Use card view in reports

With card view in reports, you can combine your project sheets into one report, then view in card view to quickly answer questions like:

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

If you use card view in sheets, you're already familiar with viewing information in cards. Card view in reports works similarly. 

What you can do in card view depends on the sharing permission level you have in the sheet. For details about specific actions, you can take in card view, review this table.

Limitations

• If a report has more than 2,500 rows, it won't display in card view.
• Card view works with row reports only. It isn't compatible with sheet summary reports.
• The hierarchical relationship between parent and child tasks (subtasks) won't be visually represented in card view.
• Reports can't be displayed in card view when viewed in the following areas:
  • Dashboard report widget
  • Dynamic view
  • WorkApps 
  • Mobile app 

Move a card

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.

 Between lanes

• To move a card between lanes, drag it from one lane to another. 

When you move a card between lanes, the field value changes to reflect the value of the lane into which you moved the card. For example, if you move a card from a lane named Client Summary to one named Pending Sale, the field value for State will change from Client Summary to Pending Sale. You’ll see the state change if you open the card to edit it or if you switch to grid view, where the cell in the State column will show Pending Sale.

Within a lane

• To move a card within a lane, drag it up or down within the lane. 

When you move a card within a lane, you change its ranking. For example, moving the card up higher within a lane prioritizes it more than the cards below it. To lower a card’s priority, drag it lower within the lane. 

Moving a card up or down within a lane won’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.

• To close the card without saving any changes, select Cancel. 
• 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.