If you need to generate a report and automatically send it to your internal teams or clients, you can create a report using the Tasks data source in Productive.
This is particularly useful for tracking the progress of sprints or any other time-bound tasks.
Create a Report
Start by creating a new report with the Tasks data source.
Apply the necessary filters, such as:
Date Closed: Set to "Last Week" to display only tasks that were closed in the previous week.
Project: Filter tasks by a specific project to focus on relevant work.
Customize the report by adding or removing fields as needed. You can also group tasks by folder, assignee, or other supported criteria.
Once you’re satisfied with the setup, click "Save report".
Set Up a Pulse for Automated Reports
After saving the report, you can quickly access it from your Reports view.
To automate the sending of this report, tick the Create Pulse for this report option when saving.
In the Pulse Details screen which will open automatically if you select to create a Pulse, set the schedule, choose the format (e.g., PDF or CSV), and select the recipients who will receive the report.
Once everything is adjusted, click "Save pulse" or "Send test pulse" to see how the report looks.
Tip: Setting up a Pulse ensures your report is sent automatically according to your defined schedule, keeping your team or clients informed without extra effort.
If you didn't create a Pulse while saving the report, don't worry—you can access the report later and activate the Pulse by clicking the Pulse icon 🔔!
For more detailed information on how Pulse works, check out this article.
