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πŸ“Š Mastering Fixed Reports & Data Overviews in Jugl: Track Performance with Static Reports
πŸ“Š Mastering Fixed Reports & Data Overviews in Jugl: Track Performance with Static Reports

This guide will walk you through how to access, use, and export static reports in Jugl. πŸš€

Updated over a month ago

Tracking progress and analyzing task completion rates are essential for efficient workspace management. With Jugl’s Fixed Reports & Data Overviews, you get pre-built, non-customizable reports that provide clear insights into your team’s performance.

Unlike Dynamic Dashboards, which allow real-time filtering and customization, Fixed Reports refresh every 24 hours and cannot be modified. However, they are perfect for tracking trends, monitoring team progress, and exporting essential data for further analysis.


πŸ”Ž Why Use Fixed Reports in Jugl?

βœ” Quick Performance Overview – Get ready-made reports without manual setup.

βœ” Daily Data Refresh – Reports update every 24 hours to reflect recent changes.

βœ” Export for External Analysis – Download reports as Excel, CSV, or image files for further processing.

βœ” Identify Trends & Patterns – Monitor task completion rates, pending workloads, and checklist progress.

Teams that regularly analyze static reports improve task completion efficiency by 28% (Source: Deloitte).


βœ… Step-by-Step: How to Access Fixed Reports in Jugl

πŸ“‚ Step 1: Navigate to the Reports Section

1️⃣ Log in to Jugl and navigate to Reports from the left-side panel.

2️⃣ Click on Tasks to view available reports.

Example: A project manager wants to track the weekly task completion rate for their team.


πŸ“Š Step 2: View Available Fixed Reports

Jugl provides three main types of Fixed Reports to help monitor team productivity.

πŸ“Œ 1. Individual Tasks Report – Breakdown of task progress per user

βœ” Tracks pending, in-progress, and completed tasks by individual team members.

βœ” Helps identify high-performers and track workload distribution.

βœ” Useful for team performance evaluations.

πŸ“Œ 2. Group Tasks Report – Overview of tasks across multiple users

βœ” Summarizes tasks by team, project, or department.

βœ” Provides a comparison of progress across different groups.

βœ” Helps managers allocate resources efficiently.

πŸ“Œ 3. Label-Wise Info – Categorization of tasks by labels or tags

βœ” Tracks how tasks are grouped based on labels (e.g., Urgent, High-Priority, Client-Specific).

βœ” Useful for analyzing task distribution and prioritization patterns.

Example: A marketing team uses the Label-Wise Info Report to track campaign tasks labeled as "Social Media," "Paid Ads," and "SEO."


πŸ“Œ Step 3: Understanding What Fixed Reports Show

πŸ“ Task Insights

βœ” Total number of tasks in the workspace.

βœ” Breakdown of pending, in-progress, and completed tasks.

βœ” Comparison of who has completed the most tasks.

βœ” Weekly completion rate trends for task tracking over time.

πŸ“ Checklist Overview

βœ” Total number of checklist items created in tasks.

βœ” Breakdown of pending vs. completed checklist items.

βœ” Helps track detailed progress inside each task.

Example: A construction company uses Task Insights Reports to monitor on-site project completions and identify delays.


πŸ“€ Step 4: Exporting Fixed Reports for Analysis

Jugl allows you to download static reports for further analysis, presentations, or record-keeping.

βœ” Export as Excel – Perfect for spreadsheets and custom sorting.

βœ” Export as CSV – Best for importing data into third-party tools.

βœ” Export as Image – Useful for sharing snapshots in reports or presentations.

How to Export a Fixed Report:

1️⃣ Open the Reports section.

2️⃣ Select the report you want to export.

3️⃣ Click the Export button.

4️⃣ Choose Excel, CSV, or Image format.

5️⃣ Download the file to your system.

Example: An HR manager exports the Group Tasks Report in Excel format to analyze employee productivity trends.

Pro Tip: Export reports weekly to maintain consistent performance tracking and progress comparisons.


πŸ” Key Limitations of Fixed Reports

βœ” Pre-Built Reports Only – Users cannot create customized reports like Dynamic Dashboards.

βœ” No Real-Time Updates – Reports refresh once every 24 hours, not instantly.

βœ” Limited Filtering Options – Users cannot apply custom filters or group data differently.

Solution: Use Dynamic Dashboards for real-time, customizable reporting!


πŸ” Best Practices for Using Fixed Reports in Jugl

βœ” Review Reports Daily – Use Fixed Reports for daily performance tracking.

βœ” Compare Weekly Trends – Identify task completion trends and improvement areas.

βœ” Export for Deeper Analysis – Use Excel or CSV exports to customize and sort data externally.

βœ” Use Alongside Dynamic Dashboards – Combine static and real-time reports for a complete view of workspace performance.

Companies that analyze performance data weekly see a 20% improvement in project efficiency (Source: McKinsey)


🎯 Gold Catcher Takeaway: Keep Your Team on Track!

With Jugl’s Fixed Reports, you can track team progress, task completion rates, and workload distributionβ€”all in a simple, automated reporting system. While these reports cannot be customized, they offer essential insights for day-to-day tracking and data exports for deeper analysis. πŸ’‘


πŸš€ Take Action: Start Using Fixed Reports in Jugl Today!

Now that you know how to access, analyze, and export Fixed Reports, log in to Jugl and start tracking your team’s progress with clear, structured insights.

πŸ”— Need real-time data tracking? Check out our guide on Dynamic Dashboards! πŸš€

Let’s Jugl it! πŸŽ‰

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