How to save and use multiple time reports with Worklogs

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With time being our most limited asset, the importance of using time tracking software and all the benefits that go with it are undeniable.   

With our Worklogs - Time Tracking and Time Reports feature – multiple reports – you can save, load, and manage numerous time reports. They will give you a detailed insight into how your time, money, and resources were spent on a particular project. You can then assess how efficient the whole process was.

We could say that the more time reports you generate, the better understanding of your time management you can have. And what are the general advantages of creating and saving multiple time reports?  

• When you save a certain report you can easily come back to it and there’s no need to set up all filters from scratch to gain insight into specific parameters. 
• You can create many reports, each with a different configuration, and save them for later. 
• With multiple reports saved, you can analyze and compare data by switching between different reports comfortably.     
• You can make your most frequently used report a default one – it will then be displayed every time you open Worklogs. 

This article will guide you step by step through multiple time reports; how to save, load, and edit them. 

Saving multiple reports

When you want to create a report, choose filters you’re interested in. 

Depending on your visual preferences, you can save your report as a table, pie chart, or bar chart.   

Once you have everything set up according to your preferences, click on the ‘Save as a new report’ button. A new window will pop up and you’ll be able to name your report and save it. You can save as many reports as you’d like.     

Dynamically updated report

Depending on your date range settings, the app will ask you if you want to save a report that would dynamically update to match the set time period (e.g. previous week, previous month, current quarter, current year, etc.). If you don’t want the report to update automatically, disable this option.

Default view 

If there’s a certain report you’re planning to come back to often, you can set it as your default view by selecting ‘Use as default view’. It will now show up every time you open Worklogs, exactly in the configuration you saved it.

Loading your reports

All the reports that you’ve saved can be accessed from the Choose your report drop-down menu. You can switch between them comfortably and there’s no need to set up all filters from scratch.    

Managing your saved reports

It might turn out that you want to make some alterations to the reports you’ve saved. If that happens, all you need to do is click on the drop-down menu and choose ‘Manage reports’. 

You will then see all your saved reports on the left and an Actions menu on the right. Here you can make any of the previously saved reports a default one, depending on your current needs and preferences. All you need to do is click on the three dots and then click Mark as default view: 

Removing reports you no longer use 

In case there’s a report that is not needed anymore, you can delete it by selecting ‘Delete report’ from the Actions menu:    

 

Editing a saved report

When you want to keep a report but something’s changed and it needs some alterations, e.g. you want different filters to be used, click on the report’s name from the list on the left. You can then edit it and make the changes you need.    

After applying new filters, click ‘Save changes’, next to the report’s name. If you change your mind, there’s an option to choose ‘Reset changes’ (next to the save button), and all the changes you’ve made will be undone. 

Keep in mind that the reports you’ve saved will only be visible to you – no one else will have access to them. However, you can still share your report by clicking on the Share button. The link to your report will be copied automatically and you can then send it to others.     

Summary 

Multiple reports which are now available with Worklogs – Time Tracking and Time Reports will help you track your time even more effectively. You can save filters in different configurations which will give you insight into a lot of valuable data time tracking provides you with. What’s more, you can load reports and switch between them effortlessly. When something changes, they can be edited or simply deleted if they’re not needed anymore. Now, equipped with multiple reports, you can be sure that nothing concerning time management will escape your notice.