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Business and above

Reports

Save a report built from Redmine's own filters and columns, re-run it any time, and export or email it as PDF, Excel or CSV.

Documented for version 1.0.0 · Verified against 47b7551

Redmine already has a good query builder, on the Issues page, the Spent time page and the Projects page. What it has no way to do is keep one as a named report you re-run on the first of the month, hand to somebody as a branded PDF, or have arrive by email every Monday. Reports does that by reusing those three builders rather than inventing a fourth: the filter row here is the filter row from the Issues page, so a relative date like "this month" means the month you press Run in.

What you can do

Availability
Business and above.
Permissions
It behaves as a workspace-wide capability: holding it in any role in any project means "this person builds reports", because a report spans whatever projects its filters reach and so does not belong to one.
Settings
Scheduled delivery is off until you switch it on, so adding Reports to a workspace never starts sending mail to anybody.
Building a report
Reports in the top menu → New report, then pick the data: Issues, Spent time or Projects.
Running and exporting
Opening a report evaluates its filters afresh.
Templates
A report can be published as a Template.
Scheduled delivery
With Scheduled delivery switched on, a report can carry a schedule, Weekly on a weekday or Monthly on a day of the month, at an hour, delivering the PDF and the Excel file to people and groups you name.
On My Dashboard
With My Dashboard 1.2.5 or newer in the workspace, a Saved report widget shows the report you last ran, its totals, its first ten rows, and a link to run it in full.
Saved reports, what is shared, and the published templates
From a live RedminePRO workspace.

Common questions

No Reports in the top menu.

The account holds Use reports in no role.

Reports opens on a page about plans.

The workspace is below Business. The page names the plan it needs rather than hiding the feature.

A colleague sees fewer rows than I do in the same report.

That is correct. A report shows each reader what that reader may see; compare the two counts printed on the page.

Launch with RedminePRO.