Reports

Build custom reports with time tracking, KPIs, and advanced metrics.

Welcome to Reports. This guide explains how to use the Reports page to analyze time, work patterns, and detailed breakdowns for the people you manage. It provides detailed insights into your team's activity and productivity, helping managers and team leads monitor time worked, activity quality, and engagement trends across different time periods.

By default, this page focuses on time tracking, but switching to Advanced Reports enables access to a wide range of performance, engagement, and productivity metrics.

👤 Who Can Access Reports

Managers, Admins, and Account Owners have access to Reports.

🖥️ Page Layout

Page Title: Displayed in the top-left corner of the card, with a blue document icon and the text "Reports".
- Location: Top-left of the main content card.
Date Range Picker: Found in the site header, top-right corner of the page.
- Location: Global header bar, far right.
Actions Bar: A row of icon buttons to the right of the page title.
- Location: Top-right of the Reports card header, same row as the title.
Filter Bar: A row of filter dropdowns and a search box below the card header.
- Location: Directly below the card header, above the table rows.
Data Table: The main table with user rows and day columns.
- Location: Below the filter bar, takes up the rest of the page.

📅 Date Range and Filters

Date Range Picker

Location: Global page header, top-right corner.
The selected date range persists across pages.
Single-day selection works by clicking the same date twice.
Default range is the last 30 days.

Filter Bar

Location: Inside the table area, directly above the table rows.

The filter bar contains the following controls (left to right):

Control	Type	Location	Description
Group by	Dropdown	First item in the filter bar	Groups table rows by a selected column. Options: None, Job title, Department, Projects (when enabled), Manager. When a grouping is active, the selected value appears in indigo text next to the button.
Status	Multi-select filter	After Group by	Filter users by status. Options are dynamically calculated from data (typically Active, Away). Appears only when the Status column has data.
Job title	Multi-select filter	After Status	Filter by job title. Options are loaded from your organization's job titles.
Department	Multi-select filter	After Job title	Filter by department. Options are loaded from your organization's departments.
Projects	Multi-select filter	After Department	Filter by project. Only appears when projects are enabled for your organization.
Manager	Multi-select filter	After Projects	Filter by manager. Allows selecting one or more managers to show only their direct reports.
Search by name	Text input	Far right of the filter bar	Search for users by name. Results are debounced (300ms delay) for performance.

Note: Filter options (Job title, Department, Projects) are loaded from your organization's data and may take a moment to appear.

Day Columns

The table shows one column per day in your selected date range.
Day columns appear after all summary columns.

DEFAULT REPORT VIEW (TIME REPORT)

When you first open the Reports page, it displays data centered around time worked for the selected period.

Key Features:

Aggregated Total and Workday Statistics: An overview of each user's work time.
Daily Breakdown: A view of each person's daily working patterns, with one cell per day.

🛠️ Actions Bar (Top-Right of Card Header)

Location: Top-right of the Reports card, on the same row as the "Reports" title.

A bar of icon buttons provides several key actions. The buttons appear in the following order (left to right):

Button	Icon	Tooltip	Location	Description
Expand/Collapse All	Double chevrons (up/down)	"Expand all rows" / "Collapse all rows"	First button (only visible when expandable rows exist)	Toggles all expandable rows at once. Icon changes based on current state.
Report Snapshots	Clipboard list	"Save and load report snapshots"	After Expand/Collapse	Opens the Snapshot Drawer to save, load, or delete report configurations.
Email Reports	Mailbox	"Schedule and adjust email reports"	After Snapshots	Opens the Email Report Drawer to schedule recurring email reports.
Highlighting	Paint bucket / Circle-slash	"Enable/Disable cell highlighting..."	After Email Reports	Toggles cell color highlighting on/off. The tooltip explains the color meanings.
Advanced Reports	Bar chart	"Generate advanced reports"	After Highlighting	Opens the Advanced Reports Drawer. Shows a small red dot indicator when advanced report selections are active.
Download	Download arrow	"Download report"	After Advanced Reports	Opens a dropdown with two export options (see Export section).
View Options	Four columns	"Select columns"	Last button	Opens a popover to show/hide and reorder columns.

