Custom Reports

Create tailored reports that provide exactly the insights you need. Export data, schedule automated delivery, and share reports with stakeholders.

Overview

Custom reports allow you to:

• Build reports with specific metrics and filters
• Schedule automated report generation and delivery
• Export data in multiple formats (PDF, Excel, CSV)
• Share reports with team members and external stakeholders
• Track custom KPIs unique to your workflow

Unlike the standard analytics dashboard, custom reports let you combine any metrics, apply complex filters, and create presentation-ready documents.

Prerequisites

Required role:

• Members: Create personal reports
• Admins: Create and share organization-wide reports
• Enterprise: Advanced reporting features and customization

Plan availability:

• Free: 5 custom reports, basic export
• Pro: 50 custom reports, scheduled delivery
• Enterprise: Unlimited reports, advanced features

Creating Your First Report

Step 1: Start a New Report

Begin building a custom report:

1. Navigate to Analytics → Custom Reports
2. Click "+ New Report"
3. Choose template or start blank:

• Use Template: Pre-built report structures
• Start Blank: Full customization

Popular templates:

• Weekly Team Summary
• Project Status Report
• Executive Dashboard
• Sprint Retrospective
• Client Progress Update
• Resource Utilization
• Time Tracking Summary

Step 2: Configure Report Settings

Set up basic report information:

Report Details:

• Name: Descriptive title (e.g., "Weekly Engineering Summary")
• Description: Purpose and audience
• Category: Organize reports (Team, Project, Executive, Custom)
• Tags: Make reports searchable

Time Period:

• Last 7 days
• Last 30 days
• Last quarter
• Custom date range
• Dynamic (always shows last X days)

Audience:

• Personal (only you)
• Team (specific members)
• Organization (all members)
• External (via secure link)

Step 3: Select Data Sources

Choose what data to include:

Available data sources:

• Tasks: Completion, status, assignments
• Projects: Progress, milestones, budgets
• Team: Productivity, workload, collaboration
• Time Tracking: Estimates vs. actuals
• Custom Fields: Any custom field values
• AI Agents: Automation metrics
• Integrations: Data from connected tools

Filter data by:

• Date range
• Projects (select specific projects)
• Team members
• Task status (To Do, In Progress, Done)
• Priority levels
• Labels and tags
• Custom field values

Step 4: Choose Metrics and Visualizations

Select what to display and how:

Metric types:

• Count: Number of tasks, projects, etc.
• Percentage: Completion rates, distribution
• Average: Mean completion time, velocity
• Sum: Total hours, story points, costs
• Trend: Changes over time
• Comparison: Current vs. previous period

Visualization options:

• Tables: Detailed data rows
• Bar Charts: Compare categories
• Line Charts: Trends over time
• Pie Charts: Distribution breakdown
• Heatmaps: Activity patterns
• Gauges: Progress toward goals
• Scorecards: Key numbers highlighted

Example configuration:

Metric: Task completion rate
Visualization: Line chart
Time period: Last 90 days
Group by: Week
Filter: High priority tasks only

Step 5: Customize Layout

Arrange your report sections:

Layout options:

• Single column: Simple, linear flow
• Two columns: Compare side-by-side
• Grid: Multiple small widgets
• Custom: Drag-and-drop positioning

Section types:

• Header: Title and summary text
• Metrics: Display specific numbers
• Charts: Visual data representations
• Tables: Detailed data
• Text: Commentary and context
• Images: Screenshots, logos, diagrams

Drag and drop:

1. Add section from sidebar
2. Drag to position
3. Resize as needed
4. Configure content

Step 6: Add Branding (Optional)

Customize appearance for external sharing:

Branding options:

• Logo: Add company or team logo
• Colors: Match brand colors
• Fonts: Choose typography
• Header/Footer: Add consistent elements
• Watermark: "Confidential" or "Draft" markings

Available on Pro and Enterprise plans.

Report Types and Templates

Weekly Team Summary

Track team progress week-over-week:

Included metrics:

• Tasks completed this week
• Completion rate vs. last week
• Team velocity trend (4 weeks)
• Top contributors
• Blocked or overdue tasks
• Upcoming deadlines

Best for: Team leads, weekly standups

Project Status Report

Comprehensive project health check:

Included metrics:

• Project completion percentage
• Milestone progress
• Tasks by status (To Do, In Progress, Done)
• Burndown chart
• Team workload
• Budget utilization (if tracked)
• Risk indicators

Best for: Project managers, stakeholder updates

Executive Dashboard

High-level business metrics:

Included metrics:

• All projects overview
• Resource utilization across teams
• Key performance indicators
• Budget vs. actual
• Team capacity and workload
• AI automation impact
• Trends and forecasts

