Prepare a monthly report for your stakeholders
Collect the dashboard, activity and hours into one tidy set of files.
Stakeholders want a few numbers and a short story. IdeaLine can supply the numbers in about five minutes.
- Open the Dashboard and set the History window
Choose the period you are reporting on. See Change the history window.
- Choose Print / PDF report and save the report
This gives you progress by status, productivity and overdue work in one document. See Export a report from the Dashboard.
- Choose CSV if you want the numbers in a spreadsheet
- Open the Activity tab and use Export
Share the feed if someone asks what changed. See Export the activity feed.
- For billing, open Time, then Team hours, then Export
Pick a Period and download CSV, Excel, PDF, QuickBooks or ERP files. Time tracking is part of the Team plan and above. See Export hours for invoicing or payroll.
- Write two sentences on top
What went well and what you will change next month. The files supply the evidence.
Reports can contain client names and hours. Share them only with people who should see them. See Share work safely.
Related articles
- Export a report from the DashboardDownload projects as CSV or print a PDF report.
- Export the activity feedDownload changes as Excel, CSV or JSON for a report or meeting.
- Export hours for invoicing or payrollDownload CSV, Excel, PDF, QuickBooks or ERP files from Team hours.
- Download everything: your data backupGet a complete copy of your workspace as a ZIP, Excel workbook or JSON file.
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