Experience the future of GUIDEreports
You need insights that move as fast as your business. That’s why we’ve reimagined our reports from the ground up to give you the visibility you need. Here is what the new GUIDEreports Reporting Suite offers:
Real-Time Data: No more waiting for syncs. See exactly where your projects stand the moment changes occur.
Intuitive User Experience: We’ve swapped complexity for a user-friendly interface that lets you build and view reports faster than ever.
Actionable Visibility: Identify bottlenecks instantly, pinpoint opportunities to improve your process, and confidently scale your operations.
We know how critical reporting is for your teams. All your data is safe and continues to be fully available in the GUIDEcx 1.0 and 2.0 Reporting Experiences under the Reports (Legacy) tab
Accessing GUIDEreports
Navigate to the "Reports (New)" tab to explore the new interface. If you don't see this button it's because the feature hasn't been activated for you yet.
Choose which set of standard reports you would like to access. Read about the currently available standard reports here.
Click here to learn about Task Management
Click here to learn about Projects Overview
Click here to learn about Customer Engagement
...and wait? There's more?!?
Although these reports are generally available, we're still building additional reports and widgets around Time Tracking, Capacity, CSAT, etc. If you want to see specific widgets or standard reports please review how share feedback directly with the team here.
Or try out building your own reports with available widgets by clicking “New Report” in the top right corner. Learn more about report building here.
Write down what you like and what you feel like is missing
Share that feedback with us in the community!
FAQs
I need to run a report for my team and GUIDEreports doesn't have everything I need. Where can I get that data?
We know how critical reporting is for your teams. All your data is safe and continues to be fully available under the Reports (Legacy) tab - all your reports and data is found there.
(It's also worth noting that you can alway try building your own reports with the widgets that are available in GUIDEreports - just so you can see what you're in for 😉)
I'm not seeing how to export reports. Is that expected?
Yes - If exporting reports is important please share that in our community!
I'm not seeing any 1.0 data in the GUIDEreports. Is that expected?
No - we just added the ability to see 1.0 data! You should be seeing data from GUIDEcx 1.0 as well as 2.0!
I expected more standard reports. Are there plans to make the standard offering more robust?
YES! The initial release of this feature focuses on the core use cases of project and task management. Our development team is currently working on additional reports and widgets around Time Tracking, Capacity, Templates, etc., which means you will continue to see more reports/widgets over time. We plan to iterate on this experience to offer the most valuable insights we can to you and your team.
Please review how to send us your feedback below so we can hear what the people want and potentially add it to future iterations of GUIDEreporting.
I want to customize the available filters and widgets. Is that possible?
YES! This is the type of feedback that we want to hear! Please review how to send us your feedback below so we can review it and potentially add it to future enhancements!
I want to see what kind of access is granted to each license type. Is that documented somewhere?
YES! You can see here what each license type is able to do with GUIDEreports here.
Send Us Your Feedback!
We are building the future of customer onboarding, and your feedback is invaluable. Please share your feedback in our community in the Reporting 2.0 group!
Once signed into the GUIDEcx Community follow these steps to provide feedback, ask questions, and share enhancement ideas:
Click this link to open the GUIDEreports group in our community. Remember that you must be signed into the GUIDEcx community FIRST, otherwise the link won't work. (We know it's weird, but we want your feedback there please! 🙏)
Review what others are saying! Please don't hesitate to comment and share which ideas would be most impactful to your team's reporting needs! This will help us prioritize what gets built out.
Don't hesitate to post, if you don't see something you're looking for. Chances are someone else is thinking the same thing.
Thank you so much to everyone who's willing to share feedback and help us evolve this part of GUIDEcx! You are what makes our product great! 😊
❤️ The entire GUIDEcx Team