The following modules: Overview Gantt Scope Resources Board offer advanced contextual reporting capabilities for quick lookups of key metrics applicable to the selected project, program, portfolio, and sub-box. The contextual reports cannot be customized, but you can choose which ones to view, refresh them to show the most up-to-date data, and enlarge them for better visibility. The following reports are available: We plan to add more contextual reports in the coming months. If you haven’t found the report you need, it may be available soon. In the meantime, we encourage you to contact our Support Team to drop your suggestion on the report you would like to see in BigPicture. Permissions and access Permissions To view the contextual reports, a user must have at least the Box Viewer role. To manage and edit contextual reports in any module, the user must have the Box Admin or Box Editor role. When the user lacks permissions to certain boxes, tasks, or OKRs, the report displays data for the boxes/tasks/OKRs to which the user can access. In such a case, the "Only your set of data is taken into account" message displayed at the bottom of the report informs you of this. Access Contextual reports are available in every box scope type and box type except the Home/root box. Overview (top of the module) Scope (Details View > Reports) Gantt (Infobar > Reports) Board (Infobar > Reports) Resources (Backlog > Reports) Scope type Report Modules Overview Gantt, Scope, Board, Resources None scope (portfolio) Own-scope (project, program) Sub-scope (timebox) Boxes by status Yes (active by default) Yes OKRs by status Yes (active by default) Yes Team capacity Yes (active by default) Yes (active by default) Effort progress Yes Yes (active by default) Project health Yes Yes Contextual reports are not available in the Root box. Enable or disable contextual reports Each module displays a specific set of default reports. To hide or enable other reports, click the plus (+) button and select or unselect the report from the dropdown. Contextual reports Visit the following pages to learn more about the individual report:

The following modules: Overview Gantt Scope Resources Board offer advanced contextual reporting capabilities for quick lookups of key metrics applicable to the selected project, program, portfolio, and sub-box. The contextual reports cannot be customized, but you can choose which ones to view, refresh them to show the most up-to-date data, and enlarge them for better visibility. The following reports are available: We plan to add more contextual reports in the coming months. If you haven’t found the report you need, it may be available soon. In the meantime, we encourage you to contact our Support Team to drop your suggestion on the report you would like to see in BigPicture. Permissions and access Permissions To view the contextual reports, a user must have at least the Box Viewer role. To manage and edit contextual reports in any module, the user must have the Box Admin or Box Editor role. When the user lacks permissions to certain boxes, tasks, or OKRs, the report displays data for the boxes/tasks/OKRs to which the user can access. In such a case, the "Only your set of data is taken into account" message displayed at the bottom of the report informs you of this. Access Contextual reports are available in every box scope type and box type except the Home/root box. See the details in the table below. Module How to access contextual reports Overview Click View > Reports. Gantt Go to Infobar > Reports. Scope Go to Details View > Reports. Board Go to Infobar > Reports. Resources Go to Backlog > Reports. Scope type Report Modules Overview Gantt, Scope, Board, Resources None scope (portfolio) Own-scope (project, program) Sub-scope (timebox) Boxes by status Yes (active by default) Yes OKRs by status Yes (active by default) Yes Team capacity Yes (active by default) Yes (active by default) Effort progress Yes Yes (active by default) Project health Yes Yes Contextual reports are not available in the Root box. Enable or disable contextual reports Each module displays a specific set of default reports. To hide or enable other reports, click the plus (+) button and select or unselect the report from the dropdown. Contextual reports Visit the following pages to learn more about the individual report: