Project Reports supports manual report creation, template-based report creation, and scheduled report generation. You can also insert system data directly into reports.

Weekly Reports and Milestone Reports are available under Project > Reports.

Feature Overview

Project Reports supports both manually written reports and template-driven progress and outcome reporting. It can seamlessly reference multidimensional project data from Sanplex, including requirements, tasks, and bugs, helping teams produce professional and accurate reports more efficiently for daily reporting as well as milestone summaries.

Use Cases

• Team status updates: Project managers can use a weekly report template to automatically summarize task completion, overdue tasks, and next-step plans, making recurring updates faster and easier.
• Milestone summaries: Teams can quickly consolidate phase results and use data to show that the project is progressing as planned, helping build customer confidence.
• Retrospectives and knowledge capture: Toward the end of a project, project managers can manually create a retrospective report and reference historical data to support future planning and avoid repeating past issues.

I. Report List

1. Report list layout

Categories are displayed on the left. The report list is displayed on the right, and the action column includes Edit and Delete.

At the top of the page, there are tabs for All, Created Today, Created This Week, and Created This Month, along with a search form.

In the upper-right corner, there are Create from Template and Create Report buttons.

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2. Categories

2.1 Built-in categories

• For Scrum, Hybrid Agile, and Kanban projects, the built-in categories are Monthly Report, Weekly Report, and Daily Report.
• For Waterfall and Hybrid Waterfall projects, the built-in categories are Monthly Report, Weekly Report, Daily Report, and Milestone Report.
• The Milestone Report category is shown only when the user has permission to access milestone reports.
• Built-in categories cannot be edited or deleted.

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2.2 Create, edit, and delete categories

When creating or editing a category, the category name must be unique.

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If a category already contains reports, it cannot be deleted. The system will display a message indicating that categories with reports cannot be removed.

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When restoring a report from Trash, if its category was also deleted, the category will be restored together with the report.

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II. Create a Report Manually

1. Report creation flow

Click Create Report to open the report creation dialog. After completing the required fields and clicking Save, the system opens the report editor.

The rest of the workflow is the same as creating a doc.

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2. Insert system data

When you open the report editor, the Insert System Data panel is expanded by default. The entry point for inserting system data is located in the report editor toolbar.

In the Insert System Data panel, you can switch between Properties, Lists, Metrics, and Charts to view the available content that can be inserted.

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2.1 Insert properties

In the Properties tab of the Insert System Data panel, click a property to insert its corresponding value into the report editor.

Hover over a property to see its name.

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2.2 Insert lists

In the Lists tab of the Insert System Data panel, click a list to open its corresponding filter dialog. Different lists have different filter conditions.

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After configuring the filters and clicking Save, matching data from the current project is displayed in the report editor.

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If there is no matching data in the current project, the inserted list shows the default empty-state display shown below.

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Click the more actions button on an inserted list to reconfigure its filters or delete the current block.

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2.3 Insert metrics

In the Metrics tab of the Insert System Data panel, click a metric to insert it. For most metrics, a filter dialog is displayed before insertion. Metrics under Execution are the exception.

Different metrics support different filter conditions.

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After configuration is complete, click Save to insert the metric into the report editor.

Hover over the inserted metric to view the configured filter conditions.

Click the inserted metric again to reopen the configuration dialog and update the settings.

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2.4 Insert charts

In the Charts tab of the Insert System Data panel, click a chart to open its corresponding filter dialog.

For Project > Basic Stats and Execution > Basic Stats, no filter dialog is shown. The chart is inserted directly into the report editor.

Different charts support different filter conditions.

After configuration is complete, click Save.

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The chart is then inserted into the report editor.

Click the question mark icon on the chart to view the calculation rules.

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Use the Settings and Delete actions on the block to update the filter conditions or remove the current block.

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3. Refresh data

The data inserted into a report is static and does not update automatically when project data changes.

You can click Refresh Data to refresh all inserted properties, lists, metrics, and charts in the report with the latest data.

The Refresh Data button is located in the report editor toolbar.

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If you want to update only part of the chart data, you can open the chart settings and save the filter conditions again. The chart will then refresh to the latest data.

III. Create a Report from a Template

1. Create a Report from a Template

Click Create from Template to open the template selection dialog.

The dialog shows templates that meet the following conditions: the template is active, and its supported workflows include the current project model.

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After selecting a template, click Next to open the report creation dialog. Complete the required fields and click Save. The report editor will then render the report automatically based on the selected template content.

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2. Generate reports on a schedule

Scheduled report generation creates reports automatically under the project based on the schedule configured in the report template.

This applies to projects that are currently In Progress.

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IV. Migrated Historical Data

1. Weekly report migration

Historical weekly reports from earlier versions are displayed under the Weekly Report category in Project > Reports.

Their names follow this format:

Week X (YYYY-MM-DD ~ YYYY-MM-DD)

For migrated weekly reports, the Edit and Delete buttons are disabled, with the message: Historical reports cannot be edited or deleted.

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2. Milestone report migration

The milestone report feature is available under the Milestone Report category in Project > Reports.

Each project has only one milestone report, and it always shows the latest project data.

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Click the Milestone Report title to open the milestone details page. You can switch phases in the upper-left corner to view the corresponding milestone report.

Milestone reports cannot be edited or deleted.

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