Productive

Create powerful reports and set up automatic reporting with just a couple of clicks.  

Reports 

Easily create and customize reports in Productive with predefined options or from scratch, using a wide range of data sources.

Reports Overview

Quickly generate and customize reports using the Reports Library. Save your reports and access key data with just one click.

Creating and Using Prebuilt Reports from the Reports Library

Easily manage and find your saved reports by creating custom categories with unique names and color labels.

Organizing Your Saved Reports with Custom Categories

Manage who can view, edit, and share reports in Productive by controlling access levels and permissions.

Sharing Reports: A Step-by-Step Guide

Control report access by configuring user permissions based on data sources, ensuring secure and specific data sharing.

Sharing Reports: Permissions and Data Sources Explained

Learn how to tweak metrics, group data, create charts, and switch currencies in Productive reports for tailored and insightful analyses.

Customizing Metrics and Visualizations in Reports

Learn how to use cumulative formatting in reports to track the cumulative progress of key metrics over time.

Cumulative Formatting in Reports

Learn how to customize your reports using OR and AND filters for precise data analysis.

Using OR and AND Filters for Advanced Reporting

Use the Workload field in C&A reports to track task assignments, compare availability, and identify team overloads or underutilization.

Using the Workload Field in the Capacity & Availability Report (Beta)

Customizing Your Reports

Receive reports directly in your Email inbox on a daily, weekly, and/or monthly basis.

Using Pulse to Automate Your Reports

Learn how to create a report for sprints and automate its delivery using Pulse, with filters and scheduling options.

Creating a Report and Setting Up a Pulse for Sprints

Send reports into any Slack channel on a daily, weekly, or monthly basis.

Sending Pulse Reports to Slack

Automatic Reporting

Learn how to create and manage reports tailored to individual projects in Productive, helping you focus on the data that matters most.

Creating Project-Specific Reports

Learn how to create, customize, and automate Payroll Reports in Productive, providing an overview of your team's salaries and cost rates.

Creating and Customizing Payroll Reports

Create reports to monitor employee time-off allocations like vacation or sick leave.

Tracking Time-Off Allocations with Reports

Monitor and report on overtime efficiently using Productive's built-in "Overtime by People" report, available in the Reports Library.

Tracking Overtime

Create some of the most popular reports in Productive

Reports: Best Practices

Use Cases

Find answers and get help from Intercom Support and Community Experts

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