Overview
This article explains how to create custom reports, what each report widget shows, and how the data behind each widget is calculated.
Whether you’re building reports for customer onboarding, operations, or customer success, this guide helps you understand your data and use reports with confidence.
How to Create Custom Reports
You're going to love this because you just need to click on a widget and it will add that selected widget to your report! That's all there is to it! Go play around with it or read about some frequently asked questions about report building with GUIDEreports below:
What is the recommended flow to building a report with GUIDEreports?
Step 1: Identify which question(s) you want to answer with your new report
Some examples could include:
Which customers are progressing fastest through onboarding?
Which tasks are most often incomplete during the first 30 days?
Pro-tip: Keep it simple, when you start answering too many questions on one report that report starts losing focus. You can make as many reports as you want so keep the first few focused!
Step 2: Review the available widgets + understand how they work
Pro-tip: This article is a cheat sheet - it contains definitions and how each widget is calculated
Step 3: Get Building - Name your report
Good names are and not limited:
Onboarding Duration
Task Completion Overview
Early Engagement Trends
Elan, lol jk
Pro-tip: Add a description that clearly explains which question your report answers.
Step 4: Select the appropriate widgets to answer your questions.
(You can't edit how widgets are calculated today, but if you'd like that please share your use case in the community! Here's how to share feedback!)
Step 5: When you're done, Publish your report by clicking Save Changes in the top right corner.
Not ready to let other people see it yet? Save it as a Personal Report.
Ready to share this with the team? Save it as a Workspace Report.
Pro-tip: Only Admin can create Workspace Reports. Managers can only create Personal Reports. Guides, Task Owners, and Contributors can only view reports.
How do the permissions work with GUIDEreports?
Who can see and edit existing custom GUIDEreports?
If you save it as a Personal Report, only you can view AND edit it.
If you save it as a Workspace Report, any internal team members (Contributors, Task Owners, Guides, Managers, and Admins) logged into GUIDEcx can view AND if they are a Admin can edit it.
What are the types of Reports and their Visibility?
Standard Reports: These are are published and managed by GUIDEcx.
Personal Reports: These are custom reports built and managed by the owner.
Only Managers and Admins can create, edit and publish PERSONAL reports.
Workspace Reports:
Only Admins can create, edit, and publish WORKSPACE reports.
It's worth noting that Managers can only create personal reports, but the interface makes it look like they can publish Workspace GUIDEreports. They cannot. This is expected behavior.
Did you know: The report author can change the visibility of their report from Personal to Workspace and vice-versa if needed? (Admin only)
Can Admin edit other Admin reports or save a copy for themselves?
Not today.
Here's a handy table of who can do what with GUIDEreports today:
License Type | View | Edit | Create | Delete |
Admin - $ | ✅ - All types Reports | ✅ - Personal + Workspace Reports | ✅ - Personal + Workspace Reports | ✅ - Personal + Workspace Reports |
Manager - $ | ✅ - All types Reports | ✅ - Personal Reports ONLY | ✅ - Personal Reports ONLY | ✅ - Personal Reports ONLY |
Guide - $ | ✅ - Standard + Workspace Reports | ❌ | ❌ | ❌ |
Task Owner | ✅ - Standard + Workspace Reports | ❌ | ❌ | ❌ |
Contributor | ✅ - Standard + Workspace Reports | ❌ | ❌ | ❌ |
Observer | ❌ | ❌ | ❌ | ❌ |
🚨In the current interface it is expected behavior for Contributors, Task Owners, and Guides to appear like they can edit (titles, description, widgets, and visibility), create, and delete existing reports, but they CANNOT and the system will prevent that action by throwing a Failed to Save Changes error and it will not save those edits to that report. 🚨
Can I control permissions of my team and their ability to view, create, and edit reports?
Not at this time. If you'd like that feature, please share your use case in the community! Here's how to share feedback!
Can I restrict the view of a workspace report to a certain subset of users?
