Home Guides Reports Module How to create a Board Report using Teodesk?

The first step is to click on the „Create new report“ field in the Reports Module.

 

 

A new window will open. You can change the name of the report in the “New Report” text box in the top left corner. If you decide not to create a report, you can always return to the previous window by pressing “Cancel”.

 

 

Click on „Boards“.

 

 

Your next step is to choose for which boards you want the report done. You can select any number of boards.

 

 

Next, you can filter your choice by Board Manager, Status of the project, Start Date, Due Date, Category and Client.

 

 

When you are finished, press “Make Report”.

Leave a Reply

*