Reporting
My Reports
Browse the reports offered to your role, grouped by subject, and open one to see its figures, charts and tables.
My Reports is a catalogue of fuller reports than the Dashboard can hold. Reports are grouped into sections by subject, each with a short description of what it covers. You see only the reports offered to your role, so the page stays focused on what is useful to you.
Use the Dashboard for a daily view of your own work and headline numbers. Use My Reports when you need a fuller picture of one subject.
Before you start
- Open My Reports from the Reporting section of the sidebar.
- Which reports exist, and which roles see them, is set by an administrator in Governance → Reporting. See Reporting (Governance).
- If you cannot see My Reports, your organisation may not use it, or your role may not include it. See Understanding roles.
Understanding the page
The page is headed Reports and lists one section after another.
| Element | What it shows |
|---|---|
| Section heading | The subject the reports in it cover, with a short description underneath. |
| Report tile | One report, with an icon and its name. Select it to open the report. |
| Coming soon tile | A planned report. It is greyed out and cannot be opened yet. |
Only sections that contain at least one report for your role are shown. If no reports are offered to your role, the page shows No reports are available for your role.
Reports available by default
Your administrators can change this list, so your page may differ.
| Section | Report | What it shows |
|---|---|---|
| Delivery — what is in flight, and how healthy it is | Project status | Every project by status, work stream health, work streams by phase, and open tasks by board column. |
| Work at risk | Overdue tasks and the work streams whose health has slipped. | |
| Planning — the portfolio, and how ideas move through it | Portfolio status | Portfolio items by status and by score, reviews awaiting sign-off, and review approvals per day over 90 days. |
| Flow and cycle time — how long work takes and where it waits | Cycle time, Rework and re-review, Review funnel | Coming soon. |
| AI usage — what the agents ran, and what it cost | Generation volume | Tokens used per day over 30 days, and calls by model. |
| AI spend | Cost per day, spend by model and cost by purpose. Usually offered only to finance and technology leaders. |
Open a report
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Find the report in its section.
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Select its tile.
The report opens on its own page. The breadcrumb shows Reports and the report’s name.
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Read the report. Most reports show a strip of headline figures at the top, followed by charts and tables arranged for that subject. Some reports have their own layout, such as a portfolio overview with a timeline.
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To return to the catalogue, select Reports in the breadcrumb.
A report’s layout is fixed. Unlike the Dashboard, you cannot move or hide its widgets.
What to expect
| What you see | What it means |
|---|---|
| The report’s figures, charts and tables | The report is ready and offered to your role. |
| Coming soon with a description | The report is planned but not ready yet. |
| This report is not available for your role. | The report exists, but it is not offered to your role. This can happen if you follow a link someone shared with you. |
| Report not found | The report does not exist, or has been removed. |
Good to know
- The reports on this page can change over time as your administrators publish new reports or change who sees them.
- If you think a report is missing for your role, ask your administrator to check Governance → Reporting.
- For the numbers about your own work — what is waiting on you and for how long — use the Dashboard and My Tasks.