Productive

Turn your data into reports and dashboards you can share.

Reports and Dashboards

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

Save a report you've already built and reuse it for new projects, without setting it up from scratch. Learn how to create, use, edit, and delete report templates in the…

Report Templates

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

Viewing and Managing Your Reports

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

Create reports from scratch or from the library, organize them, and share them.

Creating and Sharing Reports

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

Using OR and AND Filters for Advanced Reporting

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

Cumulative Formatting in Reports

Add charts, filters, and formatting to your reports.

Customizing Reports

Visually display your data on the home page. Create multiple dashboards and add widgets. Share dashboards with your team members.

Working With Dashboards

Pre-loaded dashboards automatically available for new users, fully interactive and ready to explore.

Default Dashboards for New Users

Quickly visualize key project metrics with customizable dashboards. Track status, finance, capacity, and more in one place.

Dashboards in Projects

Work with dashboards, including the default dashboards and dashboards in projects.

Dashboards

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

Using Pulse to Automate Your Reports

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

Sending Pulse Reports to Slack

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 on a schedule, by email or to Slack, with Pulse.

Scheduled Reports (Pulse)

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

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 Availability Report

Add the Workload field to a Capacity & Availability report to compare task hours with availability and spot overloaded team members.

Using the Workload Field in the Capacity & Availability Report

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

How to Track and Report Intercompany Hours

Example reports for projects, payroll, absence, overtime, and capacity.

Report Examples

Polaris is a built-in BI tool in Productive that lets you run SQL queries to create reports, analyze data, and gain deep insights.

Polaris by Productive: SQL-Powered Business Intelligence (Alpha)

Query your Productive data with SQL in Polaris (alpha).

Polaris

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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.

Connect your stack

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