Build charts and reports from Trello data
This is your guide to advanced analytics for Trello. See the Tour page for the available charts and visualizations.
Creating charts
Creating reports
Sharing with others
Also check out our how-to and the video tutorials.
Got questions? See the troubleshooting FAQ or drop us email at support@screenful.com.
Build charts and reports from Trello data
This is your guide to advanced analytics for Trello. See the Tour page for the available charts and visualizations.
Creating charts
Creating reports
Sharing with others
Also check out our how-to and the video tutorials.
Got questions? See the troubleshooting FAQ or drop us email at support@screenful.com.
FAQ
Common questions
How do I manage the subscription?
You can manage your Screenful subscription at the Account Settings ➔ Billing tab in the settings. To access it, log in at https://screenful.com/login and select Plans & billing from the main menu:
On the Plans & Billing page, you can
Update your credit card information
Upgrade your plan
Download receipts of payments
Close your account
Notice that removing the Power-Up from your Trello board won't close your subscription! You'll have to close it separately by clicking Remove account:
That will remove your account and close the subscription.
You can manage your Screenful subscription at the Account Settings ➔ Billing tab in the settings. To access it, log in at https://screenful.com/login and select Plans & billing from the main menu:
On the Plans & Billing page, you can
Update your credit card information
Upgrade your plan
Download receipts of payments
Close your account
Notice that removing the Power-Up from your Trello board won't close your subscription! You'll have to close it separately by clicking Remove account:
That will remove your account and close the subscription.
Do you have a free version?
Yes and no. We have a set of free Power-Ups that you can freely install to your boards. We also have a paid product, Analytics & reports, which you can try for free.
Yes and no. We have a set of free Power-Ups that you can freely install to your boards. We also have a paid product, Analytics & reports, which you can try for free.
Do I need a paid version of Trello in order to use Screenful?
Screenful has its own pricing plan, separate from Trello. You don't need a paid version of Trello in order to use Screenful.
Screenful has its own pricing plan, separate from Trello. You don't need a paid version of Trello in order to use Screenful.
What’s the difference between Screenful Power-Up and the Screenful SaaS service?
Both have the same features, except that with the Power-up, you can embed Screenful within your Trello UI. Regardless of whether you have installed the Power-Up or not, you can always use Screenful just like any standalone web app by logging in at https://screenful.com/login/.
Both have the same features, except that with the Power-up, you can embed Screenful within your Trello UI. Regardless of whether you have installed the Power-Up or not, you can always use Screenful just like any standalone web app by logging in at https://screenful.com/login/.
What about your free Power-Ups, do I need to use them?
You don’t have to use our free Power-Ups but if you do, the data created in the Power-Ups will be available in your charts, reports, and dashboards.
You don’t have to use our free Power-Ups but if you do, the data created in the Power-Ups will be available in your charts, reports, and dashboards.
Can I create charts based on due dates in cards?
Yes, you can filter charts based on due dates or by status such as overdue. You can also track the amount of work planned for the future using the Workload chart. Learn more about setting up the workload chart for Trello.
Yes, you can filter charts based on due dates or by status such as overdue. You can also track the amount of work planned for the future using the Workload chart. Learn more about setting up the workload chart for Trello.
Do you support work estimates such as story points?
Yes. You can use a custom field or the free Card Size Power-Up for setting weights for cards. Lean more about how to set estimates in your tasks in Trello.
Yes. You can use a custom field or the free Card Size Power-Up for setting weights for cards. Lean more about how to set estimates in your tasks in Trello.
What if I archive a card?
Archived cards are treated differently depending on whether they are completed or not. Completed cards are still considered completed even if they are archived. Cards that are archived before they are completed are considered removed. Archiving a card doesn't affect the metrics collected before it was archived.
Archived cards are treated differently depending on whether they are completed or not. Completed cards are still considered completed even if they are archived. Cards that are archived before they are completed are considered removed. Archiving a card doesn't affect the metrics collected before it was archived.
How are the lead and cycle times calculated in Trello?
The timings are based on your workflow settings. You can learn more from the Lead Time FAQ.
The timings are based on your workflow settings. You can learn more from the Lead Time FAQ.
How do the Card size metrics work?
