Reports

Generate beautiful, professional reports to share project progress with stakeholders, clients, and your team.

Report Builder

The Report Builder is a full-page studio for designing polished PDF reports:

  1. 1.Open a project and go to Import/Export → Report → PDF → Open Report Builder
  2. 2.Pick a template — every template shows a live preview of your actual project data
  3. 3.Choose which sections to include and drag them into order
  4. 4.Narrow the scope with filters (sprints, groups, members, status, priority)
  5. 5.Style it in the Design tab — pick a color theme, add your logo and a "Prepared for" line
  6. 6.Watch the live preview update instantly, then click Download PDF

What you see in the preview is exactly what the PDF looks like.

Templates

Fourteen designed templates for different audiences:

  • Executive Summary — KPI-first one-look overview for leadership
  • Classic Corporate — formal serif styling for client deliverables
  • Minimal — clean and quiet for internal sharing
  • Magazine — editorial layout for stakeholder newsletters
  • Modern — gradient cover for tech teams and screen demos
  • Infographic — chart-first visual storytelling
  • One-Pager — everything condensed onto a single page
  • Client-Facing Formal — branded cover with a confidential footer
  • Sprint Review — sprint-by-sprint chapters for agile ceremonies
  • Timeline & Roadmap — timeline-first for planning conversations
  • Team Spotlight — celebrates top performers and contributions
  • Risk Report — risks and blockers front and center
  • Compact Data — dense tables for audit and archival
  • Kanban Snapshot — your board as a visual status grid

Color Themes

Every template works with any color theme — pick one in the Design tab and the whole report re-colors instantly, with a live preview of your actual data on every theme card:

  • Light themes (Classic Light, Slate, Forest, Ocean, Berry, Ember) — print-ready accent variations
  • Tinted themes (Sand, Mint, Rose) — softly colored paper for a warmer feel
  • Dark themes (Midnight, Graphite) — striking on screen; PDFs automatically export in a print-friendly light version unless you turn it off

You can still fine-tune the accent color on top of any theme, or build your own custom theme from five colors. Status colors (done, overdue, and so on) always keep their meaning in every theme.

Sections

Mix and match report pages: cover, contents, executive summary, key highlights, analytics charts, timeline, tasks by group or sprint, sprint summary, team contributions, risks & critical path, time report, milestones, sub-task detail, attachments index, carbon impact, and a full appendix.

Empty sections are skipped automatically — your report never prints a blank page.

Quick Message, Word & Text

For lightweight sharing, the Import/Export → Report tab still offers:

  • Quick Message — a friendly, emoji-enhanced progress update you can paste into WhatsApp, Slack, or Teams, with live preview and one-click copy
  • Word (DOCX) — an editable document when you want to adjust wording manually
  • Plain Text — maximum compatibility

Tips

  • Save time: your template, sections, filters, and branding are remembered per project
  • Share a configuration: copy the link to send a teammate the exact same report setup
  • Filter strategically: a focused scope makes a stronger report
  • Multilingual: reports follow your language — English, 繁體中文, and 简体中文 fully supported, including CJK task titles and emoji