> For the complete documentation index, see [llms.txt](https://documentation.taskmaverick.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://documentation.taskmaverick.com/analytics-and-monitoring/reporting/build-a-report.md).

# Build a Report

Reports in Taskmaverick are fully customizable. You choose which data sections to include, which filters to apply, and which report types to generate — then save, reuse, and share.

***

## Why build custom reports?

[Overview](/analytics-and-monitoring/overview.md) gives you live data. [Dashboard](/analytics-and-monitoring/dashboards.md) gives you metrics. But when you need to present findings to leadership, track compliance across a quarter, or compare Mission execution across all locations — you need a structured report that you can configure once and regenerate anytime.

**Example:** A Compliance Manager creates a report with a Mission Section (Closed + Overdue) and a Ticket Section (all types). Every Monday, they regenerate it for the previous week, export to Excel, and share with the leadership team.

***

## How to create a report

Go to **Reporting → New Report**.

{% stepper %}
{% step %}

### Name and configure

<table><thead><tr><th width="141.6666259765625">Field</th><th width="119.3333740234375">Required</th><th>What it does</th></tr></thead><tbody><tr><td><strong>Report Name</strong></td><td>Yes</td><td>Identifies the report in your list</td></tr><tr><td><strong>Tag</strong></td><td>No</td><td>Organize reports with tags</td></tr><tr><td><strong>Show Risk Summary</strong></td><td>No (on by default)</td><td>Adds a visual overview block showing the percentage breakdown of Missions by category (Team Missions, Personal Missions, Tickets). Each segment is clickable — click to filter the report to that category. When you first open a report with Risk Summary enabled, the system lands on the first item in the summary.</td></tr></tbody></table>
{% endstep %}

{% step %}

### Add sections

Click **Add Section** and choose from the available report sections. Each section represents a data domain:

<table><thead><tr><th width="183.666748046875">Section</th><th>What it covers</th></tr></thead><tbody><tr><td><strong>Mission</strong></td><td>Mission execution: closed, running, overdue, short execution, canceled, response analysis</td></tr><tr><td><strong>Person</strong></td><td>Same data as Mission, but filtered person-first</td></tr><tr><td><strong>Unit</strong></td><td>Same data, filtered unit-first</td></tr><tr><td><strong>Team</strong></td><td>Same data, filtered team-first</td></tr><tr><td><strong>Ticket</strong></td><td>Ticket activity and resolution</td></tr><tr><td><strong>Ticket Board</strong></td><td>Ticket Board-level analysis</td></tr><tr><td><strong>Test</strong></td><td>Test scores and pass/fail rates</td></tr><tr><td><strong>Audit</strong></td><td>Audit results and compliance</td></tr><tr><td><strong>Process</strong></td><td>Process execution, duration, frequency</td></tr><tr><td><strong>Statistics</strong></td><td>Performance metrics (Points, Work Quality, etc.)</td></tr><tr><td><strong>Public Interface</strong></td><td>External user responses via shared links</td></tr><tr><td><strong>Training</strong></td><td>Course completion and training progress</td></tr></tbody></table>

{% hint style="info" %}
Mission, Person, Unit, and Team sections share the same underlying data — only the filter layout differs. Choose whichever matches how you want to slice the data.
{% endhint %}

{% hint style="success" %}
**Tip:** Use **Mission Tags** as a filter instead of selecting individual Missions. When you filter by tag (e.g. "Kitchen"), any new Mission you create with that tag is automatically included in the report — no need to update the configuration.
{% endhint %}
{% endstep %}

{% step %}

### Select report types

Each section has its own report types. For example, the Mission Section offers:

<table><thead><tr><th width="239">Report type</th><th>What it shows</th></tr></thead><tbody><tr><td><strong>Running</strong></td><td>Currently Open and Claimed instances</td></tr><tr><td><strong>Closed</strong></td><td>Completed Missions with full detail</td></tr><tr><td><strong>Short Execution</strong></td><td>Missions completed suspiciously fast</td></tr><tr><td><strong>Overdue</strong></td><td>Missions that exceeded their expected duration</td></tr><tr><td><strong>Canceled</strong></td><td>Canceled instances</td></tr><tr><td><strong>Response Analysis</strong></td><td>Question-by-question response breakdown</td></tr><tr><td><strong>Reference Dashboard</strong></td><td>Reference-specific tracking</td></tr></tbody></table>

