Description

The Reporting addon adds a central visual reporting hub to UpStream with Gantt, pie, bar charts, calendars, and tables, powered by project, task, deadline, and assignee data already recorded in the dashboard. It is designed for those managing multiple projects in UpStream who need to filter information by assignee, completion percentage, time spent, and date range to present status to clients and teams.

Main Features of Reporting

  • Visual chart library
    Renders Gantt, pie, bar charts, calendars, and tables from UpStream projects.
  • Combined field filters
    Cross-checks assignee, completion percentage, time spent, status, and start and end dates in each report.
  • Support for custom fields
    Includes filters for extra fields created by the team within UpStream and its addons.
  • Data and Gantt export
    Exports the complete set or filtered subsets, including Gantt charts, to external files.
  • Ready-to-use reports
    Provides dozens of pre-configured views such as task progress and elapsed time, without initial setup.

Benefits of Reporting

  • Consolidated portfolio view
    Gathers the progress of all open UpStream projects on a single screen.
  • Data-driven decisions
    Compares time spent, deadlines, and assignees to identify bottlenecks before delays occur.
  • Direct client presentation
    Generates exportable charts and tables to deliver executive status without manual spreadsheet creation.
  • Increased management productivity
    Reduces the time spent extracting and cross-referencing information from native UpStream dashboards.

Who Is Reporting Intended For?

  • Digital agencies managing portfolios with dozens of simultaneous projects in UpStream needing a consolidated view.
  • Those who regularly need to present visual Gantt and progress reports to external clients.
  • Those coordinating remote teams wanting to track time spent, deadlines, and assignees without opening each project individually.

How to Download Reporting

Reporting is available for download here on Ultrapack. After saving the .zip file, go to Plugins > Add New > Upload Plugin, select the file, and activate it. Remember to keep UpStream installed and active; after activation, the new report views appear within the UpStream menu in the dashboard.

For those already using UpStream as a project management base, this addon transforms raw task, milestone, and bug data into filterable and exportable reports, eliminating the need to migrate information to external spreadsheets. The practical result is an intelligence layer over ongoing projects, allowing quick reading for both managers and end clients.

Frequently asked questions

Is UpStream Reporting GPL-licensed?

Yes. UpStream Reporting is distributed under the GPL (GNU General Public License). You may legally use, modify and redistribute it on as many sites as you want.

Can I use UpStream Reporting on multiple sites?

Yes. You can install UpStream Reporting on as many sites as you want. Only automatic updates through Ultrapack Auto Updater have a limit: from 3 to 80 sites, depending on the plan.

How much does UpStream Reporting cost at Ultrapack?

UpStream Reporting costs US$2.99 as a single purchase, and it is also included in the subscription plans starting at US$12/mo (VIP I).

Does UpStream Reporting include updates?

Yes. The current version of UpStream Reporting is 1.3.2, published at Ultrapack on Mar 4, 2021. Subscribers update straight from the WordPress dashboard with UAU (Ultrapack Auto Updater).

Is UpStream Reporting scanned before publication?

Yes. Every version of UpStream Reporting goes through a malware scan (ClamAV and YARA rules, at UltraHub) before it is published.

What are the requirements for the plugin UpStream Reporting?

Requires WordPress 5.1 or higher and PHP 5.6.20 or higher. Tested up to WordPress 5.7.0.