Jul 30, 2020
We’ve been busy working on our new product for quite some time. A few months ago we released the advanced custom charts feature that brought you the new chart editor that had completely redesigned look & feel. That was the first release of our new architecture. So what’s exactly going on?
The thing is, we’re splitting our product in two parts. One part is the dashboard that you’re already familiar with. The other part is the new Analytics & Reports product which we now start rolling out to different platforms. It’s an entirely new product with the goal of creating the best project reporting tool in the market.
Screenful Reports is currently available as a Trello Power-Up and a Jira add-on, and other platforms will follow.
Fully customisable reporting
With the new reports product, we started with the assumption that user wants to customise each and every detail. When it comes to reporting one size does not fit all. That includes all the texts, charts, colours, and the overall layout.
The basic building block of a report is a custom chart. Since custom charts are highly customisable, that provides a good foundation for a customisable report. You can add a number of charts and reorder them by drag & drop. You can also add text fragments between the chart to include your own comments or descriptions.
A single report can contain as many charts and task lists as you wish, and you can combine data from multiple projects or boards.
Drag & drop report editor
In the new Reports product, you have two main navigation items on the top: Charts and Reports. You can create a new report by clicking Add new report on the top right when you’re in the Reports tab
Once you’re in the editor, you can start adding sections to your report, with charts or text fragments.
You can add as many sections as you want and you can configure each of them separately so that you can capture all key information in one report.
Schedule and share reports
In addition to viewing a report or downloading it as PDF, reports can be scheduled to be shared via email or Slack (to start with, other tools will follow). 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 select the frequency (daily/weekly/monthly), and the time of day when the report will be sent.
Once the schedule is saved, the report will be sent as a PDF attachment via email to the selected recipients. When you click the attachment, the report is shown (gmail as the email client in this example):
Summary
If you spend any time constructing reports of your projects, you’ll find out this product can automate a large part of that manual work. You’ll just have to set up report once, and you’ll get the latest data delivered to your inbox at your preferred frequency.
Sign up to the early access list
These features will be rolled out gradually to the various platforms that we support. Initially we’re releasing it as a Jira Cloud add-on and a Trello Power-Up. If and you can sign up for a free trial by installing either of those add-ons.
To be among the first to get access to any other platform, join our early access list.
That’s it for this release. As always, we’d love to hear from you. Please do not hesitate to contact us anytime if you have questions or feedback.
To give it a try with your own data, sign up for a free 14-day trial
Also, check out recent product updates and follow us on Twitter or Facebook.