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Reporting

Export reports for outreach and finalized work

Choose one of four report kinds (Project pipeline, Outreach queue, Prerequisite readiness, Finalized projects), set a time window, optionally save a preset, then export to CSV.

5 min readcoordinatoradmin

Step by step

  1. 1

    Open Reporting

    Open Reporting from the main navigation. The left rail lists the four report kinds; the top row sets the time window.

  2. 2

    Choose the right report kind

    Pick the report kind that matches your question - pipeline for 'what's in flight', outreach for 'who still owes us a response', prerequisite for 'what's blocking inking', finalized for 'what did we ship'.

  3. 3

    Set the time window

    Select the time window. The preview table updates live so you can confirm the report contains what you expect before exporting.

  4. 4

    Save a preset (optional)

    If the team will revisit this view, click 'Save as preset' and give it a name. Presets appear in the workspace presets list for everyone with reporting access.

  5. 5

    Export the CSV

    Click 'Export CSV'. The download starts immediately and the file uses the documented column order for that report kind, ready for spreadsheets, BI tools, or archive.

Guide details

The four report kinds

Reporting is the workspace-wide lens on coordination work. Pick the report that matches the question you're trying to answer and you'll usually get to the answer in one or two clicks.

  • Project pipeline - every Proposed/Penciled/Validating project: status, slot count, response count, owner.
  • Outreach queue - stakeholders who still owe a response, by project and days waiting.
  • Prerequisite readiness - projects with outstanding required prerequisites, grouped by what's blocking inking.
  • Finalized projects - every Inked project in the chosen window with slot, prerequisite outcomes, and finalization timestamp.

Available time windows

Each report supports four time windows. Use them to scope the export to the period you actually care about.

  • Last 7 days
  • Last 30 days
  • Quarter to date
  • Year to date

Reuse repeated views with presets

Presets capture a report kind, window, and any extra filters. Save the views your team revisits weekly (for example 'Outreach - last 7 days' or 'Finalized - quarter to date') so reviewers don't have to rebuild them.

FAQ

What kinds of reports can I export?

Four report kinds: Project pipeline (every active project with status, slot count, response count), Outreach queue (stakeholders still owed a response), Prerequisite readiness (projects gated by required prerequisites), and Finalized projects (every Inked project with outcome).

What time windows are available?

Every report supports four time windows: Last 7 days, Last 30 days, Quarter to date, and Year to date. Pipeline and Prerequisite readiness include in-progress projects regardless of window; Outreach and Finalized respect the window strictly.

Can I save the report configuration?

Yes. Save a preset to lock the report kind, window, and filters. Presets live in the workspace and are accessible to every member with reporting access.

What format are exports in?

Reports export to CSV with a fixed, documented column order for each report kind. The CSV is generated on demand and includes a header row with column names.

Is the data live in the export?

The CSV exports a snapshot at the moment you click Export. To get fresh numbers, re-export. The in-app view always reflects live data.