Reports
The report view is a shareable, read-only summary of your project’s plan of record. It is designed for stakeholders — clients, execs, and teammates — who need to see progress without editing the plan.
Accessing the report
Open any project in the dashboard and click the Report tab. The report shows the current plan of record with all computed dates, assignments, and goal health.
What the report includes
The report is organized into collapsible sections:
Schedule overview
A summary of the project’s current state:
- Makespan — total project duration in working days
- Ship date — when the last task finishes
- Deadline feasibility — whether goals ship before their target dates
- Estimated cost — total project cost based on team rates (when configured)
Goals progress
Each goal shows:
- Current health: on track or off track
- ETA vs target date
- Percentage of tasks completed
- Contributing milestones and their status
What we did
Tasks completed recently, grouped by goal. Shows who completed each task and when.
What’s coming up
The next set of scheduled tasks, in priority order. Shows assigned team members and estimated dates.
Team availability
A calendar view showing each team member’s availability, time off, and on-call days for the upcoming period.
Sharing the report
Direct link
The report URL is your project’s dashboard URL with /report at the end. Anyone with access to the project can view it.
PDF export
Click the export button in the report toolbar and select PDF. This opens a print-optimized view with all sections expanded, then triggers your browser’s print dialog. Save as PDF for offline sharing.
Google Docs export
Click the export button and select Google Docs. Plenar formats the report as a structured document and opens it in Google Docs for further editing or sharing.
Markdown export
Click the export button and select Markdown. The report is copied to your clipboard in markdown format, ready to paste into Notion, Confluence, or any other tool.
Configuring the report
Group by
The report toolbar lets you group tasks by:
- Goal — tasks organized under their parent goal
- Milestone — tasks organized under their milestone
- Assignee — tasks grouped by team member
- Status — tasks grouped by current status
Sections
Each section (Schedule Overview, Goals, What We Did, Coming Up, Team Availability) can be collapsed or expanded. The configuration persists across sessions.
When to use the report
| Scenario | How |
|---|---|
| Weekly status update to stakeholders | Share the report link or export to PDF |
| Sprint review | Open in a meeting, walk through “What we did” |
| Client check-in | Export to Google Docs, add commentary |
| Executive summary | PDF with only Goals Progress expanded |