Reports

The Clubhouse Reports Page

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A report of Stories completed over a week-long period

The Reports page helps you visualize activity across Stories, Epics, Milestones, and Projects. Reports can be viewed either within your current iteration or a custom timeframe. 

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You can filter the Reports page by selecting all or certain Projects, Epics, Milestones, or labels, and you can quickly remove all filters by clicking on the "Clear Filters" button.

How Reports are Calculated

Stories that are included on the Reports page are ones that have been moved into a "Done" workflow state. You can review your Workflow States by clicking on Settings (gear wheel) > Workflow. More on how to define your Organization's Workflow here.  

If a Story is moved to a "Done" workflow state and subsequently moved back, it will not show up on the Reports page. Once it is moved back into a "Done" state, it will only show up in the Report for the final/updated date range.

Additionally, if you are using the Clubhouse API to manually override the time/date a Story was completed, please note that this override will be respected by Reports within the UI.  

Using Timeframes in Clubhouse Reports

How to Set A Custom Timeframe

The Timeframe defaults to the date range of your current Iteration, but can be adjusted to show activity between any two dates of your choosing by clicking on the "Activity Between" drop down menu and selecting your desired start and end dates. Please note that dates on your Reports page reflect your organization's UTC offset, which can be configured via Settings (gear wheel) > Workspace Settings.

How to View Reports within a Custom Timeframe

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Using Iterations

If your Workspace uses Iterations, their length and start dates can be set in Reports Settings (more on that here). You can review your progress as a whole or filter across Projects, Epics, Milestones, and/or Labels, all on one page. 

Jumping To Your Current Iteration

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Navigating to Next or Previous Iterations

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