Use card view in reports

After combining project sheets into a report, you can view and manage the sheet tasks in card view in the report. Card view helps you quickly answer questions like the ones below:

• Which tasks are high priority across projects?
• How many issues are in the Implementation stage?
• Which designer has the most requests?

Card view in reports works similarly to card view in sheets. 

The sharing permission level in a report's source sheets determines the actions you can perform in card view in the report. For permission details, please see Permissions in Card view.

Limitations

• Card view in a report can display reports that have up to 2,500 rows.
• Card view works with row reports only. It's incompatible with sheet summary reports.
• Card view doesn't support rendering task hierarchy relationships (parent-child relationships or subtasks).
• Reports can't be displayed in card view when viewed in the following areas:
  • Dashboard report widget
  • Dynamic view
  • WorkApps 
  • Mobile app 

Keep in mind

• Changes to a card in your report update the underlying sheet.
• A card’s task color is inherited from the sheet. You can't change the color of the report.
• Cards appear in the same order as in the grid view for your report by default when you first open a report in card view.

Move a card between lanes to change field values

To change the value of a card's field associated with the lanes, drag the card from one lane to another lane.

For example, if a card's State field is associated with the lanes, moving the card from a lane named Client Summary to one named Pending Sale changes the State field value from Client Summary to Pending Sale. If you open the card to edit it, the State field has the Pending Sale value. Or if you switch to grid view, the cell in the State column has the Pending Sale value.

Move a card up or down within a lane to change its rank

To change a task's rank (priority), drag its card up or down within the lane. 

For example, moving the card up higher than other cards within a lane prioritizes it more than those below it. To lower a card’s priority, drag it lower within the lane. 

Moving a card up or down within a lane doesn’t affect its content. The change only affects the card’s ranking (or ordering) in card view. Moving the card doesn't affect row order in the report’s grid view or the source sheet(s). 

You can rank cards independently in each lane. For example, you can rank cards in View by Status, switch to View by Assignee, and rank cards separately. The rank is stored for each View By breakout and appears for all report viewers.

Edit a card

1. Double-click on the card you want to update. 
2. Make your updates and select Save. Refresh the report to see the changes displayed.