Not at this time. The visibility of the report is all or nothing. If you'd like that feature, please share your use case in the community! Here's how to share feedback!
Widgets Explained:
1. Projects Started By Month Break By Status Last 12 Months
What it shows
Projects started over the last 12 months, grouped by month and broken down by their current status (for example: active, completed, or canceled).
What question it answers
How many projects are we starting each month, and what status do those projects end up in?
How it’s calculated
This report counts the total number of projects and groups them by:
Project start date, summarized by month
Project status category (such as active, completed, or canceled)
Only projects with a start date in the last 12 months are included.
When to use it
Use this report to spot trends in project intake and outcomes over time.
For example, a delivery or operations manager might use it to see whether more projects are stalling or being completed month over month, helping identify capacity issues or process bottlenecks early.
2. #10 Projects with Most Stuck Tasks
What it shows
The top 10 active projects with the highest number of tasks marked as Stuck, along with key project details like customer name, status, and important dates.
What question it answers
Which active projects are experiencing the most blocked or stalled work right now?
How it’s calculated
This report counts the number of tasks with a Stuck status and:
Groups them by project
Excludes projects that are Done, Pending, or Cancelled
Orders projects by the highest number of stuck tasks
Displays only the top 10 projects
For each project, it also shows the project name, customer name, current status, due date, and forecasted end date.
When to use it
Use this report to quickly identify projects that may need immediate attention.
For example, a project manager or customer success leader might review this list during a weekly check-in to prioritize unblocking tasks before deadlines or customer commitments are at risk.
3. Overdue Tasks by Project
What it shows
A stacked bar chart displaying the number of overdue tasks for each active project, broken down by task status.
What question it answers
Which projects have the most overdue tasks, and what is the current status of those tasks?
How it’s calculated
This report counts tasks that:
Have an end date before today
Are not marked as Done or Not Applicable
Belong to projects that are active (excluding Cancelled, Pending, Done, or On Hold)
The results are grouped by:
Project name
Task status category
Projects are ordered by the total number of overdue tasks, making the most at-risk projects appear first.
When to use it
Use this report to identify projects that may be falling behind schedule.
For example, a project or delivery manager might review this chart in a weekly status meeting to quickly see which projects need intervention and whether overdue work is actively in progress or fully blocked.
4. Active Projects by RAG Status
What it shows
The number of active projects grouped by their RAG status (Red, Amber, or Green), showing the overall health of your project portfolio.
What question it answers
How healthy are our active projects right now, and how many are at risk?
How it’s calculated
This report counts all projects that are currently active and:
Excludes projects marked as Done, Pending, or Cancelled
Groups projects by their RAG status (Red, Amber, Green)
Each RAG category shows the total number of active projects in that status.
When to use it
Use this report to get a quick snapshot of project health.
For example, a PMO or customer success leader might review this at the start of the week to see how many projects are at risk (Red or Amber) and decide where to focus attention or resources.
5. Active Projects by Status
What it shows
The number of active projects grouped by their current status, giving an overview of how work is progressing across all ongoing projects.
What question it answers
What is the current status breakdown of our active projects?
How it’s calculated
This report counts all projects that are currently active and:
Excludes projects marked as Cancelled, Pending, or Done
Groups the remaining projects by project status category
Each status category displays the total number of active projects in that state.
When to use it
Use this report to understand how work is distributed across different project stages.
For example, a delivery manager might use this view to see whether too many projects are stuck in early phases or if work is progressing steadily toward completion.
6. Projects by Status
What it shows
The total number of all projects grouped by their current status, giving a complete view of the project portfolio.
What question it answers
How are all of our projects distributed across different statuses?
How it’s calculated
This report counts every project and groups them by project status category (e.g., Active, Done, Pending, Cancelled). No projects are excluded.
When to use it
Use this report to get a high-level view of the overall project portfolio.
For example, a portfolio manager might review this quarterly to see how many projects are in progress versus completed or cancelled, helping with resource planning and strategic decision-making.
