Detailed work report

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 to the user. Go to Settings > Administration > Permission sets and select a permission set. 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 include additional data columns to your view in the Detailed work report. To quickly see how much of your team’s time is efficiently utilized and how much time your team spend on delivering certain acitvities, use the % of total and % of utilization data columns.

• % of total shows the percentage of how much the time was spent on a particular activity compared to the total duration of all selected activities (depending on the filters);
• % of utilization shows the percentage of total utilization during a selected period for the selected users compared to the total availability of the team.

Bookmark or save views you create, so you can access them any time with just a few clicks. Want to find out more? Learn how to set up 5 time-based reports to drive time efficiency.