Creating and customizing reports in Productive is designed to be simple and flexible, letting you tailor insights to your specific needs. With a few clicks, you can generate custom reports that surface valuable data for your projects and teams.
You have several ways to start a report.
Use a Predefined Report
Productive offers a variety of predefined reports in the Report Template Library. These serve as quick solutions or starting points for further customization.
Click + Report in the upper right to access the templates.
Build a Report From Scratch
If you prefer a tailored approach, build your own report from scratch. Open the dropdown menu in the upper right and select From Scratch.
👉 See Choosing a Data Source for Your Report for the full list of data sources available.
Generate a Report with AI
Use AI Reports to speed up the process — describe the data you want to see in plain language, and Productive generates a report for you.
AI Reports work well when you're not sure where to start or want to quickly explore trends, patterns, or metrics across your workspace. You can customize the report further after it's created, just like any other report.
👉 Learn more about AI Reports.
Use Polaris for Advanced Reporting
If you need full control over how your data is queried and combined, Polaris lets you write custom SQL queries and build reports across teams, departments, and organizations. It's built for users with SQL knowledge looking for deeper insights.
👉 Learn more about Polaris.
Next Steps
👉 Once you've picked a starting point, see Choosing a Data Source for Your Report to build it out, or Viewing and Managing Your Reports once it's saved.