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Monthly reports

Pro and up

Monthly reports are available on the Pro and Ultra plans. Free and Basic users do not get monthly reports. See Plans and pricing.

On the 1st of each month (in your time zone), TellDone generates a long-form monthly report covering the previous month. Only the yearly review goes into more depth.

Monthly report summary with metrics

Sections​

On iPhone, a monthly report shows these parts from top to bottom. A section appears only when there's something to put in it.

Summary and numbers​

  • Summary - a short quote at the top that sums up how the month went and where next month could go.
  • Six numbers - Completed, In progress, Overdue, Chronic, Notes, and Events, with small trend charts below.

Wins, blocker, burnout, and focus​

  • Top Wins - your three biggest achievements of the month, each framed as "from [state at start] to [state at end]".
  • Main Blocker - the biggest obstacle you faced, with its age in days, root cause, and a concrete "if this, then that" action with a deadline.
  • Burnout Status - the AI checks five signals: growing overdue tasks, postponed tasks, a lower completion rate, fewer voice notes, and missed days. Then it assigns a status:
    • Green (OK) - healthy pace
    • Yellow (Watch) - some signs of strain
    • Red (Alert) - a high risk of burnout
  • Focus for Next Month - what to put first in the coming month.

Detailed Breakdown​

Monthly report completed projects

  • Month Narrative - the full story of your month
  • Chronic Issues - tasks still open more than 14 days after you created them, with root-cause analysis and recommendations to resolve them. Tasks open for more than 90 days come with a suggestion to delete them
  • Patterns & Correlations - connections between your activities
  • Areas of Responsibility - breakdown by life and work areas
  • Leading Indicators - early signals of emerging trends
  • 80/20 Analysis - which 20% of activities produced 80% of your results
  • Previous Month Comparison - how this month stacks up against the last one
  • Top-5 Tags - your most active categories
  • Ideas - suggestions the AI drew from your month
  • Completed Projects - major accomplishments worth celebrating

Appendix​

  • Tasks completed, Notes, and Events - the items behind the report. A long list ends with a line that says how many more items there are
  • Full tag table - every tag you used this month

Viewing monthly reports​

This is how monthly reports look on iPhone. The web app shows the same reports with a slightly different layout.

  • The six numbers sit in a 2x3 grid. Chronic tasks are highlighted in yellow when there are more than 20.
  • Collapsible blocks for longer sections.
  • Links to the notes, tasks, and events behind each section.
  • Period navigator - use previous and next buttons to move between completed months, or open the month picker to jump to an earlier month. The current month can't be opened until it's over.
  • The copy button (clipboard icon) copies the full report so you can paste it anywhere.
  • Today - on iPhone, tap Today to jump back to the most recent month.
  • Search - on iPhone, search finds text in the reports saved on your device.
  • Auto-refresh - when a new monthly report is generated, the screen refreshes automatically.
  • No report for this period - if you pick a month without a report, the app says so and suggests trying a different date.

Report language​

Reports are written in your content language (the language you speak). In the app, section headings follow your app language. In report emails: if your content language is one of the 20 languages the app is available in, the whole email, subject included, is in that language. For other content languages, the subject, headings and labels use your app language, and only the written summary uses your content language.

Email delivery​

Monthly report emails use this subject format: "John, February 2026 · 208 tasks, 🟡". The circle shows your burnout status: green, yellow, or red.

tip

Keep an eye on the burnout indicator. Yellow or red is an early warning, a good moment to look at your workload.

See also​

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