The Detailed work report gives a complete overview of all the events in the calendar and all the tasks, that have been marked as done (or a time entry under a task marked as done) during the selected period.
Reports > Work > Detailed report
Everyone can see their own work report. In order to see reports of others, the administrator needs to grant the relevant permissions for user roles. Go to Settings > Administration > Roles & Permissions and select a role. Then tick the right to View work reports of other users under the Reports section.
There are two export options for the report:
- Full export - generates an export file which includes all data related to the selected calendar events, tasks, or time entries.
- Export visible fields - generates an export file which includes only the data you have filtered out in your work report. All visible data columns will be listed in the exact same order in the export file as you see them on your Scoro site.
The report can be saved into a CSV, XML, or PDF file. Just select all the activities you wish to add to the file, an additional bar will appear with the option to export or open as PDF. The PDF can be sent via email with a few simple clicks, just click Send. In order to save the report as a PDF, first, create a PDF template for the Detailed work report.
You can also link the selected actions with a project, assign an activity type or assign a company.
The report can be filtered by users, the statuses of events, tasks and time entries, time periods, projects, contacts, shared resources, and activity types, and grouped by various conditions, such as time, contacts, and projects. You can also use dual grouping, for example, first by users, then overview in order to see time spent by all employees. Read more on how to use different filters in Scoro.
You can also use the Compare to feature. First, pick any grouping option except for time (days, weeks, and months). From the second grouping filter, pick Overview. Now, when selecting a period, the comparing option will appear. This allows you to compare, for example, the sales results of a certain period from this year to the same period from the previous year.
Additionally, you can also distinguish work and personal activities.
Usage of the shared resource Conference call room by all the employees during this month.
- all users
- current month
- shared resource Conference call room
- grouped by users + grouped by overview
Don't forget to save filtered views (that you need to use often) as a default view or as bookmarks, so you can access them any time with just a few clicks.