Tasklytic
Reporting dashboards
Build dashboards from tasks, projects, goals, time, and billing data with the chart builder, then share them and schedule email digests.
Reporting turns the data already in your workspace into charts you can arrange, share, and have delivered on a schedule. Open Reporting from the section bar; project- and portfolio-level dashboards are also available from their own Dashboard tabs.
Dashboards
The reporting home lists every dashboard you can see, filtered by name, owner, and creation date. Click New dashboard to create one, then add charts to it.
Charts sit on a resizable grid — drag to reposition, drag a corner to resize. The layout is saved with the dashboard.
Building a chart
Add chart opens a three-step builder with a live preview.
1. Source and scope
Pick what the chart counts, and how far it reaches.
| Source | Typical use |
|---|---|
| Tasks | Throughput, workload distribution, due-date pressure |
| Projects | Status mix, project counts by team or owner |
| Portfolios, Goals | Health and progress rollups |
| Time entries | Hours and amounts by person, client, engagement, or activity code |
| Expenses | Spend by category, person, or client, billable or not |
| Utilization | Hours and utilization percentage per person |
| Work in progress | Unbilled value by client or engagement |
| Invoices, Payments | Invoiced, paid, and outstanding amounts |
| Realization, Effective rate | Billed value against work performed |
| AR aging | Outstanding balances by aging bucket |
Scope the chart to the whole workspace, one portfolio, one team, one project, or a saved view.
2. Filters
Add conditions to narrow the data — the same filter builder used in project views.
3. Visualization
Choose a title and a chart type: bar, column, line, donut, lollipop, a single number, or a burn-up. Then set:
- Group by — the category axis, from the fields the source offers.
- Measure — count, sum, or average, and which field to measure.
- Date field and granularity — day, week, month, or quarter for time-based charts.
- Top N — all, or the top 5, 10, 25, or 50 categories.
Chart templates offer pre-built configurations if you'd rather start from a common report and adjust it.
Reading a dashboard
Click into a chart segment to open the drill-down panel, which lists the underlying records — the tasks, entries, or invoices behind that bar or slice. It's the quickest way to go from a number that looks wrong to the rows that produced it.
Charts can be edited, duplicated, and removed from each card's menu.
Sharing
Share on a dashboard sets its visibility:
| Visibility | Who can open it |
|---|---|
| Private | Only the owner |
| Specific people | People you name, as viewers or editors |
| Workspace | Everyone in the workspace |
Editors can change charts and layout; viewers can only read and drill down.
Scheduled digests
Schedule digest emails a dashboard's charts on a recurring basis:
- Daily
- Weekly (Monday)
- Monthly (1st)
Add recipients as a comma-separated list and save. The schedule shows its next run, and clearing it stops delivery. Digests are sent by the server-side worker, so they keep arriving whether or not anyone opens the app.
PSA reporting
Billing-specific reports live under PSA reporting (/w/<workspace>/psa/reports), which pairs a standard dashboard of professional-services metrics with the Billing rates panel. See Time and billing for what those metrics mean.