Assista guides

# Saved Reports

Only avaialbe on our Business Plans

Saving a report lets you skip the hassle of setting up filters each time you want to check on your team’s progress or export reports for clients. Just save your preferred filters — like "Boards," "Labels," and "Members" — and they’ll be ready whenever you need them.

# Saving a report

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  • Select Your Filters: Customize your report by choosing the filters you want to save.
  • Press the "Save Report" Button.
  • Choose a Title: Enter a title for your report.
  • Review Your Selected Filters: Double-check the filters you've chosen.
  • Save Your Report: Confirm and save your report settings.

# Viewing the saved reports list

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To view all your saved reports, go to the main menu and select "Saved Reports." The list will display all your saved reports, organized by title and date. To manage your reports, you can click the menu (three dots) next to any report. From there, you can select "Copy Link" to share the report, "Edit" to change your report settings or "Delete" to remove it from the list.

# Retrieving a specific saved report

To view your saved report in detail, go to "Saved Reports" choose the report you want to see, and click on it. The report will open for you to review.

In the Detailed Saved Report view, you can:

  • View Report Data: See your report based on the filters you have selected.
  • Adjust the Time Period: Change the time period as needed to customize the report.
  • Share and Delete: Use the menu next to the filters to copy the report link for sharing or to delete the report.
  • Break Down Your Report: Use the Grouping feature to organize and view your report data in a more structured way.

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