The card size metrics are defined as below:
Total -> Total amount of card size in the cards
Created -> Total amount of card size in the cards created within the selected period
Completed -> Total amount of card size in the cards completed within the selected period
Spent -> Total amount of card size spent in the cards completed within the selected period
Average -> Average card size in the cards
In progress -> Total amount of card size in the cards currently in progress
Remaining -> Total amount of card size remaining
The card size metrics are defined as below:
Total -> Total amount of card size in the cards
Created -> Total amount of card size in the cards created within the selected period
Completed -> Total amount of card size in the cards completed within the selected period
Spent -> Total amount of card size spent in the cards completed within the selected period
Average -> Average card size in the cards
In progress -> Total amount of card size in the cards currently in progress
Remaining -> Total amount of card size remaining
I have created automation to move cards from one board to another. Will that mess up my stats?
If a card is moved from one board A to board B, you will lose the data about the card movements in board A since the Trello API won’t return it anymore. The solution is to copy the card instead of moving it.
If a card is moved from one board A to board B, you will lose the data about the card movements in board A since the Trello API won’t return it anymore. The solution is to copy the card instead of moving it.
Will Screenful make changes to my data, or is my data affected in any way?
We do not make changes to your data. We only read it via the API of your tool. Screenful is only for reporting and analytics. It does not update any data within your tools.
We do not make changes to your data. We only read it via the API of your tool. Screenful is only for reporting and analytics. It does not update any data within your tools.
Are weekends included in the cycle time calculation?
By default yes, but you can specify your working hours and days in the Account Settings.
By default yes, but you can specify your working hours and days in the Account Settings.
Is there a way to remove outliers from the data?
If you want to exclude individual items from the metrics, you can do it by following the steps below
Set a specific label or tag (e.g. "excluded") to the item you want to exclude (task, issue, user story etc.)
Go to Screenful and reset the data source in the Data sync options
Go to the chart in question and set a filter (e.g. label is none of 'excluded')
If the item is already archived, you have to unarchive it first. Then apply the steps 1-2. After that, you can archive it again.
If you want to exclude individual items from the metrics, you can do it by following the steps below
Set a specific label or tag (e.g. "excluded") to the item you want to exclude (task, issue, user story etc.)
Go to Screenful and reset the data source in the Data sync options
Go to the chart in question and set a filter (e.g. label is none of 'excluded')
If the item is already archived, you have to unarchive it first. Then apply the steps 1-2. After that, you can archive it again.
Does this support my specific workflow or do I have to use some specific states like "open", "in progress" and "done"?
You are not limited to any specific set of states or a workflow. You can configure your own workflow, if such exists, and you can use that in your reporting. It's also ok if you don't have any workflow in your boards, as can create reports based on any other criteria by setting a filter.
You are not limited to any specific set of states or a workflow. You can configure your own workflow, if such exists, and you can use that in your reporting. It's also ok if you don't have any workflow in your boards, as can create reports based on any other criteria by setting a filter.
How often is data updated?
All data sources are synced automatically once per hour. Changing settings or configuration will trigger additional sync so your data is at most one hour old. You can sync data manually at any time in the sync settings.
All data sources are synced automatically once per hour. Changing settings or configuration will trigger additional sync so your data is at most one hour old. You can sync data manually at any time in the sync settings.
Can I embed these charts into my intranet?
You can embed any custom chart or report to any web page using the embed code. Learn more about the sharing feature from the online guide.
You can embed any custom chart or report to any web page using the embed code. Learn more about the sharing feature from the online guide.
I can’t find an answer to my question
The Getting Started Guide contains Instructions for setting up Screenful.
See also our Accounts & Pricing FAQ.
Check out our how-to and video tutorials, or get in touch by emailing support@screenful.com
The Getting Started Guide contains Instructions for setting up Screenful.
See also our Accounts & Pricing FAQ.
Check out our how-to and video tutorials, or get in touch by emailing support@screenful.com
FAQ
Common questions
How do I manage the subscription?
You can manage your Screenful subscription at the Account Settings ➔ Billing tab in the settings. To access it, log in at https://screenful.com/login and select Plans & billing from the main menu:
On the Plans & Billing page, you can
Update your credit card information
Upgrade your plan
Download receipts of payments
Close your account
Notice that removing the Power-Up from your Trello board won't close your subscription! You'll have to close it separately by clicking Remove account:
That will remove your account and close the subscription.