📊 Table Layout and Columns

You can customize which columns appear using the View Options button (four-column icon, rightmost button in the actions bar).

Available Columns

Column	Default Visibility	Sortable	Filterable	Description
Name	Visible	Yes	No	The user's name with avatar (or initials). Includes an expand/collapse arrow for rows with child data. User names link to `/employee/{userId}`. Tool rows show the tool's logo.
Status	Hidden	Yes	Yes	A colored badge showing Active, Away, or Removed. Tooltips: Active = "Active less than 15 minutes ago"; Away = shows last active time; Removed = "User removed".
Job title	Hidden	Yes	Yes	The employee's job role.
Department	Hidden	Yes	Yes	The department affiliation.
Projects	Hidden	Yes	Yes	Lists projects the employee is part of. Only available when projects are enabled.
Manager	Hidden	Yes	Yes	The assigned manager.
Full days	Hidden	Yes	No	Count of days where the employee worked at least the expected time.
Short days	Hidden	Yes	No	Count of days where the employee worked some time but less than expected.
Absent days	Hidden	Yes	No	Count of days the user was expected to work but did not.
Total	Visible	Yes	No	Total worked time for the period. In advanced mode, may represent other totals.
Average	Shown when Advanced Reports active	Yes	No	The per-row average. Automatically appears when Advanced Reports selections are applied.
Idle	Hidden	Yes	No	Total idle time for the period.
Added	Hidden	Yes	No	Total time added manually for the period.
Workday	Visible	Yes	No	Average time worked on active (non-weekend) days.
Average idle	Hidden	Yes	No	Average idle time per workday.
Average added	Hidden	Yes	No	Average manually added time per workday.
Day columns	Always visible	Yes	No	One column per day in the selected date range. Cannot be hidden via View Options.

View Options Popover

Location: Opens from the four-column icon button (rightmost in the actions bar).
Checkboxes to show/hide each column.
Drag-and-drop handles to reorder columns.
Day columns are excluded from the list (they are always visible).
Column visibility preferences are persisted per user in local storage.

Daily Time Columns

After the summary columns, you will see day-specific cells:

These show one column per day in your date range.
Each cell shows worked time (or other metric values in advanced mode).
If available, the cell also shows Idle: and Added: time on new lines within the same cell (only when those values are greater than 0).

🎨 Cell Highlighting (Color Indicators)

Location: Toggle via the paint bucket icon button in the actions bar (top-right of the card header).

Each daily time cell may be color-coded to visualize work performance. This can be toggled on or off via the Highlighting button.

Color	Meaning
🟩 Green	User worked at least the expected amount of time that day.
🟨 Yellow	User worked some time but less than expected.
🟥 Red	User didn't work at all though work was expected.
⬜ Gray	Unknown or insufficient data to determine.
⚪ No color	Weekend or non-working day.

The highlighting tooltip explains these meanings when you hover over the button.

🔬 Advanced Reports

Location: Opened via the bar chart icon button in the actions bar (top-right of the card header). A small red dot appears on the button when selections are active.

Use the Advanced Reports button to open a side drawer where you can select specific data categories and metrics to include in the report.

After clicking Apply Selection, a progress bar appears while the report is generated. The Average column also appears automatically in this mode. User rows gain expand arrows to reveal the selected detail rows.

The drawer has three footer buttons:

Reset — Clears all selections (only visible when selections exist).
Discard — Resets selections and closes the drawer, reverting to the default time report.
Apply Selection — Applies the current selections and generates the report.