Best for: Leadership, board meetings

Sprint Retrospective

Analyze sprint performance:

Included metrics:

• Planned vs. completed story points
• Velocity comparison (last 5 sprints)
• Completion rate by priority
• Average cycle time
• Team capacity utilization
• Blockers and impediments
• Quality metrics

Best for: Agile teams, retrospective meetings

Time Tracking Report

Detailed time analysis:

Included metrics:

• Estimated vs. actual time
• Time by project
• Time by team member
• Time by task type
• Estimation accuracy
• Billable vs. non-billable hours
• Overtime tracking

Best for: Consulting teams, billing purposes

Advanced Reporting Features

Calculated Fields

Create custom calculations:

Examples:

Team Efficiency = (Completed Tasks / Assigned Tasks) × 100

Average Velocity = Total Tasks Completed / Number of Weeks

Cost Per Task = Total Project Cost / Tasks Completed

Completion Speed = Tasks Completed / Days Elapsed

How to create:

1. Click "+ Add Calculated Field"
2. Name your field
3. Choose data sources
4. Define calculation formula
5. Set formatting (percentage, currency, etc.)

Conditional Formatting

Highlight important values:

Color-code values:

• Green: Above target
• Yellow: On target
• Red: Below target

Example rules:

• Completion rate > 85%: Green
• Completion rate 70-85%: Yellow
• Completion rate < 70%: Red

Icon indicators:

• Tasks on schedule
• Tasks at risk
• Tasks overdue

Report Filters and Drill-Down

Interactive exploration:

Dynamic filters: Allow report viewers to adjust:

• Date range
• Team members
• Projects
• Custom fields

Drill-down capabilities:

• Click chart element to see details
• Navigate from summary to task list
• Expand sections for more information

Comparative Analysis

Compare periods or segments:

Time comparisons:

• This week vs. last week
• This month vs. last month
• This quarter vs. last quarter
• Year-over-year

Segment comparisons:

• Project A vs. Project B
• Team A vs. Team B
• High priority vs. Low priority

Display options:

• Side-by-side tables
• Overlay charts
• Difference highlighting

Exporting Reports

Export Formats

Choose the right format for your needs:

PDF:

• Best for: Presentations, email, archiving
• Features: Fixed layout, professional appearance
• Options: Page size (A4, Letter), orientation (portrait/landscape)

Excel (XLSX):

• Best for: Further analysis, data manipulation
• Features: Raw data, formulas preserved
• Options: Single sheet or multiple sheets

CSV:

• Best for: Data import to other tools
• Features: Simple, universal format
• Options: Delimiter choice (comma, tab, semicolon)

PNG/JPEG:

• Best for: Embedding in documents, presentations
• Features: Visual snapshot
• Options: Resolution, size

PowerPoint (PPTX): (Enterprise only)

• Best for: Presentations
• Features: One chart per slide, editable
• Options: Template selection

Export Process

Generate and download reports:

1. Open report you want to export
2. Click "Export" button
3. Choose format (PDF, Excel, CSV, etc.)
4. Configure options:

• Include/exclude sections
• Page layout
• Data range
• Branding elements

5. Click "Generate"
6. Download when ready (usually less than 30 seconds)

Batch Export

Export multiple reports at once:

1. Select reports from reports list
2. Click "Batch Export"
3. Choose format (all exports use same format)
4. Configure settings
5. Generate all

Downloads as a ZIP file containing all reports.

Scheduled Reports

Automating Report Delivery

Set up automatic report generation and delivery:

Schedule configuration:

1. Open report
2. Click "Schedule" button
3. Set frequency:

• Daily (weekdays or every day)
• Weekly (choose day of week)
• Monthly (choose date or first/last day)
• Quarterly
• Custom (specific dates)

4. Choose time: When to generate and send
5. Select recipients:

• Team members (by role or individual)
• External email addresses
• Slack channels (Pro/Enterprise)

6. Choose format: PDF, Excel, or link to live report
7. Add message: Optional email note
8. Activate schedule

Example schedule:

Report: Weekly Team Summary
Frequency: Every Monday at 9:00 AM
Recipients: All team members + manager@company.com
Format: PDF attachment
Message: "Here's your weekly team performance summary."

Managing Schedules

View and modify scheduled reports:

Schedules dashboard:

• See all active schedules
• Pause/resume schedules
• Edit schedule settings
• View delivery history
• Check for failures

Delivery history:

• When report was sent
• Who received it
• Delivery status (sent, failed, bounced)
• Open/view tracking (Enterprise)

Pause schedules temporarily: Useful during holidays, project breaks, or when data quality issues need resolution.

