Reporting

See open work, reviews and budget pressure in configurable widgets.

In this section

  • Overview

    Open Reporting in the sidebar to build dashboards of widgets. You need Pro or Enterprise.

  • Widgets

    Add a widget in three steps: data type, pie, line or bar chart, then details and filters such as is, is in and is not.

  • Critical tasks

    Critical Tasks lists work with priority Highest so your agency can react early and avoid last-minute stress.

  • Reviews

    Reviews lists failed reviews that include a reason, so you can spot patterns and raise client satisfaction with every acceptance.

  • Reopened tasks

    Reopened lists tasks created again from an earlier task, so you can spot follow-up work and improve quality.

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