How to Create Reports in ClickUp
Here’s how to create reports in ClickUp:
- Go to your team space and click on it.
- Click on the list that you want to create a report to.
- Click the '+View' option.
- Select 'Dashboard'.
- Provide a name and choose your preferred dashboard.
- Select a location to source your data from and click 'Create Dashboard'.
- Shows a pie chart representation of total tasks by Assignee.
- Useful for tracking progress towards project completion.
- Displays a bar chart to compare tasks across different categories like assignees.
- In your dashboard, you will also find the lists of overdue tasks.
- The latest activity made or timeline history.
- In your Dashboard, you will be able to track your tasks by cards. If you desire to add a card you can do it by clicking the 'Add card' option.
- Click the 'Share' button at the top of the dashboard to set sharing permissions.
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