What it does
A progress report is a curated list of work for a period. You add lines (each is a short piece of wording you can edit), put them in the order you want, and optionally keep a link back to the thread a line came from. It's ideal for a weekly or monthly summary to a client or manager.
Where to find it
- Navigation: Reports menu → Progress reports
- URL:
/dashboard/progress-reports
Step by step
Create a report
- Open Progress reports and click New report.
- Give it a Title (e.g. Week of 16 June) and, optionally, a From and To date.
- Click Create report.
Add and edit lines
- Click a report to expand it.
- Type a line of work in the Add a line of work… box and click Add (or press Enter).
- Hover a line to edit its wording (pencil) or remove it (bin). Use the ▲ / ▼ arrows to reorder lines.
- If a line is linked to a thread, an ↗ reference appears beneath it — click it to open the source thread.
Delete a report
Click the bin icon on the report's row. This removes the report and all its lines.
What each screen shows
- The list — each report with its title, item count and period.
- Expanded report — its lines in order, each with reorder arrows, an edit and a remove action, and a link back to its source thread where one is set. An Add a line of work box sits at the bottom.
Tips and good to know
- Reports are shared across your organisation.
- Wording is fully editable, so you can rephrase raw notes into client-friendly language.
Troubleshooting
| Problem | What to try | | --- | --- | | My line lost its order | Use the ▲ / ▼ arrows to reorder; the order is saved as you go. | | A line's source link is missing | Lines added directly on this page have no thread link; only lines created from a thread carry one. |