Creating Reports

Build a report by choosing which workspaces to pull from, which columns to show, and how to filter the data.

Create a report from the Reports list by clicking New Report. Building a report has three parts: data sources, columns, and optional filters.

Title and Description

Give the report a clear title — this is how it will appear in the list and to anyone you share it with. The description is optional and is useful when you want to explain what the report shows or how it should be used.

Data Sources

A data source tells the report where to pull records from. Each report needs at least one source, and you can add multiple sources to combine records from different sets of workspaces.

You have two choices for each source:

  • All workspaces — Pull records from every workspace in your organization that you have access to. Good for company-wide reports.
  • Specific workspaces — Pick the exact workspaces to include. Good for focused reports, like “Q2 client projects” or “EU sales pipeline”.
If you want to pull from most — but not all — of your workspaces, use Specific workspaces and multi-select. Switching to All workspaces will include any new workspace added later, which may not be what you want for a curated report.

Per-Source Filters

Each data source has its own filter panel. This is where you narrow the records coming in — for example, “only records assigned to me”, “only records with a due date this quarter”, or “only records where the Status custom field is Active”.

Filters support the same rules as anywhere else in Blue: assignee, tag, list, dates, completion status, and any custom field. You can combine rules with AND/OR logic across groups. See filters for the full rule reference.

Columns

Pick which columns show up in the report. The column picker offers two groups:

Built-in fields — Title, List, Due Date, Projects (the workspace the record belongs to), Assignees, Tags, Created Date, Referenced By, Blocked By, and Blocking.

Custom fields — Every custom field from the workspaces you selected. Fields with the same name and type across workspaces are merged automatically.

Drag columns in the picker to change the order they appear in the table. You can pin columns to the left and resize them from the table header once the report is open.

Start with a few essential columns. It's easier to add more than to pare down a cluttered table.

Saving and Editing

Reports save automatically when you finish the create dialog. To change the configuration later — add a new data source, swap columns, adjust filters — open the report and click Edit. Changes apply immediately to everyone who has access.

Viewing the Report

Once created, the report opens as a scrollable table. You can:

  • Click any column header to sort by that field
  • Right-click a row to open the record or copy a cell value
  • Apply temporary view-level filters from the toolbar — these don’t change the saved report, they just narrow what you see in the moment
  • Scroll infinitely; rows load in batches as you go
Some custom fields don't support server-side sorting across workspaces. If sorting on a column has no effect, that's why — the field type isn't sortable in a cross-workspace context.