Data Categories & Metrics

1. KPIs (collapsible section)

Overall rating
Availability
Activity
Engagement
Productivity
Contribution

2. Time (collapsible section)

Day start
Day end
Work sessions (can include detail rows with time ranges)
Idle sessions (can include detail rows)
Added sessions (can include detail rows)

3. Tool Importance (collapsible section)

Time in tools based on their importance (parent checkbox — selects/deselects all children):
- Work tools time (primary & secondary combined)
- Primary tools time
- Secondary tools time
- Distracting tools time
- Neutral tools time
Activity in tools based on their importance (parent checkbox):
- Work tools activity
- Primary tools activity
- Secondary tools activity
- Distracting tools activity
- Neutral tools activity

4. Tool Engagement (collapsible section)

Time in tools based on their engagement (parent checkbox):
- High engagement time
- Medium engagement time
- Low engagement time
Activity in tools based on their engagement (parent checkbox):
- High engagement activity
- Medium engagement activity
- Low engagement activity

5. Tool Categories (collapsible section)

Time in tools based on their category
Activity in tools based on their category

Parent-child checkbox behavior: Checking a parent checkbox selects all its children. Unchecking a parent deselects all children. Checking any child auto-selects the parent. When some children are selected, the parent shows an indeterminate state.

➕ Expanded Rows

Location: Click the expand arrow (▶) on any user row in the table to reveal detail rows. The Expand/Collapse All button is the first icon in the actions bar (visible only when expandable rows exist).

After generating an advanced report, each user row gains an expand arrow to reveal the selected details.

You can expand a user, then expand a selected detail (e.g., Work sessions → individual sessions, or a tool importance category → individual tools).
Tool rows show the tool's logo icon instead of a user avatar.
Clicking a tool name in an expanded row opens the Tool Chronicle Dialog, which shows detailed usage information for that tool.
Use the Expand/Collapse All button to manage all rows simultaneously.
When advanced report selections are first applied, user rows with detail data are auto-expanded.

📂 Projects

When projects are enabled for your organization, a Projects column is available in the table (hidden by default, can be shown via View Options).
The Projects filter and Group by → Projects option appear in the filter bar.
Some users may show project detail rows that summarize time per project within the selected date range.

📤 Export (Download)

Location: Click the download arrow icon button in the actions bar (second to last button). A dropdown appears with two options.

Option	Format	Description
Download CSV (no colors)	`.csv`	Exports the report data as a CSV file without color formatting.
Download Excel (with colors)	`.xlsx`	Exports the report data as an Excel file with cell highlighting colors preserved.

Export details:

Scope: Exports include all visible columns and reflect your current filters and grouping.
It includes all rows from the current dataset, including detail rows even if they are collapsed in the UI.
Day cells: Include main time, plus Idle: and Added: on new lines when present.
Metadata: Exports include metadata such as company name, date range, active filters, and selected metrics.

✉️ Email Reports

Location: Opened via the mailbox icon button in the actions bar (third button from the left).

Opens the Email report settings drawer where you can schedule recurring email reports.

Drawer Layout

Description text at the top explains what the email will contain:

"This email report will be generated for all the users you manage. It will include a KPI summary across all users, and for each individual user, it will display total time, workday, and the first three metrics you select. Additional data will be available in the full report, which can be accessed via the link in the email."
Email frequency — Select one or more:
- Daily
- Weekly
- Monthly
Report content — Select what to include in the report. The same categories and metrics are available as in Advanced Reports:
- KPIs: Overall rating, Availability, Activity, Engagement, Productivity, Contribution
- Time: Day start, Day end, Work sessions, Idle sessions, Added sessions
- Tool Importance: Time in tools by importance (with children), Activity in tools by importance (with children)
- Tool Engagement: Time in tools by engagement (with children), Activity in tools by engagement (with children)
- Tool Categories: Time in tools by category, Activity in tools by category
Footer buttons:
- Reset — Clears all frequency and content selections (visible only when selections exist).
- Cancel — Closes the drawer without saving.
- Save — Saves the email report settings.

Email Content Rules

All email reports automatically include all KPIs, time, and workday data.
Only the first three data selections you chose appear in the email body.
The remaining details are available via a "See Full Report" link in the email to the full report on the site.
Reports are sent to yourself only.

📸 Report Snapshots

Location: Opened via the clipboard list icon button in the actions bar (second button from the left).

Opens the Report snapshots drawer where you can save, load, update, and delete report configurations.

