Reports

Overview

Each Reports module shows one report type — a focused view across Tasks and Calendar modules in the same wrkspace. To compare Progress and Timeline side by side, add two Reports modules.

Report type is fixed after setup. To switch types, delete the module and add a new Reports module.

Add a report

1. Open the wrkspace dashboard.
2. Click Add module → Reports.
3. The new module appears on the dashboard with an empty preview (sketched chart placeholder) until you configure it.
4. Open the module — a setup wizard runs on first visit:
   • Choose a report type (Progress, Timeline, Workload, Personal, Activity digest, or Summary)
   • Connect source Tasks and/or Calendar modules and set type-specific options
5. After setup, the module home shows the live report. Use Report settings to adjust sources, date ranges, filters, or timeline display.

Wrkspace templates (for example Product delivery) can pre-seed a configured Progress report linked to the tasks module.

Report types

Type	Use when you want to…
Progress	See completion % and breakdowns across task boards
Workload	See who has the most open or overdue work
Timeline	See tasks and calendar events on one read-only schedule
Personal	Review what one person completed and contributed
Activity digest	Recap what changed in a date range
Summary	Share a one-page snapshot for stakeholders

Settings

Members with permission to manage modules can open Report settings on the module home page to:

• Link Tasks and/or Calendar modules (required for Progress, Workload, Timeline, Summary)
• Set date ranges (Personal, Activity digest, Summary)
• Configure timeline display (scale, grouping, visible item types)
• Filter progress by status or priority

Dashboard preview

The wrkspace dashboard card reflects configuration state:

• Unconfigured — Hatch-lined empty state with sketched pie and bar/line chart placeholders. Open the module to run the setup wizard.
• Configured — Type-specific mini visuals, for example:
  • Progress — Donut gauge, status breakdown rows, overdue callout
  • Workload — Open/overdue pills, stacked assignee bars
  • Timeline — Task/event counts and mini gantt bars
  • Personal — Member avatar, completion sparkline, recent tasks
  • Activity digest — Daily sparkline and top event types
  • Summary — Donut plus stat tiles (open, overdue, upcoming)

Click the dashboard card to open the full report.

Related

• Modules overview
• Templates — wrkspace templates can include a pre-configured Progress report