# Project reporting overview

### What are Views and Dashboards?

Views and Dashboards are the reporting layer inside Wonderly's project management tool. Views give you three ways to see and manage active work: Table View organizes tasks in a structured grid, Kanban View arranges work by status or stage, and Gantt View maps everything onto a timeline. Dashboards pull that same data into charts so you can track completion rates, spot what is falling behind, and measure output over time. The Workload View shows how many hours each person has scheduled against their capacity.

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### Why use it?

**Your project data is already inside Wonderly.**

When a lead comes in through your Client Intake Form and gets added to your CRM, that data is already there. As that lead moves through your pipeline and becomes an active project, you can track the entire process from one place. Views and Dashboards read your live data and update in real time as work progresses.

Without this, project status lives everywhere except one place. Tasks get buried in email threads. Deadlines are tracked in a spreadsheet nobody remembers to update. The only way to know where things stand is to ask and hope the right person is available.

That has a real cost. Imagine you have 10 active client projects. On Monday morning, you spend two hours checking each one, only to realize you need to email three people for basic updates. By Thursday, those updates come in and you find out a project due Friday is already three weeks behind. The client escalates before you have a chance to catch it.

**With any other tool?**

* Track action items and deadlines manually in a spreadsheet
* Export project data separately to get a full picture
* Update everything before every status meeting
* Reconcile it against your CRM to understand where each client stands
* Repeat every week with no single source of truth

**With Wonderly?**

* Every task, deadline, and assignee is already there
* Dashboards update the moment work changes
* Nothing to export, sync, or maintain

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### How it works

Views and Dashboards live inside the Projects and Tasks section of Wonderly. Every project you create is automatically visible across all view types.

#### Which tool should I use?

<table><thead><tr><th width="126.21484375"></th><th>Views</th><th>Dashboards</th><th>Workload</th></tr></thead><tbody><tr><td><strong>Primary use</strong></td><td>Manage day-to-day work</td><td>Track progress and report</td><td>Plan resources and capacity</td></tr><tr><td><strong>Best for</strong></td><td>Task triage, workflow tracking, deadline management</td><td>High-level insights, decision-making</td><td>Workload distribution, resourcing</td></tr><tr><td><strong>Updates</strong></td><td>Real time</td><td>Real time</td><td>Real time</td></tr></tbody></table>

#### Table View

{% hint style="info" %}
**When to use:** You need to review who is assigned to what and what needs attention.
{% endhint %}

Table View displays all tasks in a structured grid. Each row is a task. Each column shows a parameter: deadline, assignee, priority, duration, label, or any custom field. You can add, remove, and reorder columns to match how you work and save your configuration so it loads the same way next time.

#### Kanban View

{% hint style="info" %}
**When to use:** You need to track workflow progress at a glance.
{% endhint %}

Kanban View displays tasks as cards organized into columns by milestone. Drag a task card from one milestone to the next to update its stage without opening the task.

#### Gantt View

{% hint style="info" %}
**When to use:** You need to manage deadlines and see how project timelines overlap.
{% endhint %}

Gantt View displays projects as bars on a horizontal timeline. If a project is running long or a deadline shifts, drag the bar to a new date and see the impact immediately. Zoom in or out to get a broader or more detailed view of your schedule.

#### Dashboard View

{% hint style="info" %}
**When to use:** You want to track progress, spot patterns, and share high-level insights.
{% endhint %}

Dashboards display your task and project data as charts. Each chart answers a specific question about your operation:

* **Number charts:** a single metric like tasks overdue this week or total hours scheduled
* **Bar charts:** compare values across categories like task count by assignee or tasks by project
* **Pie charts:** proportional breakdowns like completed versus in-progress tasks
* **Line charts:** trends over time like tasks completed per week over the past two months

You can add or remove chart cards, switch between chart types, and resize and rearrange cards to prioritize the metrics that matter most.

#### Workload View

{% hint style="info" %}
**When to use:** You need to assign work based on team capacity.
{% endhint %}

Workload View shows scheduled hours per person across a selected time range. Each team member has a capacity bar that fills as tasks are assigned. For a deeper look at how capacity planning works, see \[Capacity Planning: Overview].

#### Filtering and Grouping

Every view supports filters. Filter by project, assignee, deadline, priority, status, or any custom field. Filters persist when you switch between view types.

Grouping clusters tasks under a shared parameter. Group by assignee to spot who is overloaded, by project to compare progress across clients, or by status to see where work is piling up.

**Before you get started**

Views are available by default inside every project. No configuration required to start using Table, Kanban, or Gantt. Dashboards can start from a blank canvas or from a template. Add your first chart card, choose a chart type, set your filters, and your first dashboard is ready in under five minutes.

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**FAQ**

**What is the difference between a view and a dashboard?** Views are how you see and manage active work day to day. They show your tasks and projects so you can assign work, update statuses, and track deadlines. Dashboards are how you report on work. They display chart cards that turn your project data into metrics so you can spot patterns and understand progress at a glance.

**Do I need to set up reporting before I can use it?** Wonderly does not have a separate reporting tool. Dashboards act as your reporting layer. A pre-made dashboard template is ready when you first open the Dashboards tab so you can start getting insights straight away. Customize it, add your own chart cards, or build new dashboards from scratch as your needs grow.