---
title: "Advanced Reporting and Dashboards for Projects | Orangescrum"
description: "Build custom dashboards and run advanced project reports on live data. Velocity, burndown, planned versus actual, resource utilisation, and profitability."
canonical: https://www.orangescrum.com/advanced-reporting
---

# Advanced Reporting and Dashboards for Projects | Orangescrum

> For the complete documentation index, see [llms.txt](https://www.orangescrum.com/llms.txt).

[Home](/) / [Features](/features) / Advanced Reporting

Advanced Reporting

# Advanced Reporting and _Custom Dashboards_

Go past standard charts. Build the dashboards your team actually needs, run deep reports on live project data, and answer the questions leadership keeps asking.

Available in[Cloud](/pricing "Cloud - included")[Self-Hosted](/self-hosted "Self-Hosted - included")Open Source

[Start Free Trial →](/sign-up?utm_source=website&utm_medium=feature&utm_content=advanced-reporting)[Book a Demo](https://calendly.com/orangescrum)

Included in the Premium plan and in Self-Hosted

## What is advanced project reporting?

Advanced project reporting means going beyond a fixed set of charts, so you can build your own views and analyse live project data the way your business works. Orangescrum gives you custom dashboards, a wide set of delivery and financial reports, and advanced BI on live data, so you can measure delivery, cost, and capacity in one place.

The problem

## Why reporting _takes so long_

Reports get rebuilt by hand

Someone exports to a spreadsheet every month and rebuilds the same charts.

✓ Custom dashboards that stay live and update themselves.

The data is split up

Delivery is in one tool, time in another, cost in a third.

✓ Tasks, time, resources, and cost all report from the same system.

Leadership asks new questions

Fixed reports cannot answer anything they were not built for.

✓ Advanced BI on live data lets you build new views without waiting.

What you get

## Reports and dashboards for _every level_

Grouped by the question being asked: the BI layer itself, the dashboards, then delivery, plan against reality, people, and money.

01Advanced BI

-   ### Dashboards embedded in Orangescrum
    
    Full business intelligence dashboards render inside the product, not in a separate tab somebody has to be told about.
    
-   ### No second login
    
    A short lived token is issued for you behind the scenes, so nobody manages a second set of credentials.
    
-   ### Your data and nobody else's
    
    In Cloud a company filter is written into every token before the dashboard runs, and in Self-Hosted the BI instance is your own.
    
-   ### Reads live project data
    
    There is no nightly export to wait for, so the dashboard shows what is true now.
    
-   ### Pick which dashboards appear
    
    Choose which dashboards are attached to your account, and add or remove several at a time.
    
-   ### Dashboards get their own menu
    
    Attached dashboards appear as menu entries, split between analytics and reports so people find the right one.
    
-   ### Connect your own instance
    
    In the Self-Hosted edition you point Orangescrum at your own BI server and it stays under your control.
    
-   ### The current context is passed through
    
    The project or company you are looking at is handed to the dashboard, so it opens already scoped.
    

02Dashboards

-   ### A widget set you assemble
    
    Build the screen your audience needs from more than twenty widgets rather than accepting one fixed layout.
    
-   ### Widgets respect permissions
    
    A widget only appears for people whose role is allowed to see the numbers behind it.
    
-   ### Hide a widget for everybody
    
    In the Self-Hosted edition an owner can switch a widget off across the whole organisation.
    
-   ### Cards, charts, and lists together
    
    Counts, donuts, bar charts, tables, and activity feeds all sit on the same screen.
    

03Delivery

-   ### A velocity chart
    
    How much the team actually completes per sprint, so planning is based on evidence.
    
-   ### Sprint burndown
    
    Work remaining against time remaining, so a sprint that will not land is visible before the last day.
    
-   ### A completed sprint report
    
    What was committed, what shipped, and what carried over, with a PDF you can send on.
    
