Before you begin
Open the organization whose work you want to report on. You need access to reports and to the particular download you want to create.
Step by step
- Open Reports and choose Monthly report. You can also use Monthly report from Home when it is offered.
- Choose the Month. Narrow the view by Department, Type of work or Priority if you need to.
- Review the completed work, outstanding work and department totals. A label such as Not available means there is no useful value to show.
- Choose Download PDF, Download DOCX, Download XLSX or Download CSV from the options available to you.
- Keep the downloaded copy with your records. Report runs lets authorized users find previously saved reports.
What happens next
You have a downloaded copy that you can open in the appropriate reader or spreadsheet application. Keep it with the date and filters you selected.
For a plain-language explanation of the totals, see Understand the numbers.
Need a hand?
If Reports or a download is missing, ask your administrator about access. New downloads may include changes recorded since the previous report. Scheduled report email is not available. You can download an example CSV for a short illustration of a work summary. This curated sample is not an export from your organization.
Still need help? Find support options.