Reporting on delivery

When to use

Use reports when you need numbers for a status meeting: how a project is tracking against schedule and budget, and how the team is doing on completing, balancing, and finishing tasks on time.

Before you start

Project reports need projects:read. Budget figures per project also depend on project_financials:read for the drill-down views.
Task reports need tasks:read.
You only see data inside your data scope (own, team, or all), so two people can see different totals.

Steps

Project reports

Go to Reports (/projects/reports) for project-level reporting. For a single project, use its Profitability and Time summary tabs.

Task reports

Open Reports under Tasks (/tasks/reports). It links to three reports: completion (/tasks/reports/completion), workload (/tasks/reports/workload), and overdue (/tasks/reports/overdue).

Overview dashboard

Open Overview (/tasks/overview) for a quick look at completed and overdue work.

Projects — Reports page with schedule and budget analytics

Tips & common mistakes

If numbers differ between two people, check their data scope before assuming a bug.
Overdue and completion reports depend on people updating task status. Encourage the daily log to keep them current.
Cancelled tasks are left out of progress calculations.

The task board and my tasks Project templates and statuses