Reporting for Trello

Turn your Trello boards into dashboards, charts, and exportable reports that show progress, identify bottlenecks, and communicate status to clients and teams. Save hours on manual reporting.

Reporting Tools Page Summary

Transform your Trello boards into powerful data sources for insights and reporting. Generate dashboards that show what's getting done, identify where work gets stuck, and create reports that share progress with clients. Stop manually compiling status updates and let your board data tell the story automatically.

What You'll Learn:

  • Building dashboards
  • Analyzing performance
  • Communicating status

Who This Is For:

  • Executives needing status visibility
    You're leading the organization and need high-level dashboards showing what's getting done without diving into details.
  • Project managers creating progress reports
    You're reporting project status and need to quickly generate reports showing progress, blockers, and next steps.
  • Team leads tracking performance
    You're managing team performance and need metrics showing throughput, cycle time, and bottlenecks.
  • Stakeholders monitoring delivery
    You're tracking project delivery and need clear visibility into what's completed, in progress, and at risk.
  • PMO analysts measuring outcomes
    You're analyzing portfolio performance and need data on completion rates, velocity, and resource utilization.
  • Consultants demonstrating value
    You're proving client value and need reports showing work completed, time spent, and results delivered.

Step 1: Visualization

Create visual dashboards that show key metrics at a glance

When your work lives in lists, you can't see patterns or trends. How many cards are done versus in progress? Where is work getting stuck? You answer these questions by manually counting cards or exporting to spreadsheets, wasting hours that could be spent on actual work.

Dashboards turn your board data into visual charts and metrics. Choose the metrics that matter for your work: - Burndown charts show whether you're on track to finish on time - Pie charts display work distribution across lists or labels - Bar charts compare completion rates between team members - Number widgets highlight key totals or averages

The dashboard updates automatically as you move cards and change their properties. What took hours to compile manually now updates instantly, giving you current data whenever you need it.

Related capabilities:

  • Generate dashboards with key metrics
  • Create charts showing progress over time
  • Export data for stakeholder reports
  • Monitor cycle time and throughput
  • Identify bottlenecks and blockers

Step 2: Insights

Use data to identify bottlenecks and improve team processes

Gut feelings about team performance can mislead you. You think Design is the bottleneck, but data shows Development actually takes longer. You believe productivity is dropping, but metrics reveal you're completing more cards than last month. Without data, you make decisions based on the loudest voices or most recent memories.

Performance reports show objective data about how work flows through your board: - Cycle time reveals how long cards take from start to finish - Throughput tracks how many cards complete each week or sprint - Time in list identifies where cards get stuck - Velocity trends show whether the team is speeding up or slowing down

These metrics help you have productive conversations about process improvements. Instead of debating opinions, you discuss actual data and experiment with changes that address real bottlenecks.

Related capabilities:

  • Track team productivity and velocity
  • Create charts showing progress over time
  • Export data for stakeholder reports
  • Monitor cycle time and throughput
  • Identify bottlenecks and blockers

Step 3: Reporting

Generate reports that keep stakeholders informed without manual updates

Creating status reports manually eats up productive time. You screenshot boards, copy data into slides, write summaries of what's complete and what's at risk. By the time stakeholders see the report, it's already out of date. Team members spend Friday afternoons preparing reports instead of finishing work.

Automated reporting transforms your board data into stakeholder-ready formats: - Export filtered views to spreadsheets for executive reviews - Generate charts showing progress toward milestones - Create summary reports highlighting completed work and blockers - Schedule recurring reports that send automatically

Reports pull current data directly from your boards, so stakeholders always see accurate information. You configure reports once, then they generate on demand or on schedule. This frees you from report compilation while keeping everyone informed.

Related capabilities:

  • Identify bottlenecks and blockers
  • Generate dashboards with key metrics
  • Monitor cycle time and throughput
  • Create charts showing progress over time
  • Track team productivity and velocity

Common Scenarios

See how teams use reporting tools to save time and make better decisions

  • Sprint Retrospective Data

    Use sprint reports and cycle time data to run data-driven retrospectives that identify actual bottlenecks and measure improvement.

    Example: Development team reviews sprint burndown chart showing work wasn't completed until last 2 days. Cycle time report reveals 2.5 days average in 'Review' list. Team experiments with pairing reviewers. Next sprint data shows review time dropped to 0.8 days.

  • Executive Dashboard

    Create real-time executive dashboards aggregating key metrics across all teams to eliminate manual status report compilation.

    Example: CTO dashboard shows Team 3 velocity dropped 40% over 3 weeks. Click through to Team 3 board reveals 2 senior developers on vacation. CTO approves contractor hire. Problem addressed same week instead of after quarterly review.

  • Client Progress Reports

    Generate automated client-facing dashboards to provide self-service progress visibility and reduce manual reporting overhead.

    Example: Client logs into dashboard and sees 12 of 15 deliverables complete, 3 in progress with completion dates. No need to email account manager for status. Account manager proactively updates dashboard when timeline shifts instead of waiting for client to ask.

Tips & Best Practices

Practical advice to get the most out of your workflow

Identify what questions you need answered

Before building dashboards, list the questions stakeholders actually ask. Design metrics that answer those specific questions.

Standardize labels and naming across boards

Reports work best when data is consistent. Use the same label names and list structures across similar boards for meaningful comparisons.

Track changes over time, not just snapshots

Single data points don't tell the story. Show how metrics change week-over-week or sprint-over-sprint to identify real patterns.

Measure current state before making changes

You can't measure improvement without baseline data. Run reports for 2-4 weeks before implementing process changes.

Schedule reports instead of creating manually

Set up weekly or monthly reports to generate automatically. Share links with stakeholders so they can access current data anytime.

Create focused views for different audiences

Executives need high-level summaries, teams need detailed metrics. Use filters to create appropriate views for each audience.

Discuss reports in team meetings

Numbers alone don't improve process. Review metrics as a team, discuss what they mean, and decide on experiments to try.

Save snapshots for historical comparison

Export key reports monthly or quarterly as CSV or PDF. Historical data helps you see long-term trends and measure sustained improvements.

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