7. Avg Project Duration
What it shows
The average duration of completed projects, measured in days, showing how long projects typically take from start to finish.
What question it answers
On average, how long does it take to complete a project?
How it’s calculated
This report calculates the average duration for all projects that are marked as Done, using the difference between each project’s start and end dates.
When to use it
Use this report to evaluate project timelines and identify trends in delivery speed.
For example, a project manager might review this metric when planning new projects to set realistic deadlines based on historical completion times.
8. Projects Forecasted Late
What it shows
The total number of active projects forecasted to be late, excluding projects that are Done, Cancelled, or Pending.
What question it answers
Which ongoing projects are predicted to miss their deadlines?
How it’s calculated
This report counts all projects that are not Done, Cancelled, or Pending and are marked as forecasted late.
When to use it
Use this report to proactively identify projects at risk of delay. For example, a project manager might review this weekly to prioritize interventions and adjust resources before deadlines are missed.
9. Projects Ahead of Schedule
What it shows
The total number of active projects forecasted to finish ahead of schedule, excluding projects that are Done, Cancelled, or Pending.
What question it answers
Which ongoing projects are predicted to complete sooner than planned?
How it’s calculated
This report counts all projects that are not Done, Cancelled, or Pending and are marked as forecasted ahead of schedule.
When to use it
Use this report to recognize projects that are progressing faster than expected. For example, a project manager might use this to celebrate early wins or reallocate resources to projects that are behind schedule.
10. Projects Due This Month
What it shows
The total number of active projects that are due within the current month, excluding projects that are Done, Not Applicable, or Cancelled.
What question it answers
Which active projects are scheduled to be completed this month?
How it’s calculated
This report counts all projects with a due date between the start and end of the current month and excludes projects marked as Done, Not Applicable, or Cancelled.
When to use it
Use this report to track upcoming deadlines and focus on projects that require attention this month. For example, a project manager might review it at the start of each month to prioritize resources and ensure timely delivery.
11. Late Projects
What it shows
The total number of projects currently marked as Late, regardless of other project details.
What question it answers
How many projects are currently behind schedule?
How it’s calculated
This report counts all projects with a status category of Late.
When to use it
Use this report to monitor overdue projects and prioritize corrective actions. For example, a project manager might review it daily to identify which projects need immediate attention to get back on track.
12. Completed Projects
What it shows
The total number of projects that are marked as Done, representing all completed work.
What question it answers
How many projects have been successfully completed?
How it’s calculated
This report counts all projects with a status category of Done.
When to use it
Use this report to track overall project completion. For example, a portfolio manager might review it monthly to measure team productivity and assess progress toward strategic goals.
13. Total Active Projects
What it shows
The total number of active projects, excluding those that are Done, Pending, or Cancelled.
What question it answers
How many projects are currently in progress?
How it’s calculated
This report counts all projects not marked as Done, Pending, or Cancelled.
When to use it
Use this report to monitor the size of your active project portfolio. For example, a project manager might review it weekly to understand workload and allocate resources effectively.
14. Projects Created
What it shows
The total number of projects that have been created, regardless of status or completion.
What question it answers
How many projects have been initiated in the system?
How it’s calculated
This report counts all projects in the system, without filtering by status.
When to use it
Use this report to track overall project creation trends. For example, a portfolio manager might review it monthly to understand project intake volume and plan resources accordingly.
15. Completed Tasks
What it shows
The total number of tasks that are marked as Done or Not Applicable, excluding tasks from projects that are Pending, Done, or Cancelled.
What question it answers
How many tasks have been completed or are no longer required within active projects?
How it’s calculated
This report counts all tasks with a status of Done or Not Applicable and excludes tasks from projects marked as Pending, Done, or Cancelled.
When to use it
Use this report to track task completion within ongoing projects. For example, a project manager might review it weekly to measure team progress and ensure projects are on track.
16. Stuck Tasks
What it shows
The total number of tasks marked as Stuck within active projects.
