Reports
The report view is a shareable, read-only summary of your project’s Plan of Record. It is built for stakeholders — clients, execs, and teammates — who need to see progress without editing the plan.
Access 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:
Goals progress
Each goal shows:
- Current health — On Track, At Risk, or Off Track
- ETA versus 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 of each team member’s availability, time off, and on-call days for the upcoming period.
Share the report
The report URL is your project’s dashboard URL with /report at the end. Anyone with access to the project can open it and see the Plan of Record as it stands.
Export the report
The Export dropdown (down-arrow icon) in the report toolbar gives you four ways to share outside Plenar:
| Option | What it does |
|---|---|
| Copy Markdown | Copies the full report to your clipboard in markdown format |
| Google Doc | Creates a new Google Doc with the report content (requires Google integration) |
| Copy Link | Copies a shareable URL with your current report configuration preserved |
| Download PDF | Opens a print-optimized view for saving as PDF |
Copy Markdown
Select Copy Markdown. The entire report is formatted as structured markdown and placed on your clipboard. Paste it into Notion, Confluence, Linear, Slack, or any tool that renders markdown. The export respects your current configuration — grouping, sort order, and which sections are expanded all carry over.
Google Docs export
Select Google Doc. Plenar creates a new document in your Google Drive with the content pre-formatted — headings, tables, and status indicators are preserved.
Requirements:
- Google Drive integration must be connected in Settings → Integrations.
- If your session has expired, the button changes to Reconnect Google — click it to re-authenticate.
After export:
- The document opens in a new tab for editing.
- Add commentary, highlight risks, or customize before sharing.
- The exported document is independent — future schedule changes do not update it.
Download PDF
Select Download PDF. Plenar opens the report in a new browser tab in print-optimized mode:
- All sections are fully expanded.
- The layout drops scrollbars, sidebars, and interactive elements.
- Your browser’s print dialog opens automatically.
From the print dialog, choose Save as PDF as the destination. The PDF reflects your current grouping, date range, and filter settings.
Tips for good PDFs:
- Set your date range (Look Back / Look Ahead) before exporting so the report covers the right period.
- Use Group by Goal for executive audiences who want progress by outcome.
- Collapse sections you don’t need — only expanded sections appear in the PDF.
Copy Link
Select Copy Link. The copied URL preserves your current report configuration:
- Look-back and look-ahead date range
- Grouping (by goal, milestone, assignee, or status)
- Sort order
- Which sections are shown or hidden
- Status filters
Anyone with project access who opens the link sees the same view you configured — useful for bookmarking a specific report or sharing a filtered view in Slack or email.
Configure the report
Group by
The toolbar lets you group tasks by:
Sections
Each section (Schedule overview, Goals, What we did, Coming up, Team availability) can be collapsed or expanded. The configuration persists across sessions.
Common questions
Can report viewers change the plan? No. The report is read-only. It reflects the Plan of Record but offers no editing — viewers see progress without touching the schedule.
Does an exported Google Doc or PDF stay in sync with the plan? No. Exports are snapshots. Once you export, later schedule changes don’t update the document — re-export to refresh it.
How do I share a specific view? Use Copy Link. The URL carries your grouping, sort order, date range, and section choices, so the recipient opens exactly what you configured.
Why is a goal showing At Risk in the report? A goal shows At Risk when a child task is blocked, and Off Track when its ETA falls past its target date. See Goal health for the full set of states.
What to do next
- Goal health — how On Track, At Risk, and Off Track are computed from ETAs and target dates.
- Track progress — keep the Plan of Record current so reports stay accurate.
- Insights — trends and delivery metrics beyond a single report.
- Integrations — connect Google Drive for the Google Docs export.