Tutorial: Reporting and Analytics in Teamwork

Introduction

Teamwork is a powerful project management tool that provides robust reporting and analytics features to help you track project progress, team performance, and resource allocation. In this tutorial, we’ll guide you through the process of accessing and utilizing these reporting features to make data-driven decisions and optimize your team’s workflow.

Step 1: Access the Reports section

Log in to your Teamwork account and navigate to your project dashboard. From there, click on the “Reports” tab in the top navigation menu. This will take you to the main Reports section, where you can access a variety of predefined reports and create custom reports tailored to your needs.

Step 2: Explore predefined reports

Teamwork offers a range of predefined reports that cover various aspects of project management, such as task progress, time tracking, and workload. Some of the most useful predefined reports include:

• Project Health: Get an overview of your project’s status, including the percentage of completed tasks, overdue tasks, and upcoming milestones.
• Task Overview: View a detailed breakdown of tasks, including their status, assignees, and due dates.
• Time Tracking: Analyze the time spent on tasks by your team members, including billable and non-billable hours.
• Workload: Assess your team’s workload and capacity to ensure tasks are distributed evenly and resources are allocated optimally.
• Project Risks: Identify potential risks and issues within your project to proactively address and mitigate them.

To access a predefined report, simply click on the report’s name in the Reports section.

Step 3: Customize report filters

Once you’ve selected a report, you can customize its filters to display the most relevant data for your needs. Some common filters include date range, project, task list, and user. Adjust these filters as needed and click the “Update” button to view the updated report.

Step 4: Create custom reports

If the predefined reports don’t meet your specific requirements, you can create custom reports using Teamwork’s report builder. To create a custom report, click the “Create Report” button in the Reports section.

Choose a report type, such as tasks, time, or milestones, and select the columns you want to include in your report. You can also apply filters, group data, and sort results to tailor the report to your needs. Once you’ve configured your custom report, click the “Generate Report” button to view the results.

Step 5: Export and share reports

After generating a report, you can export the data in various formats, such as PDF, CSV, or Excel, for further analysis or sharing with stakeholders. To export a report, click the “Export” button in the top right corner of the report and choose your desired format.

Additionally, you can share reports directly with your team members or stakeholders within Teamwork. To share a report, click the “Share” button in the top right corner of the report, and enter the email addresses of the recipients. You can also add a personal message and customize the sharing settings, such as allowing recipients to edit the report or access the underlying data.

Conclusion

Reporting and analytics in Teamwork provide valuable insights into your project’s progress, team performance, and resource allocation. By following this tutorial, you can leverage these features to make data-driven decisions and optimize your team’s workflow. Utilize predefined reports for quick insights or create custom reports to meet your specific requirements, and don’t forget to share your findings with relevant stakeholders to keep everyone on the same page. With Teamwork’s reporting capabilities at your disposal, you’ll be well-equipped to ensure your projects stay on track and your team stays productive.