Timeline, reports and sharing
See the project's progress over time, read its reports, download a PDF report or CSV files, and share a read-only link.
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These features show your project to you and to other people: how far it has come, where the money has gone, and a record you can hand to someone else.
Where to find them#
- Timeline tab: what the project has reached so far, from the day it started to its target completion date.
- Reports tab: charts of spending against the budget.
- Download PDF report: in the project's options menu, the button beside the project's name. A presentable report of the whole project, for an insurer, a buyer or a client.
- Export tasks (CSV) on the board, and Export expenses (CSV) on the Expenses tab: spreadsheet files of what each view shows.
- Share: beside the project's name. A read-only link anyone can open without an account.
Who sees what#
Every member sees the Timeline. The Reports tab, budget alerts on the timeline, and the money sections of a PDF report are only for members who can see money on the whole project. Share links are made by the project's owner, its Admins and anyone else allowed to edit project settings.
What each plan includes#
- Free: the Timeline, Reports and share links. CSV exports and the PDF report show a lock and an upgrade prompt.
- Premium: everything on Free, plus CSV exports and the PDF report.
- Professional: everything on Premium, plus reports carrying your own business name, logo and colour instead of RenovU's.
Exports and reports follow the plan of the project's owner, whoever asks for them. These are the current defaults: see Pricing for the up-to-date list.
Guías prácticas
- Follow progress on the timelineSee finished tasks, milestones, budget alerts and before-and-after photos along the project's life.
- Read the Reports tabSee total spend, budget used, spending over time and where the money has gone, by category and by room.
- Download a PDF project reportMake a PDF report of the whole project, with budget, tasks, time, photos and expenses, to share or keep.
- Put your branding on reportsReplace RenovU's name with your business name, logo and colour on the PDF reports of projects you own.
- Export tasks or expenses as CSVDownload a spreadsheet file of the tasks on the board or the expenses on the Expenses tab, as you've filtered them.
- Share a read-only linkCreate a link that lets anyone see the project's progress and photos, without an account and without seeing money.
- See who's viewed a share link, and revoke itCheck how often each share link has been opened, see when it expires, and turn a link off.
Preguntas
Which plans include CSV exports and the PDF report?
Premium and Professional. On Free, Export tasks (CSV), Export expenses (CSV) and Download PDF report show a lock and open an upgrade prompt. Only Professional puts your own branding on reports. It's the project owner's plan that counts, whoever asks for the export. See Pricing for the current plans.
Why does my download say it has expired?
Exports and reports can be downloaded for 7 days, and only while you can still see what they hold. After 7 days, or if you've left the project or can no longer see its money, the link opens a page saying This download has expired. Make a new export or report from the project to get the latest.
What can people see through a share link?
The project's name, description and progress, up to 12 recent photos and up to 10 recently finished tasks. They can't see money, people's names or where the property is, and they can't change anything. See Share a read-only link.
I've lost a share link. Can I see it again?
No. For safety, a link's address is only shown once, when you create it. Open Share, select Revoke beside the old link, then create a new one and copy it.
I asked for a PDF report. Where is it?
Reports are made in the background. When it's ready, you get a notification under the bell and an email with Download the report. If nothing arrives, check whether the email went to spam, and whether you've switched off Exports ready in your notification settings. If you ask for several reports, they're made one after another.
Why can't I see the Reports tab?
The Reports tab is only for members who can see money on the whole project. If your role doesn't include that, the tab is hidden. Ask the project's owner or an Admin to change your permissions. See Team and roles.
Why are amounts in my CSV file plain numbers without a currency symbol?
So every spreadsheet reads them as numbers, whatever its language. Amounts use a full stop for decimals, and the currency is in the column heading. Dates are written as 2026-10-01 for the same reason. Format the columns in your spreadsheet if you want them to look different.
Why isn't my milestone on the timeline?
A milestone appears on the timeline once it has a due date (as a hollow marker) or once it's finished (filled in). Give it a due date to see it ahead of time. Check, too, that Milestone is ticked on the task's Details tab.
Relacionado
- Budgets and expensesSet budgets for the project, its rooms and tasks, record what you spend, handle other currencies and get alerts before you overspend.
- TasksAdd tasks, track progress, search and filter the board, and use dependencies, subtasks, notes and the bin.
- PhotosAdd photos to tasks, tag them Before, Progress or After, link an After to its Before, and see how location data is removed.
- Plans and billingWhat Free, Premium and Professional include, what they cost, and how to upgrade, change plan, cancel and find your invoices.