Productive

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

Reports 

Choose how to start a report in Productive — from the library, from scratch, with AI, or using Polaris.

Getting Started with Reports

A reference to every data source available when building a report from scratch in Productive.

Choosing a Data Source for Your Report

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 Report 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

Find, filter, and clean up your saved reports from the main Reports screen.

Viewing and Managing Your Reports

Reports Overview

Group, filter, pivot, switch currencies, and drill down into your report data in Productive.

Working With Report Data

Visualize report data with column, bar, line, and other chart types, and customize their colors.

Creating Charts 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

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.

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 absence allowances, such as vacation or sick leave.

Tracking Absence Allowances With Reports

See, per person, how worked hours compare to availability, and how many of those hours were marked as overtime.

Overtime by Person Report

Create some of the most popular reports in Productive

Reports: Best Practices

Track how many hours a person logged compared to what their cost rate and paid absence say they should have worked, each month.

Hours Over/Under Capacity Report

Track time logged across subsidiaries and generate reports for intercompany billing.

How to Track and Report Intercompany Hours

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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