Drawer Layout

"Previously saved reports" heading followed by a list of saved snapshots.
Each saved snapshot card shows:
- Date range (e.g., "01 Jan 2026 - 31 Jan 2026")
- What: The selected metrics (shows first 3, with "+ N more" for additional items and a tooltip showing all)
- Who: Applied filters — departments, projects, user names, status values, and group-by setting. Shows "All users" when no filters are applied. Shows first 3 with tooltip for more.
- Load button (blue reload icon) — Loads the snapshot's configuration.
- Delete button (red trash icon) — Opens a confirmation dialog to delete the snapshot.
Save/Update button at the bottom:
- If no snapshot is loaded: "Save the current report as a snapshot"
- If a snapshot is currently loaded: "Update the current snapshot"

What Snapshots Save

Selected date range
Chosen advanced report metrics (report items)
Group-by setting
Filters: users, departments, projects, managers
Status filter
The snapshot name is auto-generated from the date range (e.g., "Report 01 Jan 2026 - 31 Jan 2026").

Delete Confirmation

Clicking the delete button shows a confirmation dialog: "Are you sure you want to delete this report snapshot? This action cannot be undone."
Options: Cancel or Delete.

Note: Snapshots are saved on the server for your account and are not shareable with other users.

🔗 URL Parameters

The Reports page supports URL parameters for linking to specific report configurations:

Parameter	Description	Example
`groupBy`	Sets the grouping. Values: `NONE`, `DEPARTMENT`, `JOB_TITLE`, `PROJECTS`, `MANAGER`	`?groupBy=DEPARTMENT`
`reportItems`	Comma-separated list of report metrics to pre-select	`?reportItems=OVERALL_RATING,AVAILABILITY,ACTIVITY`
`startDate`	Start of date range (handled by global date context)	`?startDate=2026-01-01`
`endDate`	End of date range (handled by global date context)	`?endDate=2026-01-31`

These parameters are applied once on page load and allow sharing specific report views via URL.

🔍 Tool Chronicle Dialog

Location: Opens when you click a tool name in an expanded row (e.g., clicking "VS Code" in a tool importance detail row).

Shows detailed chronicle information for the selected tool, including usage history and patterns.

⌨️ Idle Time Behavior

Idle time settings affect how totals are calculated.
Saved Idle Time: Included in total time, but noted as "idle."
Discarded Idle Time: Excluded from total work hours.
This setting is controlled in the Desktop Agent or Background Agent configuration.

📊 Sorting

Location: Click any sortable column header in the table.

All summary columns are sortable via server-side sorting. Click a column header to sort ascending, click again for descending.

Sortable columns include: Name, Status, Job title, Department, Manager, Full days, Short days, Absent days, Total, Average, Idle, Added, Workday, Average idle, Average added, and all day columns.

Day columns sort by the specific date's value when clicked.

📈 Progress Bar

Location: Appears below the card header, above the filter bar, during data loading.

When the report data is loading (especially for advanced reports or large date ranges), a progress bar appears with the message "This may take a few minutes...". The progress bar shows simulated progressive loading and disappears once data is fully loaded and rendered.

💡 Troubleshooting

Issue	Solution
Report generation is slow	Advanced mode loads all rows without pagination. For large datasets or wide date ranges, allow more time. The progress bar indicates loading status.
Projects column/filter not visible	Projects are not enabled for your organization. Contact your admin.
I don't see detail rows	Ensure you've selected items in Advanced Reports and click the expand arrow on a user row.
CSV/Excel looks different from the UI	Day cells put `Idle:` and `Added:` on new lines; that's expected in the export. Excel export preserves highlight colors; CSV does not.
My column preferences aren't saved	Column visibility is saved in localStorage. Allow cookies/local storage and avoid private browsing.
Filters not applying	Filters are server-side and may take a moment to refresh. Ensure you've selected values in the filter dropdowns.
Manager filter not showing	The Manager filter is available to all users but the "Group by Manager" option requires admin privileges.
Table shows "No data available"	Check that your date range includes days where tracked users had activity. Try widening the date range.
Red dot on Advanced Reports button	This indicates you have active advanced report selections applied. Click the button to view or discard them.

Reports

Build custom reports with time tracking, KPIs, and advanced metrics.

