State summary report
The state summary report shows the current task distribution across the three states of your project's In-progress steps and the system steps in a column chart. This report can be accessed in its original form, or you can use filters and breakdowns to quickly identify potential bottlenecks in your project. This report only provides a current snapshot of task distribution by state and does not include any historical data.
Accessing the state summary report
Click Reports > Task reports > State summary report from within your project to access this report.
This report is only available to project admins and members with whom the report has been shared.
Using the state summary report
X-axis - The three states: active, on hold, and done of the In-progress steps and the system steps (Not started and Completed steps)
Y-axis - The number of tasks
You can narrow down your available tasks by using basic and advanced filters. Also, use the Show/hide states button to select which states should be displayed on the report.
In its original configuration, the state summary report only shows the number of tasks under each state of your project. However, when you decide to break down your states by step, assignee, or dropdown fields, the report becomes a stacked column chart.
- States broken down by step – Tasks in individual states or system steps divided based on steps of your project.
- States broken down by assignee – Tasks in individual states or system steps distributed among the various members to whom the tasks are assigned.
- States broken down by dropdown fields – Tasks in individual states or system steps distributed based on the dropdown fields assigned to them in your project. For example, if the dropdown field is priority and it’s defined as low, medium, or high, various tasks in these states will be segmented based on these priorities.
- States broken down by created by and modified by fields - Tasks in individual states or system steps divided based on creator and modifier of the tasks.
The report can be downloaded in PNG format as needed. Tasks are color coded and identified by legend markers in these columns. When you hover over a column, you'll see the task count associated with your selection.
Understanding the state summary report
Use the state summary report to identify overall bottlenecks in your project, along with specific details such as the members who have the most tasks on hold or the in progress steps where the items are being held up the most.
Let's take a look at some examples in which the state summary report can be useful.
What is my project's overall bottleneck?
To get this information, go to the State summary report. The tasks that are on hold state in the report are primarily the bottleneck tasks in your project.
Who are the project members who have the most tasks on-hold?
To get this data, go to the State summary report > Breakdown by assignee. In the report, the member with the longest band in the on hold column is the one you're looking for.