What question it answers
Which tasks are currently blocked or stalled in active projects?
How it’s calculated
This report counts all tasks with a status of Stuck and excludes tasks from projects marked as Pending, Cancelled, or Done.
When to use it
Use this report to quickly identify bottlenecks in ongoing projects. For example, a project manager might review it daily to address blocked tasks and keep projects moving forward.
17. Active Tasks
What it shows
The total number of active tasks within ongoing projects, excluding tasks that are Done or Not Applicable.
What question it answers
How many tasks are currently in progress across active projects?
How it’s calculated
This report counts all tasks that are not marked as Done or Not Applicable and belong to projects not marked as Pending, Cancelled, or Done.
When to use it
Use this report to monitor workload across active projects. For example, a project manager might review it weekly to ensure the team is on track and no tasks are overlooked.
18. Total Tasks
What it shows
The total number of tasks in the system, regardless of status or project.
What question it answers
How many tasks exist across all projects?
How it’s calculated
This report counts all tasks without filtering by status or project.
When to use it
Use this report to get an overall view of task volume. For example, a project manager might review it monthly to understand total workload and track trends in task creation.
19. Active Customer Tasks
What it shows
The total number of customer-assigned tasks that are active within ongoing projects, excluding tasks that are Done or Not Applicable.
What question it answers
Which tasks assigned to customers are currently in progress in active projects?
How it’s calculated
This report counts all tasks where responsibility is set to Customer, status is not Done or Not Applicable, and the task belongs to a project that is not Pending, Cancelled, or Done.
When to use it
Use this report to monitor customer action items in active projects. For example, a project manager might review it to ensure customers are completing their assigned tasks on time to keep projects on track.
20. Customer Task Status Distribution From Active Projects By Customer
What it shows
The distribution of customer-assigned tasks, grouped by customer and broken down by task status, for tasks that belong to active projects.
What question it answers
How are customer tasks progressing for each customer across active projects?
How it’s calculated
This report counts tasks where responsibility is set to Customer and the task belongs to a project that is not Done, Pending, or Cancelled. The results are grouped by customer name and task status category.
When to use it
Use this report to monitor customer engagement and task progress by customer. For example, a customer success manager might review it to identify customers with many blocked or overdue tasks and proactively follow up to keep projects on track.
21. Customer Users with the most Stuck Tasks
What it shows
The top 10 customer users with the highest number of stuck tasks in active projects, grouped by user and customer.
What question it answers
Which customer users have the most blocked or stalled tasks right now?
How it’s calculated
This report counts tasks that are:
Marked as Stuck
Assigned to Customer responsibility
Assigned to a specific user
Part of active projects (excluding Done, Pending, and Cancelled)
The results are grouped by customer user and customer name, ordered by the highest number of stuck tasks, and limited to the top 10 users.
When to use it
Use this report to identify customer users who may need additional guidance or follow-up. For example, a customer success manager might review this report to proactively reach out to customers who are blocked and help unblock tasks to keep projects moving forward.
22. CSAT Trend (30d)
What it shows
The daily average CSAT score over the last 30 days, showing how customer satisfaction has changed over time.
What question it answers
How has customer satisfaction trended over the past 30 days?
How it’s calculated
This report calculates the average CSAT score per day based on responses submitted in the last 30 days, using the response date and grouping results by day.
When to use it
Use this report to monitor short-term changes in customer satisfaction. For example, a customer success leader might review this trend after a product release or process change to see whether it positively or negatively impacted customer sentiment.
23. Unassigned Customer Tasks
What it shows
The total number of unassigned customer tasks within active projects, excluding tasks that are Done or Not Applicable.
What question it answers
How many customer tasks currently have no owner in active projects?
How it’s calculated
This report counts tasks that:
Have Customer responsibility
Are not assigned to any user
Are not marked as Done or Not Applicable
Belong to projects that are not Done, Pending, or Cancelled
When to use it
Use this report to identify gaps in task ownership that could delay progress. For example, a customer success manager might review this regularly to assign owners to customer tasks and prevent projects from stalling.