By default, this page focuses on time tracking, but switching to Advanced Reports enables access to a wide range of performance, engagement, and productivity metrics.

👤 Who Can Access Reports

Managers, Admins, and Account Owners have access to Reports.

🖥️ Page Layout

Page Title: Displayed in the top-left corner of the card, with a blue document icon and the text "Reports".
- Location: Top-left of the main content card.
Date Range Picker: Found in the site header, top-right corner of the page.
- Location: Global header bar, far right.
Actions Bar: A row of icon buttons to the right of the page title.
- Location: Top-right of the Reports card header, same row as the title.
Filter Bar: A row of filter dropdowns and a search box below the card header.
- Location: Directly below the card header, above the table rows.
Data Table: The main table with user rows and day columns.
- Location: Below the filter bar, takes up the rest of the page.

📅 Date Range and Filters

Date Range Picker

Location: Global page header, top-right corner.
The selected date range persists across pages.
Single-day selection works by clicking the same date twice.
Default range is the last 30 days.

Filter Bar

Location: Inside the table area, directly above the table rows.

The filter bar contains the following controls (left to right):

Control	Type	Location	Description
Group by	Dropdown	First item in the filter bar	Groups table rows by a selected column. Options: None, Job title, Department, Projects (when enabled), Manager. When a grouping is active, the selected value appears in indigo text next to the button.
Status	Multi-select filter	After Group by	Filter users by status. Options are dynamically calculated from data (typically Active, Away). Appears only when the Status column has data.
Job title	Multi-select filter	After Status	Filter by job title. Options are loaded from your organization's job titles.
Department	Multi-select filter	After Job title	Filter by department. Options are loaded from your organization's departments.
Projects	Multi-select filter	After Department	Filter by project. Only appears when projects are enabled for your organization.
Manager	Multi-select filter	After Projects	Filter by manager. Allows selecting one or more managers to show only their direct reports.
Search by name	Text input	Far right of the filter bar	Search for users by name. Results are debounced (300ms delay) for performance.

Note: Filter options (Job title, Department, Projects) are loaded from your organization's data and may take a moment to appear.

Day Columns

The table shows one column per day in your selected date range.
Day columns appear after all summary columns.

DEFAULT REPORT VIEW (TIME REPORT)

When you first open the Reports page, it displays data centered around time worked for the selected period.

Key Features:

Aggregated Total and Workday Statistics: An overview of each user's work time.
Daily Breakdown: A view of each person's daily working patterns, with one cell per day.

🛠️ Actions Bar (Top-Right of Card Header)

Location: Top-right of the Reports card, on the same row as the "Reports" title.

A bar of icon buttons provides several key actions. The buttons appear in the following order (left to right):

Button	Icon	Tooltip	Location	Description
Expand/Collapse All	Double chevrons (up/down)	"Expand all rows" / "Collapse all rows"	First button (only visible when expandable rows exist)	Toggles all expandable rows at once. Icon changes based on current state.
Report Snapshots	Clipboard list	"Save and load report snapshots"	After Expand/Collapse	Opens the Snapshot Drawer to save, load, or delete report configurations.
Email Reports	Mailbox	"Schedule and adjust email reports"	After Snapshots	Opens the Email Report Drawer to schedule recurring email reports.
Highlighting	Paint bucket / Circle-slash	"Enable/Disable cell highlighting..."	After Email Reports	Toggles cell color highlighting on/off. The tooltip explains the color meanings.
Advanced Reports	Bar chart	"Generate advanced reports"	After Highlighting	Opens the Advanced Reports Drawer. Shows a small red dot indicator when advanced report selections are active.
Download	Download arrow	"Download report"	After Advanced Reports	Opens a dropdown with two export options (see Export section).
View Options	Four columns	"Select columns"	Last button	Opens a popover to show/hide and reorder columns.

📊 Table Layout and Columns

You can customize which columns appear using the View Options button (four-column icon, rightmost button in the actions bar).

