Learn Mokapen

Reports

Reports answer “what numbers do we have”, not “what do I do this morning”. Each module has its own page: Tasks, Projects, Deals, Tickets and the others that have the Reports button. The title at the top is Reports | module name. From there you return to your activities with the button in the bar.

There is no single dashboard that mixes everything. If you need task times, open the task reports. If you need the pipeline, open the deal reports. The detail of each chart stays in that module’s guide, Reports section. This page explains how to read them and why the number does not match the kanban.

Where they are and how to open them

Open the module and switch to the reports view, or use the Reports link in that module’s guide menu. At the top right you have two views:

• Charts — one card for each visible chart (status, priority, team, owner, tags, time, and the others provided for that module).
• List — the same cards in a table, with the same filters.

The filters button narrows the period and the other fields. On task reports the due date is a locked filter: it stays always applied, so the chart does not mix due dates from different years without you choosing to. The sum / count selector changes whether the card sums an amount or counts cards.

The time chart appears only if the organization has time tracking (Medium plan, or the time tracking division active). Without that, the card is not drawn: it is not an empty chart, it is absent.

Who sees which numbers

The report shows every card you can open, not only those on your kanban. The grey users / team filter from the operational page is not applied here, until you choose a team yourself. The lock still holds: a colleague’s private card, if you are not owner, collaborator or author, enters neither kanban nor report.

This is the point that makes the report look “wrong”. Laura on the Deals kanban has 8 cards, hers. In reports she counts 40: the public ones she can access, plus her private ones. Marco in the tickets report sees the tickets he can open; a private ticket from another department, if he is not a collaborator, is not there.

Being Owner does not by itself open other people’s private cards. You must be listed, in person or via a team. The detail is in the Data visibility guide.

Quotes, orders, products, services and documents already in list form show everything you can open, like a report. There the kanban / report gap does not present itself the same way.

How to read a chart without confusing it with the list

The chart groups. The list lists. If the status chart says 12 “Open” and the list, with the same filter, shows 12, the two numbers must match. If they do not, usually you have a different filter between the two views, or you are comparing the kanban (only your work) with the report (everything you can open).

A chart by team counts the cards where that team is involved. A card with two teams can weigh in more than one slice: do not add the slices and expect the total cards. For the total use the count in the header or the list without grouping.

Filters apply to the page. If you export or switch to the list, they stay in the URL. If you share the link with a colleague, they see their numbers inside those same filters: the perimeter is their access, not yours.

When the report is not the right tool

• You only want your work for today. Stay on kanban or list with the users / team filter. The report widens.
• You want hours written in a weekly grid. That is the Timesheet page, not the report time chart.
• You want a number that includes other people’s private cards. Raising the role does not get it. Putting the person (or their team) among the collaborators does, or leaving the card public.
• You compare two modules. Reports do not add up across each other. 40 deals and 40 tickets are two different sets.

For the meaning of each card (status, priority, Gantt, tags) open the module guide and go to the Reports section.