Workbench

Reports

Saved aggregations over customers, onboardings, and tasks, embedded anywhere on the Workbench.
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A report is a saved aggregation: a grouped, counted, or summed query over your customers, onboardings, or tasks. Open Workbench > Reports to see the built-in catalog. Build your own from any list view.

Built-in reports

Pivotal ships seven reports out of the box. Each one is read-only and updates as your data changes:

  1. Onboardings by phase: count of active onboardings in Kickoff, Integration, UAT, Launch, and Adoption. Useful for spotting pipeline pile-ups.
  2. Onboardings by owner: same count, grouped by csm. Use this to balance load across the team.
  3. Launches this month: onboardings with target_launch_date between the 1st and last day of the current month, grouped by week.
  4. Launches launching this month by CSM: same set, grouped by csm instead of by week.
  5. Tasks open by assignee: count of open tasks (done = false) grouped by assignee.
  6. Tasks overdue: open tasks where due_date is in the past, ranked by days overdue.
  7. At-risk customers: customers with status at_risk, with the most recent at-risk timestamp shown.

Each row is a link. Click “12 onboardings” on Onboardings by phase: UAT and Pivotal opens the Onboardings list pre-filtered to that group.

Build a custom report

  1. Open the list the report is about (Customers, Onboardings, or Tasks).
  2. Apply the filters that define the population (e.g. status is at_risk on Customers).
  3. Click Group by in the toolbar and pick the dimension (owner, plan, tags, a custom field).
  4. Optional: pick a secondary group (e.g. group by owner, then by plan).
  5. Click the chart icon and pick Save as report.
  6. Name it, choose Private or Public, and confirm.

The report appears in Workbench > Reports for everyone (if public) or for you (if private).

Pin a report to your dashboard

Open the report, click ⋯ > Add to Workbench. The report renders as a Saved report widget on your dashboard. Each teammate adds it to their own layout from Customize your dashboard. Adding a report to your Workbench does not add it to anyone else’s.

Export a report

From the report page, click ⋯ > Export CSV. You get a flat file with one row per group and the count or sum. For raw underlying records, export from the source list instead via Data export.

Scheduled reports

Public reports support a weekly digest. Open ⋯ > Schedule digest and pick recipients plus day of week. The digest sends a snapshot of the current report state to email; it does not link back into the app for read-only recipients. If the report is private, the schedule option is hidden.

A gotcha with stale groupings

If you group by a custom field and that field gets renamed in Tags and metadata, the report’s group label updates automatically. If the field is deleted, the report falls back to “Ungrouped” and surfaces a warning banner. Edit and re-save the report to pick a new grouping.

Email help@pivotal.app with a screenshot of where you got stuck and the customer or onboarding id from the URL.