-   ### Average age of open work
    
    How long the things still open have been open, which is usually the number nobody wants to look at.
    
-   ### Resolution time
    
    How long work takes from being raised to being resolved, over the period you choose.
    
-   ### Created against resolved
    
    Whether the team is keeping up with incoming work or falling behind it.
    
-   ### Recently created work and time since it moved
    
    Two reports that show what has just arrived and what has been sitting untouched.
    
-   ### A task cycle report
    
    How long work spends moving through your statuses, so you can find the stage that is slow.
    
-   ### A probabilistic forecast
    
    In the Self-Hosted edition, a forecast built from your own delivery history rather than an optimistic guess.
    

04Plan against reality

-   ### Planned versus actual
    
    Compare estimated effort and dates with what really happened, and choose the columns you want to see.
    
-   ### Why a due date moved
    
    Every date change carries a reason from a list you control, and the report shows them by project and person.
    
-   ### Progress by weight, points, or hours
    
    In the Self-Hosted edition, decide whether progress counts tasks, weightings, story points, or estimated hours.
    

05Capacity

-   ### Resource utilisation
    
    Where each person's logged hours actually went, split billable and non billable, down to the task.
    
-   ### Resource allocation by role and project
    
    Estimated against spent hours, week by week, drilled from role to project to person.
    
-   ### Team utilisation
    
    Utilisation by role, role group, project, and person, viewed by month or by week.
    
-   ### Pending work per person
    
    What is still open against each person, exportable for a one to one.
    
-   ### Capacity against allocation
    
    In the Cloud edition, a dedicated resource tracking view compares available capacity with what has been committed.
    

06Money

-   ### Profitability per project
    
    Revenue against cost per project, filtered by client, manager, project type, status, and date.
    
-   ### Hours spent, four ways
    
    The same time data as a burndown, a pie, a grid, and a line, because different people read different shapes.
    
-   ### Timesheet reporting
    
    Approved hours by person and project, with a chart view alongside the table.
    
-   ### Budget and cost on the dashboard
    
    Budget against actual, cost by resource, and a red amber green cost view, all from logged hours and your rates.
    

07Export

-   ### CSV from the table reports
    
    Due date changes, resource utilisation, team utilisation, pending tasks, and profitability all export.
    
-   ### A spreadsheet file, not just CSV
    
    Resource utilisation writes a real spreadsheet file for people who want formatting to survive.
    
-   ### A sprint report as a PDF
    
    The completed sprint report renders to PDF, which is what usually ends up in a board pack.
    
-   ### Save a chart as an image
    
    Any chart can be taken out as a picture or a PDF, straight from the chart itself.
    
-   ### Scheduled email reports
    
    Weekly usage, a task status digest, daily due reminders, a daily update report, management reports, and team utilisation, on a schedule you set.
    

08Access

-   ### A permission for each report
    
    Every report has its own view permission, so the profitability report is not open to the whole company.
    
-   ### One project or all of them
    
    Reports run for a single project or across the portfolio, which is how PMO and leadership actually ask the question.
    

How it works

## How teams _use it_

1

Pick your metrics

Decide what the team and leadership actually need to see each week.

2

Build the dashboard

Assemble the widgets and reports into a dashboard for that audience.

3

Share it

Give each group the view that answers their questions, instead of one report for everyone.

4

Dig deeper

Use advanced BI on live data when someone asks a question your standard reports do not cover.

Who it's for

## Reporting for _different audiences_

Delivery teams

Velocity, burndown, and cycle time so the team can see how it is actually performing.

[Learn more →](/agile-project-management)

PMO and operations

Portfolio level views across every project, with utilisation and delivery health.

[Learn more →](/program-management-software)

Agencies and services

Billable hours, budget consumption, and per project profitability for client work.

[Learn more →](/agency-project-management)

Availability

## Which edition includes _what_

Orangescrum runs as managed cloud, self-hosted on your own servers, or as the open-source Community Edition. Here is exactly what each one includes.