24. Completed Customer Tasks
What it shows
The total number of customer-assigned tasks that are marked as Done or Not Applicable within active projects.
What question it answers
How many customer tasks have been completed or are no longer required in active projects?
How it’s calculated
This report counts tasks where:
Responsibility is set to Customer
Status is Done or Not Applicable
The task belongs to a project that is not Pending, Done, or Cancelled
When to use it
Use this report to track customer task completion and engagement. For example, a customer success manager might review it to assess how effectively customers are completing their assigned work and identify patterns that impact project delivery.
25. Total Customer Tasks
What it shows
The total number of customer-assigned tasks in the system, regardless of status or project.
What question it answers
How many tasks are assigned to customers overall?
How it’s calculated
This report counts all tasks where responsibility is set to Customer, with no additional filters applied.
When to use it
Use this report to understand the overall volume of customer work. For example, a customer success leader might review it to gauge customer workload and identify trends in customer task assignment.
26. Overdue Customer Tasks
What it shows
The total number of overdue customer-assigned tasks within active projects, excluding tasks that are Done or Not Applicable.
What question it answers
Which customer tasks are currently overdue in active projects?
How it’s calculated
This report counts tasks that:
Have Customer responsibility
Have an end date earlier than today
Are not marked as Done or Not Applicable
Belong to projects that are not Done, Pending, or Cancelled
When to use it
Use this report to identify overdue customer action items that may be delaying project progress. For example, a customer success manager might review this regularly to follow up with customers and keep projects on track.
27. Customer Tasks In Active Projects By Status
What it shows
The total number of customer-assigned tasks in active projects, broken down by task status.
What question it answers
How are customer tasks progressing across active projects by status?
How it’s calculated
This report counts all tasks where responsibility is Customer and the task belongs to a project that is not Done, Pending, or Cancelled, grouped by task status category.
When to use it
Use this report to monitor the progress of customer tasks and identify which are in progress, blocked, or completed. For example, a customer success manager might review it weekly to ensure customers are keeping up with their assignments and address any stalled tasks.
28. Customer Tasks Due This Week
What it shows
The total number of customer-assigned tasks from active projects that are due within the current week.
What question it answers
Which customer tasks need to be completed this week in active projects?
How it’s calculated
This report counts tasks where:
Responsibility is Customer
The task belongs to a project that is not Cancelled, Pending, or Done
The end date falls within the current week ***Json is looking at current month***
When to use it
Use this report to track upcoming customer deadlines and ensure timely completion. For example, a customer success manager might review it at the start of each week to prioritize follow-ups with customers on tasks due soon.
29. Customer Overdue Tasks by Project
What it shows
A stacked bar chart displaying the number of overdue customer-assigned tasks, grouped by project and task status.
What question it answers
Which active projects have the most overdue customer tasks, and what is the status of those tasks?
How it’s calculated
This report counts tasks that:
Are assigned to Customer
Have an end date before today
Are not marked as Done or Not Applicable
Belong to projects that are not Cancelled, Pending, or Done
Results are grouped by project name and task status category, with projects ordered by total overdue tasks.
When to use it
Use this report to quickly identify customer tasks that are overdue within active projects. For example, a customer success manager might review it weekly to follow up with customers and unblock overdue tasks to keep projects on track.
30. Stuck Customer Tasks
What it shows
The total number of customer-assigned tasks marked as Stuck within active projects.
What question it answers
Which customer tasks are currently blocked or stalled in active projects?
How it’s calculated
This report counts tasks where:
Responsibility is Customer
Status is Stuck
The task belongs to a project that is not Pending, Cancelled, or Done
When to use it
Use this report to identify customer tasks that may be delaying project progress. For example, a customer success manager might review it regularly to follow up with customers and help unblock stuck tasks.
31. Overall CSAT
What it shows
The overall lifetime average CSAT score, summarizing customer satisfaction across all responses.
