Printing and Export

The Summary, Progress and Delivery reports export and print from the Export Report button in the toolbar. The available formats and options vary by report.

Summary Report

Click Export Report (the download icon) on the Summary Report toolbar. Every export uses the current date range and filters. CSV, Excel and JSON download the filtered time entries as data for another tool. PDF downloads the formatted report and Print opens it in a new browser window; both also follow the tab you are on, Summary or List.

With the Summary tab showing, the printout has a header with the total and billable hours and the date range, then the chart as you have it set, then the grouped table as it appears on screen. With the List tab showing, it has the same header followed by a table of every entry. The totals in the header match the Summary report on screen, with backlog hours shown beside the total; Summary Reports explains how they are counted.

Progress Report

Click the Export Report button (the download icon) in the Progress Report toolbar. CSV, Excel, and JSON download the task ledger data. Print / PDF opens the Print Progress Report dialog, where you tick which charts and data sections to include; Print opens a print-ready view and PDF downloads the report.

Print Layout

The Progress Report printout includes a summary header with total scope, actual hours, tasks done, tasks in progress, average lead time, and average accuracy, plus each chart you selected.

A Project Summary table is also printed, and a Capacity Breakdown table if you selected it.

Delivery Report

Click the Export Report button (the download icon) in the Delivery Report toolbar. CSV, Excel, and JSON download the finished tasks currently on the board. The money columns are included only for people who can use the Money view.

Print Dialog

Print / PDF opens the Print Delivery Report dialog, where you tick the sections to include. Print opens the report in a new window and PDF downloads it. The printout uses the current date range, filters, grouping, and the Hours or Money view.

Print Layout

The output opens with the date range and the figures from the five tiles, then a table per group, a row per day for overhead, backlog hours and return on effort, and the finished tasks with their estimated, linked and backlog hours and their start and end dates. Amounts appear when you print from the Money view.

Custom Reports

A custom report has no export in the app. Share copies a link to the finished intelligence report, and on that page every Report Card has Print and Copy link under it. Print prints the whole page, not only that card. See Custom Reports.