Automate project status reporting with Screenful

Jan 4, 2024

Creating project reports manually takes up time. Nobody likes the tedious task of copy & pasting data into slides and spreadsheets. With Screenful, you can automate reporting, freeing your time and delighting your stakeholders with real-time updates.

This step-by-step guide shows how to create and automate reports using data from your task management tools (Jira, Trello, Asana, etc.) with Screenful.

This guide assumes that you have signed up for a free trial and imported at least one data source.

Step 1: Create the charts you want to share

The first step is to create the chart you want to share with others. You can either create a new chart from scratch or pick one of the predefined charts from the templates. Once a chart is created, it shows up under the Charts tab.

Repeat this step until you have created all the charts you want to share.

Creating a chart
Adjusting the chart appearance

Step 2: Add your charts to a report

Once you have created your charts, you can add them to a report by going to the Reports tab and clicking Add new report. The report editor is opened, and you can start adding charts to the report.

You can also add your commentary as text blocks and re-order the blocks using drag & drop. 

Creating a report
Adding charts to a report

Step 3: Share and collect feedback

So you compiled a report and are ready to show it to others - great! The next step is to send it to the selected recipients for feedback. To trigger one-time sending, click the three dots next to the report in the list and select Schedule from the menu. The scheduling view is opened, allowing you to select the recipients from the list.

Once you click Send to selected users, the report is immediately sent via email to the selected users.

Sending a sample report

Step 4: Automate the report sending

To schedule a report, click the three dots next to any of the reports in the list and select Schedule from the menu. The scheduling view is opened, which allows you to choose the frequency and the time of day when the report will be sent.

The email contains a link to the live report online and a PDF export as an attachment. 

Scheduling a report to be sent via email
Scheduling a report to be sent to Slack

Once a report is scheduled, each of the scheduled reports is saved in the archive so that you can review any previous state of your project. You can find the archive by selecting View previous reports from the same three dots menu.

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This article was written by Sami Linnanvuo

Sami is the founder & CEO of Screenful, the company that turns data into visual stories. You can find him on Twitter.