# How to Create Reports in ClickUp

> To create reports in ClickUp, navigate to your team space and list, click the '+View' option, and select 'Dashboard'. Provide a name, choose a dashboard, select a data source, and click 'Create Dashboard'. View charts, overdue tasks, and activity, add cards, and click 'Share' to set permissions.

Canonical: https://livedemo.ai/tutorials/how-to-create-reports-in-clickup/
Apps: ClickUp
Updated: 2026-10-05
Interactive demo: https://story-api.livedemo.ai/workspaces/62255d3d3304f17b8f5e2d03/stories/692a3a1aab56e05a00fe0ffc/preview?step=1

## Steps

1. Go to your team space and click on it.
2. Click on the list that you want to create a report to.
3. Click the '+View' option.
4. Select 'Dashboard'.
5. Provide a name and choose your preferred dashboard.
6. Select a location to source your data from and click 'Create Dashboard'.
7. Shows a pie chart representation of total tasks by Assignee.
8. Useful for tracking progress towards project completion.
9. Displays a bar chart to compare tasks across different categories like assignees.
10. In your dashboard, you will also find the lists of overdue tasks.
11. The latest activity made or timeline history.
12. In your Dashboard, you will be able to track your tasks by cards. If you desire to add a card you can do it by clicking the 'Add card' option.
13. Click the 'Share' button at the top of the dashboard to set sharing permissions.