Easy Tech TutsHow to Create Report in ClickUp, Generate Easily 2026
By Impran M N
Turning raw task data into something you can actually present to stakeholders is where ClickUp's Dashboards Hub comes in. This guide covers creating a dashboard from a template or from scratch, adding interactive widgets like bar charts and pie charts, and filtering the data by assignee or custom field so your report tells the right story.
01Open the Dashboards Hub
From a project list, click '+ View' and select Dashboard from the app drawer.
02Start from a template or blank canvas
Choose a pre-built performance tracking template, or click Create Dashboard to start with a blank overview panel.
03Review generated widgets
Check the default pie chart distribution widget to audit workloads across your project's assignees.
04Add a custom widget
Click Add Card in the top toolbar to inject a new calculation element, such as a time-tracked total.
05Filter for specific insights
Customize your new widget's filters to isolate specific data, like overdue tasks only.
06Share the report
Use the Share option to configure client permissions or schedule an automated PDF email delivery of the dashboard.
Frequently asked questions
Can I generate a written summary instead of just charts?
Yes, a ClickUp Brain summary card can be added to automatically generate a written status insight report alongside your visual widgets.
Can I share a dashboard with someone outside my team?
Yes, the Share option lets you configure external client permissions or schedule automated report delivery via email.
What chart types are available for dashboards?
You can build bar charts, line graphs, and pie charts among other widget types, depending on how you want to visualize the data.
Does the dashboard update automatically as tasks change?
Yes, dashboard widgets reflect live data from your connected lists, so they update as underlying tasks change.
Watch the full walkthrough
The same steps, demonstrated on screen from start to finish.
