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Report Builder

Create custom reports from your workspace data and schedule automated delivery.

Features​

  • Custom Reports — Create reports from different data sources
  • Data Sources — Projects, Tasks, or Trips
  • Access Control — Public or Private report visibility
  • Scheduled Reports — Automate report generation and email delivery

Creating a Report​

  1. Go to Report Builder
  2. Click Create New Report
  3. Enter report title
  4. Select data source (Projects, Tasks, or Trips)
  5. Set access level
  6. Click Continue

Common Tasks​

TaskDescription
Create reportBuild custom reports from workspace data
Select data sourceChoose from Projects, Tasks, or Trips
Schedule reportsAutomate report generation and email delivery
Manage schedulesConfigure recipients, frequency, and timing

Getting Help​

Ready to build custom reports?

→ See Creating Reports for the complete guide
→ See Scheduled Reports for automating report delivery