A visual representation of your data without the proper reporting misses the whole point of improving performance. So, you have created your Trello Boards, Lists, and Cards and mapped out your project management frameworks. But what about measuring your efficiency with reporting?
Trello daily reports allow you to keep track of the tasks that are relevant to your business and focus on the high-priority Cards. If you’re solely counting on Trello for reporting, you’re presented with two options: using Automation or the Email Reports configurator.
However, if you want to keep your workflow straightforward and your reports transparent, using the Blue Cat Reports Power-Up could do the trick for you. In this article, we’ll be examining all your options when it comes to Trello daily reports so that you have everything you need to decide on the best option for your needs.
Let’s begin!
Trello provides visual email reports created via the Email Reports configurator. Essentially, they contain a visual representation of your selected Board's Cards, rather than just plain text, that can be emailed to your team. Here’s how to create your Trello visual email reports:
Trello text reports created via the Automation directory are focused on text, although they also offer the possibility of a visual representation of data. For example, you can choose a Board and ask the automation tool to group Cards and create a report with their content.
Let’s say that you want to be sending a daily report of all the completed Cards from your “Done” List to your team. You want to follow these steps:
Source: Trello
every day,
create a report with all cards in list "Done",
and send an email notification to every member of the board
with subject "Daily Report for week {dateshort}"
and message "{$report}"
The variable {dateshort} will be replaced with the current date and the variable {$report} will be replaced with the contents of the report. If you opt for a visual report, you should use the variable {$report_html}.
To further customize your reports or use multiple commands, you’ll need to specify your “using pattern”. An example of using multiple reports in one command might look like this:
Source: Trello
There are sequences, variables, custom fields, even ASCII character limitations you need to take into consideration. The final email report you can expect looks something like this:
Source: Trello
Trello’s daily reports is not the most effortless workflow you could opt for. You need to be familiarized with creating the correct commands, and it’s definitely not a task that every employee in your company could take.
That’s why we’re here to present you with an alternative that’s guaranteed to generate beautiful reports for your Trello data with the right filters to view only relevant information.
Blue Cat Reports grants you instant access to fully customizable and beautiful reports to have a top-level view of your Trello Kanban Boards. You can quickly generate daily quick Lists and share them with your team to keep everyone aligned on what’s being currently done and what’s already complete.
This way, you can keep track of which Cards are taking longer to complete, which employees are getting the most work done, and how much more work can fit into your schedule.
Here’s how you can create beautiful Trello daily reports with Blue Cat:
And there you have it! Your very first Blue Cat Report daily quick List, ready to be exported or emailed to your colleagues. Quick Lists are a stellar way of keeping everyone on the same page on what’s getting done or what’s being delayed due to blockers, and therefore organize the workflow distribution accordingly.
So, whether they’re used to kick-off a week on the right foot or celebrating a busy week’s accomplishments, it’s valuable automation in your toolbox that can save you time and mistakes.
Do you want to take a step further and generate visual reports filled with charts for beautifully displayed data? Reports are stellar ways of gaining more visibility and a thorough understanding of the work being done in order to eliminate blockers, cut out the noise, and focus on the right strategies to succeed.
Here are the steps to create your first Blue Cat report:
It doesn’t get easier than that! One of the most powerful aspects of proper reporting is that it removes possible mistakes and human errors that can cause delays and heavy pains to project completion.
Data visualization and reporting are vital when measuring a business’s performance and efficiency. Using Trello effectively to generate daily reports is one way of overseeing data and sharing them with your team. However, unless you’re familiar with the automation tool and rule setting, Trello’s reports can be tricky to set up and follow through. That’s why there is a Power-Up that can help you level up your reporting game.
Blue Cat Reports offers a competitive alternative to visualizing data just one click away. It gives you the bigger picture of your efforts and makes customization fun! The easy-to-use editor lets you pull data from any Board and share the status of your projects in real-time with your team. So, if you’re looking to understand and improve your workflow without losing time on variables, start a free trial today and see for yourself!
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