Project dashboards and reports that never need rebuilding

A status spreadsheet goes stale the moment you paste it. Placker builds dashboards straight from your live project data, covering tasks, dates, assignees, and effort, and keeps them current as work moves. The report you share at nine still matches the plan at noon.

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Quick facts

Reports in Placker

Live dashboards built straight from your cards. Here is what they give you:

  • Always the live number. Dashboards read your cards directly, so statuses, due dates, assignees, and effort show the plan as it stands right now instead of the last export.
  • Every board in one view. Combine multiple boards or projects into a single portfolio dashboard instead of checking each one separately.
  • The widgets your review needs. Assemble KPI tiles, bar and line charts, pivot tables, card tables, doughnut and pie charts, and capacity views to match how your meeting runs.
  • Delivered without the rebuild. Export any dashboard to PDF or schedule a recurring email so stakeholders receive the same numbers on a cadence, with no manual rework.

Live reporting

Project dashboards and reports on the plan as it stands

Your live task data, including status, dates, assignees, and effort, renders as charts. You stop maintaining a separate status spreadsheet that drifts from reality between updates. A delivery lead opens the same dashboard in a Monday review that the team worked in on Friday, and the numbers line up.

A Placker report reads the board above it, so its Done percentage and status counts are the board's own cards.

Portfolio view

Roll several projects into one portfolio view

That dashboard covers one project, but you can group projects so a single view spans a whole program or a client portfolio. A PMO sees which project is red without opening each one in turn. Portfolio reporting that used to mean a manual round-up at month-end becomes a view you open on demand.

Roll several projects into one portfolio view

Widget library

Match the widget to the metric

Those views are assembled from a widget library covering single-value tiles, bar and line charts, pivot tables, card tables, doughnut and pie charts, and capacity planning. You build the exact view a finance partner or an operations lead asks for, rather than forcing every metric into one chart. Capacity widgets show who is overallocated before the next assignment lands on them.

Match the widget to the metric

How It Works

Four steps from a project to a dashboard you can send.

  1. 1

    Add your projects

    Create projects in Placker or import existing work, so your tasks, dates, and assignees live in one place.

    Add your projects
  2. 2

    Open the Report view

    From a project or a portfolio, open Report and start from the showcase layout.

    Open the Report view
  3. 3

    Build the dashboard

    Add widgets, point each at a task field, and filter by status, assignee, or label to focus the view.

    Build the dashboard
  4. 4

    Share or schedule

    Export to PDF, or set a recurring email under Automated reports so the report reaches your team or client on its own.

    Share or schedule

Use cases

See how teams use Placker's reports to track progress and make better decisions.

  • Agency delivery team

    Runs a portfolio of client projects, with one dashboard per client and a weekly PDF that goes out without anyone assembling it.

  • Professional services lead

    Tracks utilization with capacity widgets and effort by person, so the next engagement is staffed against real availability.

  • Internal operations team

    Watches intake and throughput on a line chart to see whether the queue is growing faster than the team clears it.

  • PMO or portfolio owner

    Reviews a program through traffic-light health across every project, and drills into the one that turned red.

Tips & Best Practices

Practical advice to get the most out of your workflow

Split tasks into child cards to sharpen your reports

Reports count every card, so breaking big tasks into Parent-Child Cards gives your dashboards finer-grained progress and workload data instead of one all-or-nothing line.

Filter reports by date range to review a sprint or project phase

Narrow your reports to a specific time window to get a focused view of how work progressed during a sprint, quarter, or any other period you care about.

Export your report to PDF or CSV to share with stakeholders

Share Placker reports with team leads or clients who need visibility without needing Placker access. PDF works great for presentations; CSV is perfect for further analysis in a spreadsheet.

Track progress over time by comparing consecutive reports

Run the same report in successive weeks or sprints and compare the results. Watching trends emerge over time is one of the most powerful ways to improve how your team plans and delivers.

Related pages

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