Reports

Did you know that you can generate detailed reports directly from the Gantt chart view based on visible tasks and filters?

To create a report, go to your Gantt chart and click Export → Reports at the top right corner

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The report title is automatically generated as:
Gantt Chart Name + Scenario Name or Gantt Chart Name + Live (if no scenario is selected)

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Fields & Columns

Reports automatically use the same columns (fields) that are currently selected in your Gantt chart. This includes

• Jira fields (like Assignee, Status, Epic Link, etc.)

• Gantt-specific fields (such as Start, End, Duration, etc.)

You can customize the report view by:

• Adding or removing columns

• Reordering them to suit your analysis needs

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Selecting a Date Range

When generating a report, you can define the date range that determines which tasks are included based on their start and end dates.

You have two types of options:

Predefined Ranges:

Quickly choose from common timeframes:

• Today

• Yesterday

• This Week / Previous Week

• This Month / Previous Month

• This Quarter / Previous Quarter

• This Year / Previous Year

Gantt-Based Ranges:

These options dynamically reflect your current Gantt setup:

• Chart Date Range – based on the Chart Start and End Date defined in your Gantt configuration.

• Visible Task Range – includes only the tasks currently visible based on their start/end dates and applied filters.

Custom Range

Use the built-in calendar picker to manually select any custom start and end date for your report.

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Grouping and Sorting Report Data

Organize your report for better readability and analysis by using grouping and sorting options.

Grouping Options

You can group report data by a variety of fields, including:

• Gantt fields

• Jira fields (as long as they are present in the Gantt chart)

• Special Report fields such as: Year, Quarter, Month, Week, and Day

You can also:

• Reorder group levels to change the nesting structure

• Sort each group by any relevant field

Sorting Options

You can sort tasks in your report by:

• Gantt fields

• Jira fields (present in the chart), even if they are not added as columns

Additionally:

• Multiple fields can be selected for sorting

• Sorting order can be easily rearranged

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Task Scope & Time Calculations

Reports include only the tasks currently visible in the Gantt chart.

Additionally, you can further refine the report by selecting a Start and End date for the report itself. The report will then include tasks that fall fully or partially within this selected date range:

• A task is added to the report if any part of it overlaps with the chosen period.

• Time values (Work, Duration) are adjusted to reflect only the portion of the task that occurs within:

  • the selected date range, or

  • the relevant time group (e.g. Day, Week, Month) if grouping is applied.

• Remaining and Spent time values are also calculated based on the selected report period, and are distributed according to the Workload distribution setting.

• Group duration is calculated from the earliest start to the latest end date of the tasks it contains

• The Start and End Date columns will always show the actual task dates — not trimmed by the selected report period, so you retain full visibility into when the task begins and ends, even if only part of it is reported.

Report View Options

• You can expand or collapse individual groups by clicking the arrow next to each group header. This helps you focus on specific sections of your report.

• To save time, use the Collapse/Expand All button to open or close all groups in the report simultaneously.

• If you prefer a simplified overview, enable the “Hide details” option to hide tasks, making the report easier to scan.

• Additionally, you can open the report in full-screen mode for a larger, more immersive view, making it easier to analyze detailed information without distractions.

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Export

• You can export the generated report to Excel with a single click.

• The exported file will preserve the same grouping and sorting as displayed in the report, ensuring consistency between what you see on screen and in your Excel document.

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