How to create a Workstream Progress Report?
How to Create a Workstream Progress Report
Tracking the progress of workstreams is crucial for monitoring the status of tasks and ensuring they stay on schedule. A Workstream Progress Report helps you visualize the completion percentage of various tasks within a project, making it easier to identify which areas are progressing well and which may need attention. This guide will walk you through creating a detailed progress report that displays task categories, request counts, and completion status in a clear tabular format.
Visualization Example:
![](https://storage.crisp.chat/users/helpdesk/website/27f699bfcd0cb800/image_4a9ucm.png)
Steps:
In the Explore menu, select Room Requests.
Choose the following fields:
Request Category field > List Name
Request field > Num of Requests and % Progress
Request Status field > Status
Add the following filters by clicking the Add filter button at the top.
Deal > Deal Title (choose any deal that you want to check)
Request Status: Status (set the filter as "Request Status Status is not null")
![](https://storage.crisp.chat/users/helpdesk/website/27f699bfcd0cb800/screenshot-2024-09-25-at-93533_1dxtu4m.png)
Click the cog icon next to Request Status and select Pivot from the dropdown menu. This will organize the status names into columns, creating a table format.
![](https://storage.crisp.chat/users/helpdesk/website/27f699bfcd0cb800/screenshot-2024-09-25-at-94030_zittd6.png)
Click the Run button at the top right to generate the data.
In the Data Pane, perform the following actions:
Sort the table by List Name in ascending order by clicking the column header.
Hide the fields Num of Requests and % Progress by clicking the gear icon next to the field and choosing Hide this field in visualization.
Check the Row Totals box in the top right to display the totals.
![](https://storage.crisp.chat/users/helpdesk/website/27f699bfcd0cb800/image_19pgxvn.png)
Click Add next to the Custom Fields section in the left data pane and select Table Calculation from the dropdown menu.
![](https://storage.crisp.chat/users/helpdesk/website/27f699bfcd0cb800/image_81le0y.png)
Add these calculations by copying and pasting the code into the expression box:
Num of Requests: This will display "0" in the table when Num of Requests is null.
Code:
if(
is_null(${task_task.count}),
0,
${task_task.count}
)
![](https://storage.crisp.chat/users/helpdesk/website/27f699bfcd0cb800/image_1qscwe3.png)
% Progress: This will add a row total for % Progress.
Code:
${task_task.progress:row_total}
![](https://storage.crisp.chat/users/helpdesk/website/27f699bfcd0cb800/image_1hmp2nj.png)
Choose Visualization:
In the Visualization Pane, select Table as the chart type.
Go to Edit -> Series -> Customization -> % Progress and turn on Cell Visualization.
Choose a color palette to visually represent the progress of tasks.
![](https://storage.crisp.chat/users/helpdesk/website/27f699bfcd0cb800/image_1k6ljvg.png)
By following these steps, you'll have a detailed Workstream Progress Report that provides a clear visual representation of your task progress, enabling you to stay on top of project deadlines and ensure everything is moving forward as planned.
Updated on: 12/02/2025
Thank you!