You can manage your Screenful subscription at the Account Settings ➔ Billing tab in the settings. To access it, log in at https://screenful.com/login and select Plans & billing from the main menu:
On the Plans & Billing page, you can
Update your credit card information
Upgrade your plan
Download receipts of payments
Close your account
Notice that removing the Power-Up from your Trello board won't close your subscription! You'll have to close it separately by clicking Remove account:
That will remove your account and close the subscription.
Do you have a free version?
Yes and no. We have a set of free Power-Ups that you can freely install to your boards. We also have a paid product, Analytics & reports, which you can try for free.
Yes and no. We have a set of free Power-Ups that you can freely install to your boards. We also have a paid product, Analytics & reports, which you can try for free.
Do I need a paid version of Trello in order to use Screenful?
Screenful has its own pricing plan, separate from Trello. You don't need a paid version of Trello in order to use Screenful.
Screenful has its own pricing plan, separate from Trello. You don't need a paid version of Trello in order to use Screenful.
What’s the difference between Screenful Power-Up and the Screenful SaaS service?
Both have the same features, except that with the Power-up, you can embed Screenful within your Trello UI. Regardless of whether you have installed the Power-Up or not, you can always use Screenful just like any standalone web app by logging in at https://screenful.com/login/.
Both have the same features, except that with the Power-up, you can embed Screenful within your Trello UI. Regardless of whether you have installed the Power-Up or not, you can always use Screenful just like any standalone web app by logging in at https://screenful.com/login/.
What about your free Power-Ups, do I need to use them?
You don’t have to use our free Power-Ups but if you do, the data created in the Power-Ups will be available in your charts, reports, and dashboards.
You don’t have to use our free Power-Ups but if you do, the data created in the Power-Ups will be available in your charts, reports, and dashboards.
Can I create charts based on due dates in cards?
Yes, you can filter charts based on due dates or by status such as overdue. You can also track the amount of work planned for the future using the Workload chart. Learn more about setting up the workload chart for Trello.
Yes, you can filter charts based on due dates or by status such as overdue. You can also track the amount of work planned for the future using the Workload chart. Learn more about setting up the workload chart for Trello.
Do you support work estimates such as story points?
Yes. You can use a custom field or the free Card Size Power-Up for setting weights for cards. Lean more about how to set estimates in your tasks in Trello.
Yes. You can use a custom field or the free Card Size Power-Up for setting weights for cards. Lean more about how to set estimates in your tasks in Trello.
What if I archive a card?
Archived cards are treated differently depending on whether they are completed or not. Completed cards are still considered completed even if they are archived. Cards that are archived before they are completed are considered removed. Archiving a card doesn't affect the metrics collected before it was archived.
Archived cards are treated differently depending on whether they are completed or not. Completed cards are still considered completed even if they are archived. Cards that are archived before they are completed are considered removed. Archiving a card doesn't affect the metrics collected before it was archived.
How are the lead and cycle times calculated in Trello?
The timings are based on your workflow settings. You can learn more from the Lead Time FAQ.
The timings are based on your workflow settings. You can learn more from the Lead Time FAQ.
How do the Card size metrics work?
The card size metrics are defined as below:
Total -> Total amount of card size in the cards
Created -> Total amount of card size in the cards created within the selected period
Completed -> Total amount of card size in the cards completed within the selected period
Spent -> Total amount of card size spent in the cards completed within the selected period
Average -> Average card size in the cards
In progress -> Total amount of card size in the cards currently in progress
Remaining -> Total amount of card size remaining
The card size metrics are defined as below:
Total -> Total amount of card size in the cards
Created -> Total amount of card size in the cards created within the selected period
Completed -> Total amount of card size in the cards completed within the selected period
Spent -> Total amount of card size spent in the cards completed within the selected period
Average -> Average card size in the cards
In progress -> Total amount of card size in the cards currently in progress
Remaining -> Total amount of card size remaining
I have created automation to move cards from one board to another. Will that mess up my stats?
If a card is moved from one board A to board B, you will lose the data about the card movements in board A since the Trello API won’t return it anymore. The solution is to copy the card instead of moving it.
If a card is moved from one board A to board B, you will lose the data about the card movements in board A since the Trello API won’t return it anymore. The solution is to copy the card instead of moving it.
Will Screenful make changes to my data, or is my data affected in any way?
