The Reports feature includes cross-room overviews of the individual modules, as well as a log of the latest activities, your personal favored entries, and all project portfolios and archived entries of the organization.
Accessing the Reports
The Reports are located at the top of the sidebar, just below your dashboard "My Week". By clicking the "Reports" button, you can view all functions in the form of a drop-down list.
Access all functions by clicking "Reports"
Latest activities of all users of the organization
The "Latest Activity" (see: Accessing the Reports) option gives you an overview of what has been happening recently in your organization, i.e. all the activities that have been performed on Stackfield in the last few days and weeks.
Latest activities within your organization
By using the filter functions (symbol: arrow down) in the upper right corner you can limit the display of the elements to certain users and/or modules. Here are some tips to help you apply the filter correctly:
- Use the filter Everything to map all elements (e.g. tasks) including their comments.
- Apply the filter Chat messages to show only "loose" messages from the module Communication.
- To show only tasks, snippets, discussions, pages, files or events without any comments and attachments, click on the filter of the respective module. For events use the filter Calendar.
Your personal favored entries
Within the module Communication and within the Direct Messages you can add e.g. messages, comments, discussions, pages and files to your favorite entries by clicking the star icon. You can view your favorites later at any time by selecting the option "Starred Items" within the Reports (see: Accessing the Reports). Click on an entry or the name of a room to open it directly.
Your favorites from your rooms
Project portfolios: Overview of your project rooms
From the Premium plan (scope of functions) cross-project reports / project portfolios are available within the Reports. These help you to plan and manage your projects centrally and to keep an eye on their progress. You can open the overview via the option "Project Portfolios" (see: Accessing the Reports).
Project portfolios of the project rooms you are included in
Note: Only rooms with the type "Project" are listed here. Contents from other room types can be viewed individually in the overviews of the modules (see: Cross-room overviews of the individual modules).
Via the More button (symbol: three dots) in the upper right corner you can export or print the overview of the project portfolios (see: Further functions). Before doing so, make sure to hide all unimportant details using the filter function.
Cross-room overviews of the individual modules
Views of the following modules are available by default:
Within the Reports list in the sidebar, you can display several filters for each module, e.g. "Tasks", by mouseover. There are predefined standard filters for each module, e.g. "My Open Tasks", "All Open Tasks" and "All Closed Tasks". It is also possible to create self-defined views (here: "Personal View", defined on Reports level). These are automatically included in the list. The order of the filter options can be changed at any time if desired.
Saved views of the module "Tasks"
You can open the respective view by clicking it. There, all elements shown can be filtered using the filter function. Via the More button (symbol: three dots) in the upper right corner, you can then export or print the overview.
View "Tasks": "My Open Tasks"
Notes:
- In case any changes have been made to a room, it may be necessary to update / overwrite the view (see: Creating / Overriding a view).
- In the "Rooms" section of the filter (top right) only those rooms are displayed in which the selected module is activated and visible (see: (De-) Activating modules).
Archived entries within the organization
All entries archived in the organization can be viewed and restored in the Reports using the button "Archived Items" (see: Accessing the Reports). Use the search to look for specific entries. Use the filter functions (icon: arrow down) in the upper right corner to select the type of module elements (e.g. tasks) to be displayed and to limit the overview to specific users.
View "Archived Items", bzw. hier: "Archived Tasks"