Share progress with automated reports

Combine charts into reports. Share with a link or schedule reports to be sent via email or Slack.

Automate your project status reporting

Reporting automation helps you to keep everyone else in the loop and creates a record of the whole project lifecycle.

Step 1: Create the charts you want to share

The first step is to create the chart you want to share with others. You can either create a new chart from scratch or pick one of the predefined charts from the templates. Once a chart is created, it shows up under the Charts tab.

Repeat this step until you have created all the charts you want to share.

✨ Creating a chart

✨ Adjusting the chart appearance

Step 2: Add charts to a report

Once you have created your charts, you can add them to a report by going to the Reports tab and clicking Add new report. The report editor is opened, and you can start adding charts to the report.

You can also add your commentary as text blocks and re-order the blocks using drag & drop.

✨ Creating a report

✨ Adding charts to a report

Step 3: Customize to fit your needs

Customize each chart in a report individually. Configure display names, date formats, number formatting, and currencies. Add text fragments and descriptions.

Slice and dice data by any of your custom fields. Set advanced filters and reorder with drag & drop.

✨ Setting a filter for a chart ✨ Adjusting the report layout

Step 4: Automate the report sending

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 choose the frequency and the time of day when the report will be sent.

The email contains a link to the live report online and a PDF export as an attachment.

✨ Scheduling a report to be sent via email

✨ Scheduling a report to be sent to Slack

Ready-made templates

Create reports in seconds with dozens of templates.

User-friendly editor

Setup in minutes with our drag & drop editor.

Share with ease

Share charts and reports with links or embeds.

Schedule via Email or Slack

Schedule reports to be sent via email or Slack.

Custom branding

Replace Screenful branding with your own.

Export as PDF

Download reports as PDFs to print or share.