Meet the new BigPicture navigation
A faster, smarter, and more intuitive way to work is here. We’ve redesigned BigPicture navigation to give you a smoother experience and better access to what matters most.
→ Discover what’s new, explore key improvements, and review feature name updates on the New navigation page.
→ The rollout will happen gradually, and the previous navigation will be retired in September 2026.
Contextual reports
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 | ||
| 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 Charts button and select or unselect the report from the dropdown.
Contextual reports
Visit the following pages to learn more about the individual report: