AI & integrations

Schedule activity reports

Get daily or weekly email reports for yourself, a team, or the workspace.

Get a daily or weekly email summary of your own activity, a team, a department, or the whole workspace.

Add a report

  1. Open Settings → Reports.
  2. Select Add a report.
  3. Choose a Type. Personal is a private summary of your own activity. Team asks which team to cover.
  4. Choose Daily or Weekly, then select Add report.

Workspace owners and admins can also choose Workspace, or Department when the workspace has departments. You can’t add the same report twice, such as two daily reports for one team.

Ask custom questions

Add up to three questions for each report to answer. Pick one of the suggestions or type your own and select Add. A weekly team report, for example, can answer Who is overloaded and who has capacity?

Read past reports

Reports are emailed to you and also appear on the Reports page in the main navigation.

Pause, edit, or delete a report

Return to Settings → Reports. Use the switch beside a report to pause or resume it, the pencil to change it, or the trash button to delete it. Reports you already received stay in your inbox.

Common questions

Can I get a report for my whole workspace?

Yes, if you’re a workspace owner or admin. In Settings → Reports, select Add a report and choose Workspace as the type.

How do I stop getting a report?

In Settings → Reports, turn off the switch beside the report to pause it, or use the trash button to delete it.

Where can I find past reports?

Open Reports in the main navigation. Reports are also emailed to you.