Available Columns

Column	Default Visibility	Sortable	Filterable	Description
Name	Visible	Yes	No	The user's name with avatar (or initials). Includes an expand/collapse arrow for rows with child data. User names link to `/employee/{userId}`. Tool rows show the tool's logo.
Status	Hidden	Yes	Yes	A colored badge showing Active, Away, or Removed. Tooltips: Active = "Active less than 15 minutes ago"; Away = shows last active time; Removed = "User removed".
Job title	Hidden	Yes	Yes	The employee's job role.
Department	Hidden	Yes	Yes	The department affiliation.
Projects	Hidden	Yes	Yes	Lists projects the employee is part of. Only available when projects are enabled.
Manager	Hidden	Yes	Yes	The assigned manager.
Full days	Hidden	Yes	No	Count of days where the employee worked at least the expected time.
Short days	Hidden	Yes	No	Count of days where the employee worked some time but less than expected.
Absent days	Hidden	Yes	No	Count of days the user was expected to work but did not.
Total	Visible	Yes	No	Total worked time for the period. In advanced mode, may represent other totals.
Average	Shown when Advanced Reports active	Yes	No	The per-row average. Automatically appears when Advanced Reports selections are applied.
Idle	Hidden	Yes	No	Total idle time for the period.
Added	Hidden	Yes	No	Total time added manually for the period.
Workday	Visible	Yes	No	Average time worked on active (non-weekend) days.
Average idle	Hidden	Yes	No	Average idle time per workday.
Average added	Hidden	Yes	No	Average manually added time per workday.
Day columns	Always visible	Yes	No	One column per day in the selected date range. Cannot be hidden via View Options.

View Options Popover

Location: Opens from the four-column icon button (rightmost in the actions bar).
Checkboxes to show/hide each column.
Drag-and-drop handles to reorder columns.
Day columns are excluded from the list (they are always visible).
Column visibility preferences are persisted per user in local storage.

Daily Time Columns

After the summary columns, you will see day-specific cells:

These show one column per day in your date range.
Each cell shows worked time (or other metric values in advanced mode).
If available, the cell also shows Idle: and Added: time on new lines within the same cell (only when those values are greater than 0).

🎨 Cell Highlighting (Color Indicators)

Location: Toggle via the paint bucket icon button in the actions bar (top-right of the card header).

Each daily time cell may be color-coded to visualize work performance. This can be toggled on or off via the Highlighting button.

Color	Meaning
🟩 Green	User worked at least the expected amount of time that day.
🟨 Yellow	User worked some time but less than expected.
🟥 Red	User didn't work at all though work was expected.
⬜ Gray	Unknown or insufficient data to determine.
⚪ No color	Weekend or non-working day.

The highlighting tooltip explains these meanings when you hover over the button.

🔬 Advanced Reports

Location: Opened via the bar chart icon button in the actions bar (top-right of the card header). A small red dot appears on the button when selections are active.

Use the Advanced Reports button to open a side drawer where you can select specific data categories and metrics to include in the report.

The drawer has three footer buttons:

Reset — Clears all selections (only visible when selections exist).
Discard — Resets selections and closes the drawer, reverting to the default time report.
Apply Selection — Applies the current selections and generates the report.

Data Categories & Metrics

1. KPIs (collapsible section)

Overall rating
Availability
Activity
Engagement
Productivity
Contribution

2. Time (collapsible section)

Day start
Day end
Work sessions (can include detail rows with time ranges)
Idle sessions (can include detail rows)
Added sessions (can include detail rows)

3. Tool Importance (collapsible section)

Time in tools based on their importance (parent checkbox — selects/deselects all children):
- Work tools time (primary & secondary combined)
- Primary tools time
- Secondary tools time
- Distracting tools time
- Neutral tools time
Activity in tools based on their importance (parent checkbox):
- Work tools activity
- Primary tools activity
- Secondary tools activity
- Distracting tools activity
- Neutral tools activity

4. Tool Engagement (collapsible section)

Time in tools based on their engagement (parent checkbox):
- High engagement time
- Medium engagement time
- Low engagement time
Activity in tools based on their engagement (parent checkbox):
- High engagement activity
- Medium engagement activity
- Low engagement activity

5. Tool Categories (collapsible section)

Time in tools based on their category
Activity in tools based on their category

Parent-child checkbox behavior: Checking a parent checkbox selects all its children. Unchecking a parent deselects all children. Checking any child auto-selects the parent. When some children are selected, the parent shows an indeterminate state.

