Reports

Every project’s numbers on one screen, before the meeting.

Active Rooms, open and overdue tasks, file view time, and the client’s time to reply, on one screen. See where to act first without asking every owner.

Create a client project Room for free

No credit card. Try every Business feature for 14 days; afterwards you simply move to Free ($0), with no charge.

Available on: Every plan (including Free)(Project health (stall detection) from Solo、Analytics export from Business)

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PROJECT LIST

The list and the numbers, ready for your meeting.

Export the project health list and the totals as CSV, and use them as they are in internal meeting materials.

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  • Stalled projects come first

    Sorted by how long since the client last visited, each with a next step (reply, follow up, or assign).

  • Export as CSV

    Work with the numbers in a spreadsheet.

  • A home for each Room

    Each Room’s home shows recent messages and open tasks.

Reports

FAQ

  • What units can I view reports in?

    You can view them at two levels: each Room's home dashboard and the workspace-wide portfolio dashboard.

  • What KPIs are available?

    Active Rooms, open and overdue tasks, file view time, the client’s median time to reply, and projects needing attention, among others.

  • What does the access event log capture?

    File views, downloads, and similar actions are recorded in time order, so you can use them for handoffs and reviews.

  • Do managers and reps see different scopes?

    Which Rooms you see depends on your workspace permissions and the Rooms you belong to.

  • Can I spot stalled projects on the dashboard?

    Yes. The dashboard list puts projects the client hasn’t visited for the longest first, each with a next step. The “Needs attention” view in the Room list can sort by health.

See every project on one screen before the next meeting.

Create a client project Room for free

No credit card. Try every Business feature for 14 days; afterwards you simply move to Free ($0), with no charge.

See this screen with sample data in the public demo Room’s internal view (demo content is in Japanese).Open the public demo Room (opens in a new tab)

Reports & Dashboards | Terasu