Reports
Reports are a convenient way to quickly generate a view with a filter configuration that you often come back to.
In order to create a new report, select your desired filters, and click the Save as a new report button. Type in the Title of your report and hit Save. Now, you can open it from the drop-down menu with just one click.
Saved reports are for individual users and are visible only to their creators. However, there’s an option to share your Worklogs table.
Save the report with the date range
You can save a report with a specific date range. The date range can be set by selecting the starting and the ending day on the calendar. You can also choose one of the suggestions: current week, current month, current year, today, previous week, previous month, previous 3 months, current quarter, or previous quarter.
After that click Save as a new report and toggle ‘Save report for previous month’:
Now, your report will dynamically update the date range to always fit the previous month, so that you don’t need to change it manually.
To edit the existing reports and add a date range to them, click Save changes and select Save report for (..):
Reports saved without a date range will use the time selected by the user at the moment of loading the report.
Edit saved reports
If you need to edit your report, select it on the Worklogs page and apply changes. Then, click the option to Save changes next to the report’s name.
If you don’t want to save the changes made, click Reset changes to go back to the initial report state.
Default view
If you often start your work by looking at the same report on the Worklogs page, you can choose the ‘Use as default view’ option. It will load as an initial report every time you open the Worklogs page.
To create a default report, check the ‘Use as default view’ box under the name of your report and click Save.
To mark an already existing report as the default one, go to the ‘Manage reports’ page and click the three-dot menu under the action column.
Manage reports
Here, you can navigate to and manage all the reports you’ve previously saved. Click the report’s name to go to its page in Worklogs.
The ‘Additional filters’ column sums up additional filters selected in your report as well as their form (table or chart). Filters that are always selected, such as users, projects, and period grouping are not shown.
Click the three-dot menu to open actions that you can take with your saved Reports. You can Delete report which is no longer needed. The ‘Make as default view’ option allows you to load the most frequently used report as the initial view every time you open the Worklogs page.
Contact our support here if you need any help or would like to share your feedback.