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Yearly reports

Basic plan and above

Yearly reports are available on the Basic, Pro, and Ultra plans.

On January 1st, TellDone generates a comprehensive annual review of your entire year. This is the highest-level report, built from your monthly reports, offering an architectural view of your achievements, patterns, and direction.

What's in a yearly report​

Year in numbers​

A summary table at the top shows your totals for the year:

  • Tasks completed and average per month
  • Notes created
  • Events scheduled
  • Ideas captured (if any)

AI narrative​

The AI analysis takes a strategic perspective on your year:

  • Year in review - the defining story of your year in 5-7 points
  • Top achievements - your 3-5 most significant accomplishments and why they matter long-term
  • Unresolved issues - problems that persisted across the year
  • Patterns and trends - recurring themes that span months, seasonal rhythms
  • Idea clusters - creative themes that emerged from your ideas
  • What improved - areas where you grew compared to the start of the year
  • What to stop doing - habits or activities that didn't serve you
  • Forecast - where things are heading based on current trajectory
  • Strategic priorities for next year - top 3 recommended priorities with how to measure success

Data appendices​

After the narrative, the report includes code-generated appendices:

  • Monthly dynamics - month-by-month table showing completed tasks, pending tasks, notes, events, and trend arrows
  • Quarterly analysis - Q1 through Q4 comparison of productivity metrics
  • Chronic tasks - tasks that have been pending for over 90 days
  • Ideas of the year - all idea-type notes grouped by month
  • Tags of the year - top 20 tags by frequency

How it's built​

The yearly report is a two-phase document:

  1. Code sections - deterministic tables and metrics computed from your raw data
  2. LLM narrative - AI-generated strategic analysis built from all your monthly reports

The AI receives every monthly report from the year as context, so it can identify patterns that span the entire twelve months.

How to view yearly reports​

  1. Go to the Reports tab
  2. Select Year view
  3. Navigate between years using the arrows

The yearly report is rendered as markdown with no structured sections - scroll through the full narrative and data tables.

Email delivery​

If you have email reports enabled, the yearly report is delivered to your inbox on January 1st alongside your other reports.

  1. Go to Settings > Email Reports
  2. Toggle on Yearly report delivery
  3. The report is sent to your account email

The email contains the same full markdown content as the in-app report.

tip

The yearly report works best when you've been using TellDone consistently. The more monthly reports available, the richer the annual analysis. Even a partial year produces useful insights, as the system falls back to weekly reports if monthly ones aren't available.

See also​