Dashboards and reports are optional tools when you're starting out. Create them when you realize you need them.
Sometimes a team needs to see the big picture: how many issues were closed over a period, how the workload is distributed among employees, and whether employees are keeping up with the flow of issues. Reports and dashboards help with this:
Report — this is an XLSX, XML, or CSV file containing a list of issues or time spent. It's convenient to export, send to colleagues, analyze in a spreadsheet, or transfer to another system.
Dashboard — this is a page in Tracker with charts, tables, and issue lists. Use a dashboard if you want to see all important metrics in real time and in one place.
What is a report
A report is a file with data from issues in Tracker. It doesn't update automatically: if you need a new data snapshot, generate the report again.
There are two types of reports:
Issue report — a table with any issue parameters. Suitable for project status updates, exporting sprint issues, transferring a list to another team or program. Learn more: Issue report.
Report on time spent — shows how much time assignees spent on issues. Suitable for contractor reporting, monthly timesheets, and assessing team effort over a period. Learn more: Report on time spent.
How to create a report
In the left panel, click Dashboards and reports.
In the top-right corner, click Create → Report or Report on time spent.
In the Data source field, specify the search criteria: issues that match them will appear in the report.
Filter — here you can select a quick filter, such as "Reported by me", or your saved filter. How to save an issue filter
Query language — here you can enter a condition in query format. Choose this if you need to insert a function or combine several conditions with the "AND" and "OR" operators. How to set a condition using the query language
Fill in the other parameters and click Generate report.
The report is generated in the background. This can take from a few seconds to several minutes — it depends on the volume of data. You can download the file when the status changes to Ready.
To avoid filling in the Data source, you can create a report directly on the page with the issue list: this could be a queue, project, or filter. Learn more in the article Create a report from an issue list.
What is a dashboard
A dashboard is a page with widgets. You can add issue lists, charts, tables, and notes to it. Data on a widget is updated at the frequency you selected in the settings.
You can send a link to a ready-made dashboard to your team or colleagues from other departments so they can view the current issue data themselves. Learn more in the article Configuring access to a dashboard.
You can also set a dashboard as the Tracker homepage. This is especially convenient at the start of the workday — you'll see all important changes on one screen instead of searching through different sections. Learn more in the article Making a dashboard your start page
How to create a dashboard
In the left panel, click Dashboards and reports → Create and select Dashboard.
Enter a name and click Create again.
An empty dashboard will open: you need to populate it with widgets. Which widgets to choose and how to add them is described in the article What you can add to a dashboard.
What to add to a dashboard
Tracker has several widget categories. The page for each widget explains how to use it and which settings to choose.