Summary: Creating a report involves defining the report scope, selecting appropriate fields, setting filters, and optionally visualizing the data. Reports can be customized to focus on general tasks, specific task types, or time-based system activities.

Report Types

Report Type	Purpose
General Reports	Pull data across multiple task types.
Task Type Reports	Focus on specific task categories.
Time Log Reports	Audit user activities with timestamped logs.

Steps to Create a Report

1. Adding a New Report

• Click Add New Report from the Reports dashboard.

2. Defining Basic Report Scope

• Select the primary data source (Tasks, Activities, Logs).
• Choose specific task types if needed.
• Apply initial filters to narrow the dataset.

3. Choosing Fields

• Pick fields like Task Title, Owner, Due Date, Status, etc.
• Add or remove fields depending on your reporting needs.

4. Setting Report Filters (Optional)

• Apply filters like status, date range, owner, etc.
• Filters allow better data focus and relevance.

5. Generating Report Data

• View data in a structured tabular format.
• Make adjustments to fields or filters if necessary.