Report Studio: build your own dashboards
5 min read · Updated 3 Jun 2026
How it fits together
A report is a board of up to twelve widgets. Each widget is one chart built from a measure (what you're counting), an optional dimension (how you're slicing it) and any filters. It all reads live from your approved hours and WBS — there's nothing to refresh by hand.
Start from a template
You don't start on a blank page. Eight dashboards are seeded into every project and ready to read straight away:
- Productivity, Cost control, Labour by trade, WBS heatmap, Weekly progress, Labour overview, Material overview and a Combined cost dashboard.
Duplicate any of them to get an editable copy, then make it yours.
Build your own
Thirteen chart types: KPI tile, line, area, bar, stacked bar, horizontal bar, pie, donut, gauge, scatter, table, pivot table, and a WBS heatmap. The builder previews live as you go.
Need a number that isn't in the catalog? Write a formula like round(earned_hours / spent_hours, 2). The engine is sandboxed — arithmetic plus a handful of safe functions (coalesce, round, abs, min, max), validated before it ever runs. No code execution, no surprises.
Click any data point to drill through to the underlying labour entries. Add conditional formatting and prior-period deltas on the numbers that matter, then export a chart to PNG or the data to CSV.
What next?
Built the perfect board? Put it on autopilot: Schedule reports to clients →
Frequently asked
Which plans include Report Studio?
Pro, Business and Enterprise. On Field and Team you can see the eight starter dashboards described, but building and editing is behind an upgrade prompt.
How many widgets can a dashboard have?
Up to twelve widgets per report, with up to six measures on a single widget. It keeps boards fast and readable.
Are custom formulas safe to use?
Yes. The formula engine is a sandboxed evaluator — arithmetic plus a few safe functions, validated before it runs. It never executes arbitrary code, and divide-by-zero just shows as a dash.
Can I export a widget?
Charts export to PNG and any widget's data exports to CSV, straight from the tile. Drill-through results export to CSV too.