shows only what you could see yourself: a project you are not a member of is not offered, and site admins get no extra rows.
• Reports run in your active workspace: your own account, or the organization picked in the workspace switcher.
• Counts of what exists now, such as members, ignore the period; counts of what happened, such as runs, use it.
• The target and period are in the address, so a shared link opens the same numbers. "Schedule…" on the page sets the report to run by itself.
• What happens next: nothing is saved until you press "Save report". A saved report belongs to you, appears under "Saved", and the next run of the same report is compared with it. "Undo" in the message removes it.

If something goes wrong

Related

• /help/analytics/report-recipes
• /help/analytics/report-catalog
• /help/analytics/read-a-report
• /help/analytics/schedules-and-exports
• /help/analytics/download-a-report