Creating and customizing reports in Productive is designed to be both simple and flexible, allowing you to tailor insights to your specific needs.
With a few clicks, you can generate custom reports that provide valuable data for your projects and teams.
Getting Started with Reports
To begin, you have two main options:
Use Predefined Reports
Productive offers a variety of predefined reports available in the Reports Template Library. These can serve as quick solutions or starting points for further customization. Click on + Report to access the templates.
Build Your Own Report
If you prefer a more tailored approach, you can build your own report from scratch. To do so, open the dropdown menu in the upper right and select "From scratch".
Building a Report from Scratch
Select "From Scratch"
Start by choosing "From scratch" from the menu.
Choose Data Types
Next, decide which type of data you want to include in your report. Productive allows you to extract data from various sources, including:
Bookings
Budgets
Capacity & Availability
Companies
Cost Rates
Deals
Entitlements
Expenses
Financial Items
Invoices
Payments
People
Projects
Rates
Services
Tasks
Time Entries
Note: The availability of certain data sources may depend on your permission level within Productive.
Customizing Your Report
After selecting your data, you can customize the report to fit your specific needs. For detailed instructions on how to tailor your report, follow this customization guide.
Learn More
For more insights into creating effective reports in Productive, check out our comprehensive guide on popular report insights here.
Reports Webinar
For real-time examples and practical use cases, watch our Reports Webinar. This webinar provides a hands-on demonstration of the reporting features and offers tips on maximizing the benefits of Productive's reporting tools.