ClickUp Custom Reporting Dashboard How-To
This step-by-step guide shows you how to build and use a custom reporting dashboard in ClickUp so you can track performance, share insights, and automate reporting with AI.
Using the AI Agent for Reporting Dashboard, you can instantly turn workspace data into clear, visual reports that update as work changes.
What the ClickUp AI Reporting Dashboard Does
The AI-powered reporting dashboard is designed to help teams understand performance and progress without manual data crunching.
- Summarize work across tasks and projects.
- Highlight bottlenecks and risks.
- Automate recurring reporting tasks.
- Share clear status updates with stakeholders.
The dashboard uses an AI Agent to interpret your workspace data and present it in a structured, easy-to-read format.
How the ClickUp AI Agent for Reporting Works
The AI Agent for Reporting Dashboard in ClickUp connects to your workspace, reads task and project data, and generates contextual summaries.
Once enabled, the agent can:
- Scan your active workspaces, folders, and lists.
- Identify trends in task status, due dates, and assignees.
- Create human-readable updates and recommendations.
- Support follow-up questions about your reports.
This turns your reporting dashboard into a dynamic, conversational experience instead of a static set of widgets.
Prerequisites to Use the ClickUp Reporting Dashboard
Before you create your custom reporting dashboard, make sure you have:
- Access to a ClickUp workspace.
- Permission to create or edit dashboards.
- AI features enabled, including the Reporting Dashboard AI Agent.
If your plan or workspace does not yet include AI agents, contact your workspace admin or sales representative for enablement options.
How to Create a Custom Reporting Dashboard in ClickUp
Follow these steps to create a new AI-powered reporting dashboard.
Step 1: Open Dashboards in ClickUp
- Sign in to your workspace.
- From the left sidebar, select the Dashboards section.
- Click the button to create a new dashboard.
Choose a clear name that reflects the purpose of the dashboard, such as “Executive Performance Report” or “Sprint Health Overview”.
Step 2: Choose the Reporting Dashboard Template
- In the dashboard creation modal, browse available templates.
- Select the AI-powered Reporting Dashboard template designed for ClickUp AI Agents.
- Confirm the selection to generate the layout.
The template automatically includes sections optimized for performance metrics, task status summaries, and AI-generated insights.
Step 3: Connect Data Sources in ClickUp
- Within the new dashboard, click to configure each reporting widget.
- Select the spaces, folders, or lists you want to include.
- Filter by status, assignee, or due date to narrow the scope.
Connecting the right data ensures that your ClickUp reports stay relevant to your team’s goals.
Step 4: Enable the AI Agent for Reporting Dashboard
- Locate the AI Agent or AI panel within the dashboard layout.
- Enable the Reporting Dashboard AI Agent for this dashboard.
- Grant the agent permission to read the selected spaces and lists.
Once enabled, the agent will start analyzing your data and generating summaries directly in the dashboard.
Step 5: Customize Widgets and Layout
Adjust the layout to highlight the most important information for your stakeholders.
- Resize charts and tables to emphasize key metrics.
- Reorder sections so leadership sees top-line performance first.
- Add or remove widgets based on your reporting needs.
You can create multiple views within the same dashboard if different audiences require unique perspectives.
Using the ClickUp AI Agent Inside the Dashboard
Once your dashboard is configured, the AI Agent becomes your reporting assistant.
Ask Questions About Your ClickUp Data
Use natural language prompts to explore your reports:
- “Summarize this week’s completed tasks by assignee.”
- “Highlight projects at risk based on overdue tasks.”
- “Provide a summary I can paste into an executive email.”
The agent reads the widgets and underlying workspace data to generate fast, accurate answers.
Generate Shareable Status Updates
You can ask the agent to produce share-ready updates based on what it sees in your ClickUp dashboard:
- Weekly summaries for management.
- Team-level performance recaps.
- Risk and dependency overviews.
These summaries can be copied into documents, emails, or chats for quick distribution.
Best Practices for a High-Value ClickUp Reporting Dashboard
To get the most from your AI-driven reporting, follow these guidelines.
Focus Your ClickUp Data Scope
Aim for clarity over volume.
- Limit dashboards to a single team, portfolio, or initiative.
- Use filters to show only active or in-progress work.
- Exclude archived or low-priority lists.
This makes AI summaries more focused and relevant.
Standardize Fields in ClickUp
Consistent data leads to better reporting.
- Use standardized statuses across related projects.
- Adopt shared custom fields for budgets, priorities, or tags.
- Ensure owners and due dates are always assigned.
The AI Agent relies on structured data to create accurate interpretations.
Schedule Regular Review
Make the reporting dashboard part of your routine:
- Review before standups or leadership meetings.
- Ask the agent for a fresh summary at the start of each week.
- Refine filters and widgets monthly as priorities change.
Sharing and Collaborating on ClickUp Dashboards
Your reporting dashboard can be shared with collaborators inside and outside your workspace.
- Grant view or edit access to team members.
- Share links with leadership for real-time visibility.
- Use permissions to control who can change filters or widgets.
This keeps everyone aligned on current progress and priorities.
Troubleshooting Your ClickUp Reporting Dashboard
If the AI Agent or widgets are not behaving as expected, review these points.
- Confirm the AI Agent has access to the correct spaces and lists.
- Check that tasks have up-to-date statuses and due dates.
- Verify dashboard filters are not excluding needed data.
If issues persist, consult the official documentation.
For a detailed description of the AI Agent for Reporting Dashboard and its capabilities, visit the official product page at this ClickUp AI Reporting Dashboard overview.
Next Steps and Additional Resources
Once your reporting dashboard is stable, consider building additional dashboards for specific teams or initiatives, each powered by the same AI Agent capability in ClickUp.
If you need strategic help designing reporting processes and workflows, you can explore expert consulting resources such as Consultevo for implementation and optimization support.
By combining AI Agents with structured dashboards, your workspace gains an always-on reporting layer that turns raw activity into actionable insights.
Need Help With ClickUp?
If you want expert help building, automating, or scaling your ClickUp workspace, work with ConsultEvo — trusted ClickUp Solution Partners.
“`
