User guide · Reports
Weekly status
The weekly status says what moved in a project during a period, workstream by workstream. It is written from the project's own activity, checked by the team, published by a lead, and then read, presented, exported or shared by link. It lives under the project's Reports.
What goes into a report
A work item is in a report only when, inside the period, it was created, changed or completed; commented on or logged against; or open in a blocked status. An item sitting untouched for weeks does not show up as this week's work.
- Main work items: each item is filed under the highest parent in its workstream, listed with its count, type and status.
- Team: the people who acted on a workstream's items in the period. Owning an untouched item doesn't count.
- Workstreams follow the project's setting: the whole project, or each epic. Work in no workstream lands in Unassigned.
- The narrative (highlights and each person's work) is written by AI from those facts. The figures never come from the model.
A report has an Executive overview, Delivery progress, the workstreams with their main work items and linked work, Team outcomes, and blockers. A strip above it shows the project's milestones: open, by health, and the next few.
Generating it
- Automatically: Report settings›Reporting schedule sets the weekday the week breaks on, the time and the time zone. The report is ready when you open the page.
- Generate for a period… makes a report for any date range.
- Force generate rewrites the current period from fresh data.
When a report completes, the people credited and the leads are notified in the app. Email goes out only when Email the team is on, which it isn't by default.
Report settings
| Setting | Effect |
|---|---|
| Reporting schedule | When the period ends and whether reports generate automatically. |
| Skip idle workstreams | Leaves out workstreams with no recent activity. |
| Email the team | Off by default. When on, each credited person gets their lines to check, and leads a summary. |
| Arrange workstreams | Which show and in what order, everywhere. Any member may reorder; only a lead may hide one. |
| Manual workstreams | A workstream added by hand for work this project doesn't track, such as another team's board. |
| Team | Add or remove people from a workstream's team. |
Correcting it
Correct the narrative and release details on the report you're viewing, and section titles for the whole project. Edit release details offers the project's releases: picking one fills the version and dates from it, and a new week refreshes them, so a shipped release shows its actual date without retyping.
Publishing
LeadOwnerAccount Manager, Admin or Owner
- A generated week is a draft. The project's members see it and correct their lines. Nobody outside the project sees it.
- Choose Publish. Account viewers, Portfolio readers and shared decks now show it.
- Withdraw takes it back to a draft. Regenerating a week also makes it a draft again.
Only published weeks can be shared by link or counted in an account's delivery view.
Presenting and exporting
- Present opens a full-screen deck. Arrow keys, Page Up and Page Down, Home, End and Space move between slides; every slide scales to the screen.
- Export gives a PDF report, a PowerPoint deck or an Excel workbook. Theme in the same menu sets their colours.
Sharing a deck by link
- Choose Share this deck.
- Set the Deck title, Subtitle, Presenter, and how long the Link works for.
- Copy the link and send it. Anyone with it opens the deck without signing in.
The link reads the stored reports when opened, so corrections still show. Active links lists what you've shared; Withdraw link stops one at once. An unknown, expired or withdrawn link shows a plain page that reveals nothing.
Several projects together
Portfolio›Weekly status lists the projects you lead and those you read through an account role, with their reports side by side: every workstream's status in one table, items completed by pod, who logged work, and each project's highlights. Projects you only read show their latest published week.
From Manage, select and order projects, schedule or generate their reports, export the selection as one PDF, PowerPoint or Excel file, share one public deck, or open one project's presentation.