We do not make changes to your data. We only read it via the API of your tool. Screenful is only for reporting and analytics. It does not update any data within your tools.
We do not make changes to your data. We only read it via the API of your tool. Screenful is only for reporting and analytics. It does not update any data within your tools.
Are weekends included in the cycle time calculation?
By default yes, but you can specify your working hours and days in the Account Settings.
By default yes, but you can specify your working hours and days in the Account Settings.
Is there a way to remove outliers from the data?
If you want to exclude individual items from the metrics, you can do it by following the steps below
Set a specific label or tag (e.g. "excluded") to the item you want to exclude (task, issue, user story etc.)
Go to Screenful and reset the data source in the Data sync options
Go to the chart in question and set a filter (e.g. label is none of 'excluded')
If the item is already archived, you have to unarchive it first. Then apply the steps 1-2. After that, you can archive it again.
If you want to exclude individual items from the metrics, you can do it by following the steps below
Set a specific label or tag (e.g. "excluded") to the item you want to exclude (task, issue, user story etc.)
Go to Screenful and reset the data source in the Data sync options
Go to the chart in question and set a filter (e.g. label is none of 'excluded')
If the item is already archived, you have to unarchive it first. Then apply the steps 1-2. After that, you can archive it again.
Does this support my specific workflow or do I have to use some specific states like "open", "in progress" and "done"?
You are not limited to any specific set of states or a workflow. You can configure your own workflow, if such exists, and you can use that in your reporting. It's also ok if you don't have any workflow in your boards, as can create reports based on any other criteria by setting a filter.
You are not limited to any specific set of states or a workflow. You can configure your own workflow, if such exists, and you can use that in your reporting. It's also ok if you don't have any workflow in your boards, as can create reports based on any other criteria by setting a filter.
How often is data updated?
All data sources are synced automatically once per hour. Changing settings or configuration will trigger additional sync so your data is at most one hour old. You can sync data manually at any time in the sync settings.
All data sources are synced automatically once per hour. Changing settings or configuration will trigger additional sync so your data is at most one hour old. You can sync data manually at any time in the sync settings.
Can I embed these charts into my intranet?
You can embed any custom chart or report to any web page using the embed code. Learn more about the sharing feature from the online guide.
You can embed any custom chart or report to any web page using the embed code. Learn more about the sharing feature from the online guide.
I can’t find an answer to my question
The Getting Started Guide contains Instructions for setting up Screenful.
See also our Accounts & Pricing FAQ.
Check out our how-to and video tutorials, or get in touch by emailing support@screenful.com
The Getting Started Guide contains Instructions for setting up Screenful.
See also our Accounts & Pricing FAQ.
Check out our how-to and video tutorials, or get in touch by emailing support@screenful.com
Troubleshooting
My charts are missing data
The likely reason is that your workflow mapping is not done correctly. You can learn more about the workflow mapping from this guide.
The likely reason is that your workflow mapping is not done correctly. You can learn more about the workflow mapping from this guide.
I have created a Butler automation to move completed cards from one Trello board to another. Will that mess up my stats?
If a card is moved from board A to board B, you will lose the card history from the board A since the Trello API won't return it anymore. Instead of moving to another board, you can create an automation to archive the card.
Once archived, the card is no longer visible on the board but is still included in Trello's search feature, and can be returned to the board at any time if needed.
Another option is to add a delay of at least two hours before moving an item. That leaves enough time for Screenful to register that the card was completed (sync runs once per hour).
If a card is moved from board A to board B, you will lose the card history from the board A since the Trello API won't return it anymore. Instead of moving to another board, you can create an automation to archive the card.
Once archived, the card is no longer visible on the board but is still included in Trello's search feature, and can be returned to the board at any time if needed.
Another option is to add a delay of at least two hours before moving an item. That leaves enough time for Screenful to register that the card was completed (sync runs once per hour).
Why I can’t see my Trello board when trying to create a new chart or dashboard?
You have to import the board as a data source first. If you don't see the board in the list of boards to import, you'll have to join that Trello board first to see it in the list. Once the board is imported, you can add it as a data source to charts.
You have to import the board as a data source first. If you don't see the board in the list of boards to import, you'll have to join that Trello board first to see it in the list. Once the board is imported, you can add it as a data source to charts.
