GUIDEcx

Learn what GUIDEreports is, choose the right standard report for your question, understand which GUIDEcx data you're viewing, and find resources for filtering, drilldowns, custom reports, and reporting permissions.

GUIDEreports Overview

Learn how to create a custom GUIDEreport, choose widgets that answer your reporting question, and save the report as Personal or Workspace visibility.

Custom GUIDEreports let you create a reporting…

Build a custom GUIDEreport

Learn how to use the GUIDEreports Customer Engagement report to monitor customer-owned work, overdue and stuck tasks, customer participation, upcoming commitments, and CSAT feedback.

Standard report: Customer Engagement

Learn how to use the GUIDEreports Projects Overview report to monitor project volume, status, timing, health, and forecasted delivery risk across your onboarding portfolio.

Standard report: Projects Overview

Learn how to use the GUIDEreports Task Management report to monitor active, stuck, overdue, unassigned, due, and completed tasks, identify recurring task patterns, and investigate the work that needs attention.

Standard report: Task Management

Learn how to use filters, drilldowns, sorting, and report navigation in GUIDEreports so you can move from a high-level metric to the projects, tasks, customers, or records behind it.

Use GUIDEreports: Filters, drilldowns, sorting, and navigation

Learn the difference between Standard, Personal, and Workspace GUIDEreports and understand what Admins, Managers, Guides, Task Owners, Contributors, and Observers can view, create, edit, and delete.

GUIDEreports access, report types, and permissions

Explore the GUIDEreports widget library and learn what each project, task, customer engagement, CSAT, time tracking, user management, resource allocation, template analysis, and cash value widget shows.

GUIDEreports Widget Library

Understand the fields available in GUIDEreports drilldown tables for tasks, projects, CSAT responses, time entries, and workspace users.

GUIDEreports drilldown field reference

Learn how to use the GUIDEreports Historical Trends report to review changes in project volume, completion, duration, customer participation, satisfaction, and other delivery patterns over time.

Standard report: Historical Trends

Learn how to use the GUIDEreports PM Command Center to monitor project workload, identify schedule risk, review tasks needing attention, and move from portfolio signals to the projects and tasks…

Standard report: PM Command Center

Learn how to use the GUIDEreports Advanced Time Reporting report to analyze tracked time by project, task, team member, category, billable status, and Date Worked.

Standard report: Advanced Time Reporting

Learn how to use the GUIDEreports CSAT report to monitor customer satisfaction, compare project and milestone feedback, understand survey participation, review trends, and investigate individual responses.

Standard report: CSAT

Learn how to use the GUIDEreports Users Overview report to understand workspace membership, roles, user status, project-team participation, capacity, invitations, and account details

Standard report: Users Overview

Elan Maynez

Learn how to use GUIDEreports to understand project health, task progress, customer engagement, historical trends, team workload, time tracking, CSAT, and workspace users. Explore Standard reports, filters, drilldowns, widget definitions, permissions, and custom reporting to turn your data into actionable insights.

GUIDEreports

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