Workspace Items Report

The Workspace Items Report gives a view of all items across your entire workspace. This report allows you to see ongoing tasks, timelines, responsibilities, and effort estimates, so you don’t need to open individual boards. 

Accessing the Report

To access the report, navigate to your workspace and select Report left-hand navigation panel.

Then, select Workspace Items report. This opens a detailed table where all tasks, grouped by their boards and parent items, are displayed in a single interface.

Additionally, you can manually configure other items you want to track. Note that, if you’re looking for profitability data, you should use the dedicated Profitability report. 

Report Structure and Grouping 

By default, items are grouped first by Boards and Rows and then by Parent Items, creating a logical and hierarchical structure. However, you can customize the grouping by selecting other parameters such as Assignee, Location, Tag, and others.

Key Data Columns

The Workspace Items Report displays several critical data fields for each item, including: 

• Item Name: The title or description of the task or group. 
• Start Date: The planned start date for the item. 
• Due Date: The deadline for task completion. 
• Assignee: The team member or group responsible. 
• Estimate: The estimated amount of time required to complete the task. 

Additionally, you can customize and add different data columns like status, dependencies, and more.

Practical Use Cases 

The report is particularly useful for: 

• Conducting weekly progress reviews. 
• Planning sprints or releases with a clear view of task volume and time requirements. 
• Managing team workloads and identifying capacity issues. 
• Tracking deadlines and ensuring accountability across departments.