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Aha! Develop | Report on team documents

Documents in Aha! Develop support product development at every step. You use notes to keep track of action items and drafting PRDs (product requirements documents), and you collaborate in whiteboards to build out user journeys and hold structured sprint reviews. You use documents for everything. In fact, you may have as many team documents as you do features on your workflow board.

If you are using your team documents as a central place for product information, it is natural that as your product grows, so will the product knowledge hub you have built. You may even have a large scale internal knowledge base on your hands that you need to keep updated. Report on your team documents in Aha! Develop so you can gain visibility into various details about your documents, like when they were last updated, which tags are added, and more. This gives you a detailed inventory of your documentation to help you efficiently plan a content audit when the need arises.

Build your report

  • Navigate to Reports Overview and select Create report.

  • In the report modal, choose whether you want to Start with record type or Start with report layout. Regardless of how you begin, select Documents as your record type when you reach the Select records step, and select Create your own after selecting your report type.

    You can report on documents in list reports, pivot tables, and charts, but not in relationship report types.

  • In the Select records step, choose Documents only or Documents with workspaces depending on what you want to see in your report.

  • In the Add fields step, customize the record hierarchy that you want to see in your report. If you are creating anything more complex than a simple list report, like a pivot or chart, you will also customize the layout of your record data in this step.

  • Add filters to narrow in on the documents data you want to see in the Add filters step.

  • Click Create report.

After you have built your report, you can add additional fields to columns or cells as needed. You can also filter your report by custom fields you have added to your documents to narrow in on the data you want to see. Filter documents by Tag to find all the documents in your selected teams that have a specific tag added. Or filter by document type for a list of all your notes or whiteboards across selected teams. Use the document last active filter to find documents that were last edited within a specific time frame.

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