Productivity reports show you how your team is performing. 

You can access them by clicking on ‘Reports’ in the top bar and then in the section 'Productivity', click on 'Activities', 'Tasks" or 'Playbooks".

Activities Reports and Tasks Reports

Activities Reports

This report shows you how many activities have been created by your teammates. 

Tasks Reports

This report shows you how many manual tasks have been created and completed.

Check individual performance 

You can also review how each teammate is performing by checking the number of activities they created.

Note: Unlike other reports, when you select a teammate, the number of activities represents the activities created by the teammate and not associated to his portfolio.  

Playbooks Reports

This report shows you how many playbooks have been created and completed. 

You can also see how quickly your team complete playbooks to understand when your team (or someone in your team) is spending too much (or too little) time to achieve key strategies.

Build a playbook report

  • Select a playbook
  • Select a period

Choose the right interval to display the data: by day, by week, by month or by quarter.

  • Select a portfolio

You can also review how each teammate is performing by checking the number of playbooks completed and the average response time of completion for their portfolio.
Select a portfolio here:

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