Reporting

Instill accountability and drive results with automated reporting.  By leveraging TrueNxus's reporting, your organization can monitor and review progress at any time. As a result, through transparency, the entire project team can truly collaborate and be held accountable to one another, allowing everyone to focus on what's most important - doing actual work. 

Access project reporting

You can access project Reporting by clicking, "Reporting" within any project.

Reporting provides visibility into progress across four sub-reports, which are updated every 5 minutes:

• Plan
• Next 7 Days
• Tasks
• Team

Plan

The Plan sub-report allows you to see the big picture quickly in one simple view. With the Plan sub-report, you can visualize how the project has progressed historically, where it stands today, and how the future looks in terms of when the rest of the work is forecasted to be complete. You can easily see where the project stands at any given day (past, present, or future) by merely hovering your mouse over any day and see how the plan is developing.

The legend captures the following data:

• Past Due: Count of active tasks that are neither Complete nor On Hold and the due date has come and gone.
• Complete: Count of active tasks that are Complete.
• Forecast: Count of active tasks that are neither Complete nor On Hold and the due date is in the future.
• Planned: Count of active tasks that are not On Hold.

Notes: Daily counts are snapshots in time. Counts are based on the max hour of any given day, in UTC, and then converted to the user's timezone. Additionally, all tasks are considered active, until they are deleted. If a task is deleted the counts are reduced only on the day the delete occurred.

Next 7 Days

The Next 7 Days sub-report allows you to see what tasks are past due and coming due in the next 7 days. If you see a task that needs to be updated, you can click the task name and the Task Details drawer will open. Any updates will not display immediately. Instead, if you click on a task within the Next 7 Days sub-report, and update the status or due date within the Task Details drawer, the update will be incorporated into all sub-reports including the Next 7 Days sub-report every 5 minutes. Just remember to refresh the page.

Tasks

The Tasks sub-report provides you a pie-chart view into task counts by status as of "now".

Note: Unlike the Plan sub-report, the Tasks sub-report count includes tasks that have a status of On Hold.

Team

The Team sub-report provides you a view into the task count, by status, across all Project Members and Project Guests sorted A - Z by Name.

Notes: if the user's avatar is light grey, the user is no longer a part of the project and his/her open tasks need to be re-assigned. Additionally, counts are multiplied in this report if a task has more than one assignee. For example, if Ashley Payne and Candice Bergen are assigned the same task, each will have a count of 1 in their row.