Why are my charts not showing all the tasks I’ve assigned to my epics?
The most likely reason is that the chart does not have all the data sources included. If the tasks in your epics are scattered across multiple boards, all those boards must be added as data sources to the chart.
You should also review your workflow mapping to ensure all the required lists are mapped.
The most likely reason is that the chart does not have all the data sources included. If the tasks in your epics are scattered across multiple boards, all those boards must be added as data sources to the chart.
You should also review your workflow mapping to ensure all the required lists are mapped.
I added a new custom field but it is not showing
When you add a new custom field to your board, it is imported during the next data sync (the data is synced automatically once per hour). You can trigger sync manually anytime by selecting Data sync options from the main menu. Notice that the new field should also have a value assigned in at least one task.
When you add a new custom field to your board, it is imported during the next data sync (the data is synced automatically once per hour). You can trigger sync manually anytime by selecting Data sync options from the main menu. Notice that the new field should also have a value assigned in at least one task.
Some filtering options are missing
Filter options are derived from task data, which means that if you recently added some properties, such as labels, but haven't yet assigned them to any tasks, they won't show up in the filter options. As soon as you assign them to tasks, they will show up in the filter options from then on.
Filter options are derived from task data, which means that if you recently added some properties, such as labels, but haven't yet assigned them to any tasks, they won't show up in the filter options. As soon as you assign them to tasks, they will show up in the filter options from then on.
Troubleshooting
My charts are missing data
The likely reason is that your workflow mapping is not done correctly. You can learn more about the workflow mapping from this guide.
The likely reason is that your workflow mapping is not done correctly. You can learn more about the workflow mapping from this guide.
I have created a Butler automation to move completed cards from one Trello board to another. Will that mess up my stats?
If a card is moved from board A to board B, you will lose the card history from the board A since the Trello API won't return it anymore. Instead of moving to another board, you can create an automation to archive the card.
Once archived, the card is no longer visible on the board but is still included in Trello's search feature, and can be returned to the board at any time if needed.
Another option is to add a delay of at least two hours before moving an item. That leaves enough time for Screenful to register that the card was completed (sync runs once per hour).
If a card is moved from board A to board B, you will lose the card history from the board A since the Trello API won't return it anymore. Instead of moving to another board, you can create an automation to archive the card.
Once archived, the card is no longer visible on the board but is still included in Trello's search feature, and can be returned to the board at any time if needed.
Another option is to add a delay of at least two hours before moving an item. That leaves enough time for Screenful to register that the card was completed (sync runs once per hour).
Why I can’t see my Trello board when trying to create a new chart or dashboard?
You have to import the board as a data source first. If you don't see the board in the list of boards to import, you'll have to join that Trello board first to see it in the list. Once the board is imported, you can add it as a data source to charts.
You have to import the board as a data source first. If you don't see the board in the list of boards to import, you'll have to join that Trello board first to see it in the list. Once the board is imported, you can add it as a data source to charts.
Why are my charts not showing all the tasks I’ve assigned to my epics?
The most likely reason is that the chart does not have all the data sources included. If the tasks in your epics are scattered across multiple boards, all those boards must be added as data sources to the chart.
You should also review your workflow mapping to ensure all the required lists are mapped.
The most likely reason is that the chart does not have all the data sources included. If the tasks in your epics are scattered across multiple boards, all those boards must be added as data sources to the chart.
You should also review your workflow mapping to ensure all the required lists are mapped.
I added a new custom field but it is not showing
When you add a new custom field to your board, it is imported during the next data sync (the data is synced automatically once per hour). You can trigger sync manually anytime by selecting Data sync options from the main menu. Notice that the new field should also have a value assigned in at least one task.
When you add a new custom field to your board, it is imported during the next data sync (the data is synced automatically once per hour). You can trigger sync manually anytime by selecting Data sync options from the main menu. Notice that the new field should also have a value assigned in at least one task.
Some filtering options are missing
Filter options are derived from task data, which means that if you recently added some properties, such as labels, but haven't yet assigned them to any tasks, they won't show up in the filter options. As soon as you assign them to tasks, they will show up in the filter options from then on.
Filter options are derived from task data, which means that if you recently added some properties, such as labels, but haven't yet assigned them to any tasks, they won't show up in the filter options. As soon as you assign them to tasks, they will show up in the filter options from then on.