Reports Overview

Key Steps

1. Accessing Reports:
   • Navigate to the left main menu in the Trak workspace.
   • Locate the prebuilt reports section from the main menu.
2. Calendar View Report:
   • View tasks and events in a calendar format.
   • Tasks are displayed in gray with status, while events are in team colors.
   • Navigate through months and view current day highlighted in light yellow.
3. Insights Reports:
   • Customized fields capturing partnership objectives.
   • Contains data partnership by partnership for dashboarding or exporting.
4. Pulse Report:
   • Shows Track activity over the last 30 days.
   • Includes graphs on active partnerships, completion status, workload, and due dates.
   • Displays team and collaborator activity over the 30 days.
5. Tasks Report:
   • Export tasks report in various formats like CSV, Excel, JSON, PDF, or download files.
   • Utilize filters to narrow down tasks based on specific criteria.
   • Save and share customized views with others.
   • Perform actions like marking tasks complete, adding attachments, making comments, etc., directly within the report.
6. Activity Report:
   • Displays logged activity across partnerships and users over a specified period.
   • Provides a breakdown of activities like attachments, comments, deletions, etc.
7. Custom Dashboards:
   • Advanced training available for building custom dashboards.
   • Create visualizations for specific data sets like COVID-19 impact report.

Cautionary Notes

• Ensure data accuracy when exporting or sharing reports.
• Be cautious when making changes within the task report to avoid errors.
• Regularly review activity reports to monitor user actions and ensure compliance.

Tips for Efficiency

• Utilize filters in the tasks report to focus on specific tasks.
• Save frequently used views to streamline reporting processes.
• Regularly update custom dashboards to reflect current data trends.
• Monitor activity reports to track user engagement and identify any discrepancies.