Advanced Reporting is available in the Premium plan and in Self-Hosted.

| Capability | CloudManaged SaaS | Self-HostedOn-premise / private cloud | Open SourceCommunity Edition |

| Standard project reports | ✓ | ✓ | ✗ |
| Dashboard widgets with per role visibility | ✓ | ✓ | ✗ |
| Velocity, burndown, and completed sprint report | Pro | ✓ | ✗ |
| Planned versus actual and due date reasons | ✓ | ✓ | ✗ |
| Average age, resolution time, and task cycle | ✓ | ✓ | ✗ |
| Resource utilisation and allocation reporting | Premium | ✓ | ✗ |
| Cost, budget, and profitability reporting | Pro | ✓ | ✗ |
| Timesheet reporting | Pro | ✓ | ✗ |
| Advanced BI on live data | Premium | ✓ | ✗ |
| Connect your own BI instance | ✗ | ✓ | ✗ |
| Capacity against allocation view | ✓ | ✗ | ✗ |
| Progress by weighting, story points, or hours | ✗ | ✓ | ✗ |
| Probabilistic delivery forecast | ✗ | ✓ | ✗ |
| Hide a dashboard widget organisation wide | ✗ | ✓ | ✗ |
| CSV, spreadsheet, PDF, and chart image export | ✓ | ✓ | ✗ |
| Scheduled email reports | ✓ | ✓ | ✓ |
| Audit trail and activity logs | Premium | ✓ | ✗ |

Frequently asked questions

## Advanced Reporting _FAQ_

### What is Advanced Reporting in Orangescrum?

It is the set of custom dashboards and deeper reports that go beyond the standard charts. You can build your own dashboards, run delivery, resource, and financial reports, and use advanced BI on live project data.

### Which edition and plan includes it?

Advanced reports and advanced dashboards are part of the Premium plan in the Cloud edition. They are also available in the Self-Hosted edition. Basic reporting is included in lower plans.

### What reports are included?

Delivery reports such as velocity, sprint burndown, completed sprint, resolution time, average age, created against resolved, and task cycle. Plan reports such as planned versus actual and due date change reasons. Resource reports such as utilisation, allocation, team utilisation, and pending work. Financial reports such as hours against budget, timesheets, and per project profitability.

### Can I build my own dashboard?

Yes. You choose the widgets and reports you want and arrange them into a dashboard, then share it with the people who need that view. Each widget only appears for roles allowed to see the data behind it.

### What is advanced BI on live data?

It is a business intelligence layer embedded inside Orangescrum. It runs on your live project data, issues you a short lived token behind the scenes so there is no second login, and scopes every query to your own company.

### Can I export reports?

Yes. The table reports export to CSV, resource utilisation also writes a spreadsheet file, the completed sprint report renders to PDF, and any chart can be saved as an image or a PDF.

### Can reports be emailed on a schedule?

Yes. You can schedule weekly usage, a task status digest, daily due reminders, a daily update report, management reports comparing estimate with actual, and team utilisation reports, choosing who receives each one.

### Does it report across multiple projects?

Yes. You can report at project level or across a portfolio, which is how PMO and leadership teams usually want to see it.

### Is the data live?

Yes. Dashboards and reports read from your live project data, so you are not rebuilding them from exports each month.

## See what your projects are really doing

Advanced Reporting is included in the Premium plan and in the Self-Hosted edition.

[Start Free Trial →](/sign-up?utm_source=website&utm_medium=feature&utm_content=advanced-reporting_cta)[Book a Demo](https://calendly.com/orangescrum)

## Related capabilities

[All in one dashboardTrack every project in one view](/all-in-one-project-management-dashboard)[Resource ManagementPlan and measure capacity](/resource-management)[Budget and costTrack cost against budget](/budget-and-cost-management)[TimesheetBillable and non billable hours](/timesheet)