Select at least one section and one report type, then **Save**.
{% endstep %}

{% step %}

### Generate and view

Open your saved report. The **Navigation Sidebar** on the left shows your report structure in three levels:

1. **Report Group** — the data domain (Mission, Ticket, Process)
2. **Report Section** — your configured section
3. **Report Block** — the specific table (Closed, Running, etc.) with summary counts

Click any block to load its data table. Use **Group By** to reorganize rows by Unit, Team, Person, Mission, or Status.
{% endstep %}
{% endstepper %}

***

## Managing reports

<table><thead><tr><th width="170">Action</th><th>How</th></tr></thead><tbody><tr><td><strong>Edit</strong></td><td>Report list → select report → Actions → Edit (or gear icon inside the report)</td></tr><tr><td><strong>Delete</strong></td><td>Report list → select report → Actions → Delete (confirmation required)</td></tr><tr><td><strong>Refresh data</strong></td><td>Inside a report → click <strong>Refresh</strong> to reload with latest data</td></tr><tr><td><strong>Export</strong></td><td>Inside a report → <strong>Export</strong> current table to Excel, or <strong>Send All Reports by Email</strong> as a zip file</td></tr><tr><td><strong>Save default view</strong></td><td>After adjusting Group By or switching to Daily Distribution, click <strong>Update Default View</strong> — next time you open the report, it loads your preferred layout</td></tr></tbody></table>

***

## Subscribing to reports

Subscriptions let you schedule reports to be emailed automatically — so leadership gets weekly data without anyone logging in.

{% stepper %}
{% step %}

### Open the subscription settings

Open a report → click the **Subscription** icon
{% endstep %}

{% step %}

### Configure

<table><thead><tr><th width="170.3333740234375">Field</th><th>What it controls</th></tr></thead><tbody><tr><td><strong>Report</strong></td><td>Which report to send</td></tr><tr><td><strong>Period</strong></td><td>Date range for the data (e.g. last 7 days)</td></tr><tr><td><strong>Timeframe</strong></td><td>How often to send (daily, weekly, monthly)</td></tr><tr><td><strong>Recipients</strong></td><td>Email addresses (must belong to the organization)</td></tr></tbody></table>
{% endstep %}

{% step %}

### Save the subscription

Save the subscription
{% endstep %}
{% endstepper %}

### Test before sending

Before activating a subscription, click **Send Test Email** to preview exactly what recipients will see. Test emails can be sent to one recipient at a time. Requires the Report, Period, and Timeframe fields to be filled.

### How recipients see it

Recipients receive an email with a summary. On mobile, subscribed reports appear in a **compact view** — a simplified, read-only layout optimized for phone screens.

***

## Viewing modes inside reports

Beyond the standard table view, some report types offer additional modes:

<table><thead><tr><th width="183.6666259765625">Mode</th><th width="222">Available in</th><th>What it does</th></tr></thead><tbody><tr><td><strong>Daily Distribution</strong></td><td>Closed reports, Statistics</td><td>Breaks data into day-by-day columns for a selected week</td></tr><tr><td><strong>Gallery View</strong></td><td>Closed reports</td><td>Shows submitted photos and videos grouped by Mission — for proof review</td></tr><tr><td><strong>Group By</strong></td><td>Most reports</td><td>Reorganizes the table by Unit, Team, Person, Mission, or Status</td></tr></tbody></table>

See [Report Sections at a Glance](/analytics-and-monitoring/reporting/report-sections-at-a-glance.md) for details on what each section supports.

***

## Good to know

* At least **one section and one report type** are required to save
* Reports are **not auto-refreshed** — click Refresh manually to update
* Refreshing resets any column filters or sorting you applied to the table
* Changing the date range while in Daily Distribution view keeps you in Daily Distribution (doesn't jump back to the default view)
* A report can contain **multiple sections**, each with its own configuration
* System Admins can create, edit, and delete reports; Organization Managers have **view-only** access
* Subscription recipients must have an email address belonging to the organization

***


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