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Save reports

Owned by Attila Bordás
Last updated: Dec 12, 2019 by Tibor Tasi
2 min read

On the Timetracker Reporting page, the user can save the queries created using the "Basic" toolbar to quickly generate regular reports.


Save report

  1. On the Reporting page with the selected "Basic" criteria, click Create Report to generate your report.
  2. Click the "Save" or "Save as" button and give your report a name and description (optional) on the dialog. (If there was no report loaded, the "Save" button behaves like the "Save as".)

(warning) Note, that the save is only possible after a generated query with the "Create Report" button.

Manage saved reports

You can view and manage all saved reports on the "Manage saved reports" page. You can open this interface by clicking on the "Saved reports" button on the Reporting page.

On the page there is a table with the following:

  • Report name: The name of the report. You can load the desired one by clicking on its name.
  • Report description: The description of the report.
  • Create date: The date of saving the report.
  • Actions:
    • Edit: You can edit the name and description of the saved report on the appearing dialog.
    • Delete: You can delete the saved report.

Load saved report

You can load a saved report. In this case, the name of the saved report will be displayed next to the "Save" button. 

  1. To quickly load a report, click on the arrow next to the "Saved reports" button and select the desired one from the list.
  2. You can load a saved report from the "Manage saved reports" page by clicking on its name.

Edit saved report

You can edit a saved report by changing the criterias and creating the report. In this case, the "Edited" tag will appear next to the report's name.

(warning) Note, that the save is only possible after a generated query. Simply changing the criteria doesn't count as a modification.

  1. Load the desired saved report.
  2. Edit and create the new report. The report name is labeled "Edited".
  3. Save the report with the "save" button or Save it as a new one with "Save as" option.

Reset filter

If you do not want to change a previously saved report, or you want to create a completely new one, use the "Reset Filter" button.