What question it answers
What is the average customer satisfaction score over the lifetime of all responses?
How it’s calculated
This report calculates the average score of all CSAT responses in the system, without filtering by date, project, or other criteria.
When to use it
Use this report to understand long-term trends in customer satisfaction. For example, a customer success leader might review it quarterly to assess overall customer sentiment and identify areas for improvement.
32. CSAT Comments
What it shows
A collection of CSAT responses and comments, including the rating, associated project, customer, comment text, and response date.
What question it answers
What feedback have customers provided, and what ratings did they give for each project?
How it’s calculated
This report pulls all CSAT responses and includes the following dimensions:
Rating score
Project name
Customer name
Comment text
Response date
It also calculates the average CSAT score across all responses.
When to use it
Use this report to analyze customer feedback in detail. For example, a customer success manager might review it to identify recurring praise or issues and follow up with customers for deeper insights.
33. Logged Hours This Week
What it shows
The total number of hours logged by all users during the current week.
What question it answers
How many hours have been recorded in the current week?
How it’s calculated
This report sums all time worked entries where the date worked falls between the start and end of the current week ({{START_OF_WEEK}} to {{END_OF_WEEK}}).
When to use it
Use this report to track team effort and capacity on a weekly basis. For example, a project manager might review it to ensure enough hours are being logged to meet project deadlines and adjust resource allocation if needed.
34. Total Team Members
What it shows
The total number of team members in the workspace who are assigned to at least one project.
What question it answers
How many active team members are participating in projects?
How it’s calculated
This report counts all project members with a first name set, ensuring only valid, assigned team members are included.
When to use it
Use this report to understand the size of your project team. For example, a PMO or manager might review it when planning resources or evaluating team capacity across projects.
35. Active Team Members
What it shows
The total number of team members assigned to active projects, excluding those in Cancelled, Pending, or Done projects.
What question it answers
How many team members are currently working on active projects?
How it’s calculated
This report counts all project members with a first name set who are assigned to projects not marked as Cancelled, Pending, or Done.
When to use it
Use this report to track active team allocation. For example, a project manager might review it to ensure enough team members are engaged in ongoing projects and adjust assignments as needed.
36. Projects Started This Year
What it shows
The total number of projects that have started within the current calendar year.
What question it answers
How many projects have been initiated so far this year?
How it’s calculated
This report counts all projects with a start date between the start and end of the current year ({{START_OF_YEAR}} to {{END_OF_YEAR}}).
When to use it
Use this report to track project intake and annual trends. For example, a portfolio manager might review it mid-year to compare current project starts against targets or previous years.
37. Projects Forecasted To Finish In The Quarter By Week Break By Status
What it shows
The number of active projects forecasted to finish in the current quarter, grouped by week and broken down by project status.
What question it answers
How many active projects are expected to finish each week this quarter, and what is their current status?
How it’s calculated
This report counts all projects that are not Cancelled, Pending, or Done, groups them by status category, and aggregates them weekly based on their forecasted end date within the current quarter.
When to use it
Use this report to plan resources and monitor project completions over the quarter. For example, a project manager might review it weekly to anticipate project completions and adjust workloads or support where needed.
38. Assigned Customer Tasks Overdue
What it shows
The total number of assigned customer tasks that are overdue within active projects.
What question it answers
Which customer tasks are overdue and already assigned in ongoing projects?
How it’s calculated
This report counts tasks that:
Have Customer responsibility
Are assigned to a user
Have an end date before today
Are not marked as Done or Not Applicable
Belong to projects that are not Done, Pending, or Cancelled
When to use it
Use this report to follow up on overdue customer tasks that already have an owner. For example, a customer success manager might review it daily to ensure assigned tasks are completed and projects stay on track.
If you made it to the end of this article word for word give yourself a pat on the back. You now know everything about GUIDEreports. Have questions? Want to suggest some ideas that'll make GUIDEreports even more valuable for you? Go to our community and post! Feedback in our community group is a direct line to our Product team.