Sharing Reports

Internal Sharing

Share with team members:

Share options:

1. Direct link: Send URL to report
2. Email invite: Send via Verk email system
3. Embedded: Add to project or task
4. Dashboard widget: Display in analytics dashboard

Permission levels:

• View only: See report, can't edit
• View and export: Can download data
• Edit: Can modify report configuration
• Admin: Full control including sharing settings

External Sharing

Share with stakeholders outside your organization:

Public link generation:

1. Open report settings
2. Click "Generate Public Link"
3. Configure security:

• Password protection: Yes/No
• Expiration date: Set or indefinite
• Allow exports: Yes/No

4. Copy link
5. Share with recipients

Security considerations:

• Links work without Verk login
• Update frequency (real-time, hourly, daily)
• Data visibility (respect internal permissions)
• Revoke access anytime

Report Subscriptions

Let others subscribe to reports:

How it works:

1. Make report "subscribable"
2. Share subscription link
3. Recipients choose delivery frequency
4. They receive automatic updates

Subscriber management:

• View who is subscribed
• Approve/deny subscription requests
• Remove subscribers
• Change delivery settings

Report Use Cases

Use Case 1: Weekly Stakeholder Update

Goal: Keep executives informed without manual work

Setup:

1. Create "Executive Summary" report:

• All projects completion status
• Key milestones achieved
• Resource utilization
• Risks and blockers

2. Schedule for Friday 4 PM
3. Send PDF to leadership team
4. Include brief summary message

Result: Stakeholders stay informed, no manual reporting needed

Use Case 2: Client Progress Reports

Goal: Professional updates for client projects

Setup:

1. Create project-specific report with client branding
2. Include:

• Tasks completed this period
• Upcoming deliverables
• Budget utilization
• Timeline status

3. Schedule bi-weekly delivery
4. Send secure link (password-protected)

Result: Professional client communication, builds trust

Use Case 3: Sprint Retrospective Data

Goal: Data-driven retrospective discussions

Setup:

1. Create sprint analysis report
2. Include velocity, completion rates, blockers
3. Generate manually after each sprint
4. Present during retrospective meeting
5. Export as PDF for sprint records

Result: Fact-based retrospectives, archived sprint data

Use Case 4: Time Tracking for Billing

Goal: Accurate client billing from tracked time

Setup:

1. Create time report filtered by client project
2. Include estimated vs. actual hours
3. Breakdown by team member and task type
4. Export to Excel monthly
5. Import into billing system

Result: Accurate billing, transparent time tracking

Troubleshooting

Report Doesn't Include Expected Data

Check:

• Date range covers the expected period
• Filters aren't excluding data
• Projects/tasks haven't been archived
• You have permission to view the data

Fix:

1. Clear all filters and re-apply
2. Expand date range to "All time" temporarily
3. Verify project access in settings

Scheduled Report Not Delivering

Common issues:

• Email addresses incorrect or bouncing
• Report generation failing (check error logs)
• Schedule paused or disabled
• Recipient spam filters blocking emails

Solutions:

1. Check schedule status (Active/Paused)
2. Review delivery history for errors
3. Test with manual send
4. Verify email addresses
5. Ask recipients to whitelist noreply@verk.com

Export Takes Too Long

Optimization:

• Reduce date range
• Remove unnecessary sections
• Simplify complex visualizations
• Filter to essential data only
• Export during off-peak hours

If persistent: Large datasets may need special handling. Contact support for enterprise export options.

Report Performance Is Slow

Speed improvements:

1. Reduce number of widgets/charts
2. Limit date range to necessary period
3. Use summary metrics instead of detailed tables
4. Pre-filter data before adding to report
5. Cache frequently used calculations

Best Practices

Start with a Template Modify existing templates rather than building from scratch. Faster setup and proven layouts.

Focus on Actionable Insights Every metric should answer a question or inform a decision. Avoid "nice to know" metrics that don't drive action.

Keep Reports Focused One report per audience or purpose. Don't try to serve everyone with a single report.

Use Consistent Formatting Standardize colors, fonts, and layouts across reports for professional appearance.

Add Context with Text Include brief explanations of what metrics mean and why they matter. Don't assume everyone understands the data.

Schedule Instead of Manual Automate recurring reports. Saves time and ensures consistency.

Test Before Sharing Always preview reports before sending to external stakeholders. Check for data accuracy and formatting.

Archive Old Reports Remove or archive reports that are no longer used. Keeps report library manageable.

Version Important Reports Save copies of critical reports (e.g., quarterly reviews) for historical reference.

Gather Feedback Ask report recipients what's useful and what's not. Refine reports based on actual use.

Related Documentation

• Dashboard Overview - Interactive analytics dashboard
• Task Analytics - Task-specific metrics
• Team Performance - Team productivity analytics
• Project Analytics - Project insights
• Data Migration - Export and import data

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Need help building reports? Our support team can help you create effective analytics.