Previous Section: 5- Introduction to Reports
When you create a new report, it's automatically set to private. This gives you the freedom to fine-tune it and ensure it's perfect before you share it with your team. Our flexible reporting tools can support a wide range of workflows, whether you're looking for performance insights on a single team, a major project, or multiple plans and focus areas.
Your toolkit for creating a report can be found in the left section once in edit mode. From left to right, you will use 1 for larger headlines, 2 for smaller texts and links, 3 for tables, 4 for charts, 5 for images (such as a logo or screenshot), 6 for page breaks when exporting as PDF, 7 for the summary widget.
Charts are for visual representations of your progress, most commonly used for measures from your plan you want to highlight. Charts can be found in the Chart Library.
For a comprehensive deep dive into each chart, please review this video guide:
Tables are for contextual representations, depending on the data source you select, it can capture a specific objective, a focus area and multiple plans. Understanding how to apply filters and groupings are important when you want to customize your view. For a deep diver into navigating tables, please review this video guide:
Next Section: 5.2 - Using Templates to Building a Report