Project Reporting
Project Reports & Activity Timeline
Two ways to catch up on a project’s status without checking every task individually: a numeric report you can export, and a readable, chronological timeline.
Exporting a Project Report
A project’s report page summarizes its task totals, completed vs. outstanding, and a breakdown by assignee, and can be exported as a PDF for status updates or client reporting.
To export a report:
- Open the project and go to its Report view.
- Review the summary total tasks, completed, pending, and a per-assignee breakdown.
Viewing the Activity Timeline
The activity timeline gives you a chronological, story-like view of everything that’s happened on a project, useful for catching up quickly after time away.
To view the timeline:
- Open the project.
- Go to the Activity (or Timeline) tab.
- Scroll through events in chronological order, newest first.
- Use filters to narrow by event type or team member, if you only need part of the picture.
Good to know:
- The report reflects task data at the moment you view it, and is a PDF snapshot; there’s no separate Excel/CSV export for project reports specifically. Reopen the report if you need the latest numbers before exporting again.
- The timeline is closely related to the change log, but presented as a readable narrative rather than a raw list, great for writing status updates without trying to remember everything that happened.
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