This page allows Admins and Managers to manage their reports in one place. Only reports created by the user are displayed, along with key information for each report: name, content, recipients, report time zone, and delivery schedule.
The page supports searching reports by name, sorting by all columns, and managing reports – creating, editing, and deleting. Delivery schedules can be daily, weekly, or monthly, with a specified time. Details for content and recipients appear in tooltips when hovering, with a maximum of three recipients shown plus an indicator for additional recipients.
Each report includes options to view, edit, and delete. Deleting now includes a confirmation prompt, editing opens the first step of the workflow with pre-populated fields, and viewing is in read-only mode, from which users can switch to edit mode.
Create a report
To start creating your own report, please navigate to Settings → Email Reports and then click Add New Report in the upper right corner.
Reports are created through a three-step process: Setup, Delivery and Audience.
1. Setting Up Content for Reports
On the Setup page, you can define what data will be included in the report.
Start by entering a Name, to help you identify the report. Then, select the Content you want to include. Available content options include Utilization, Apps & Websites Usage, Time on Task, Attendance, and Time on Projects.
You can select content one by one, or use the Select all option to include all available content at once, but at least 1 has to be selected. Your selection determines which data sections will appear in the final report.
2.Delivery
The Delivery section controls when and how the report is sent and includes the following options:
A warning message that may appear if the selected setup could result in incomplete report data.
Report time zone, which determines how data is calculated.
Frequency, defining how often the report is sent.
Delivery time, specifying the exact time the report is delivered.
Delivery time zone, which determines when the report is sent to recipients.
A dynamic notification showing when the next report will be delivered, based on the selected delivery time and time zone.
A delivery time picker that follows the user’s personal preference for 12-hour or 24-hour time format.
Report Time Zone (organizational or employee) determines in which timezone they are seeing the data later in the reports itself. Only 1 can be picked per email report.
Default values for new reports:
report time zone = organizational time zone
frequency = Daily
delivery time = 8am
delivery time zone = local time zone of the user creating the report
3.Audience
The Audience section defines who the report includes and who receives it:
Report Scope, which determines the data covered in the report:
Whole organization
Specific team
Specific employee
Recipients, where you select who will receive the report.
Send a test email, allowing you to preview the report delivery.
All existing behaviors and limitations for these options remain unchanged.
Edit Email Report
On the right side of the report, click the three-dot menu to access additional options, including Edit, View, and Delete.
You will be able to update any of the settings you previously defined.
View My report
On the right side of the report, click the three-dot menu to access View of the Report.
Reports include .csv files for further analysis:
When are reports sent out?
Emails are sent out at midnight (user time zone) at the end of the period (day, week, month) selected in the report. Information about the user time zone is taken when the report is created/updated.
Time Zone Settings for Migrated Reports
When existing reports are migrated in the app, they automatically follow the time zone that was set for the user at the time of migration:
If the user uses the organization time zone, reports will display in that zone.
If the user uses the employee time zone, reports will display in that zone.
All other report settings remain unchanged. By default:
Report delivery time is 08:00.
Delivery time zone is the report creator’s local time zone; if this information is unavailable, the organization time zone is used.
After migration, users can change most report settings (except frequency), and these changes will only affect future reports – historical data remains unchanged.