➕ Expanded Rows

Location: Click the expand arrow (▶) on any user row in the table to reveal detail rows. The Expand/Collapse All button is the first icon in the actions bar (visible only when expandable rows exist).

After generating an advanced report, each user row gains an expand arrow to reveal the selected details.

You can expand a user, then expand a selected detail (e.g., Work sessions → individual sessions, or a tool importance category → individual tools).
Tool rows show the tool's logo icon instead of a user avatar.
Clicking a tool name in an expanded row opens the Tool Chronicle Dialog, which shows detailed usage information for that tool.
Use the Expand/Collapse All button to manage all rows simultaneously.
When advanced report selections are first applied, user rows with detail data are auto-expanded.

📂 Projects

When projects are enabled for your organization, a Projects column is available in the table (hidden by default, can be shown via View Options).
The Projects filter and Group by → Projects option appear in the filter bar.
Some users may show project detail rows that summarize time per project within the selected date range.

📤 Export (Download)

Location: Click the download arrow icon button in the actions bar (second to last button). A dropdown appears with two options.

Option	Format	Description
Download CSV (no colors)	`.csv`	Exports the report data as a CSV file without color formatting.
Download Excel (with colors)	`.xlsx`	Exports the report data as an Excel file with cell highlighting colors preserved.

Export details:

Scope: Exports include all visible columns and reflect your current filters and grouping.
It includes all rows from the current dataset, including detail rows even if they are collapsed in the UI.
Day cells: Include main time, plus Idle: and Added: on new lines when present.
Metadata: Exports include metadata such as company name, date range, active filters, and selected metrics.

✉️ Email Reports

Location: Opened via the mailbox icon button in the actions bar (third button from the left).

Opens the Email report settings drawer where you can schedule recurring email reports.

Drawer Layout

Description text at the top explains what the email will contain:

"This email report will be generated for all the users you manage. It will include a KPI summary across all users, and for each individual user, it will display total time, workday, and the first three metrics you select. Additional data will be available in the full report, which can be accessed via the link in the email."
Email frequency — Select one or more:
- Daily
- Weekly
- Monthly
Report content — Select what to include in the report. The same categories and metrics are available as in Advanced Reports:
- KPIs: Overall rating, Availability, Activity, Engagement, Productivity, Contribution
- Time: Day start, Day end, Work sessions, Idle sessions, Added sessions
- Tool Importance: Time in tools by importance (with children), Activity in tools by importance (with children)
- Tool Engagement: Time in tools by engagement (with children), Activity in tools by engagement (with children)
- Tool Categories: Time in tools by category, Activity in tools by category
Footer buttons:
- Reset — Clears all frequency and content selections (visible only when selections exist).
- Cancel — Closes the drawer without saving.
- Save — Saves the email report settings.

Email Content Rules

All email reports automatically include all KPIs, time, and workday data.
Only the first three data selections you chose appear in the email body.
The remaining details are available via a "See Full Report" link in the email to the full report on the site.
Reports are sent to yourself only.

📸 Report Snapshots

Location: Opened via the clipboard list icon button in the actions bar (second button from the left).

Opens the Report snapshots drawer where you can save, load, update, and delete report configurations.

Drawer Layout

"Previously saved reports" heading followed by a list of saved snapshots.
Each saved snapshot card shows:
- Date range (e.g., "01 Jan 2026 - 31 Jan 2026")
- What: The selected metrics (shows first 3, with "+ N more" for additional items and a tooltip showing all)
- Who: Applied filters — departments, projects, user names, status values, and group-by setting. Shows "All users" when no filters are applied. Shows first 3 with tooltip for more.
- Load button (blue reload icon) — Loads the snapshot's configuration.
- Delete button (red trash icon) — Opens a confirmation dialog to delete the snapshot.
Save/Update button at the bottom:
- If no snapshot is loaded: "Save the current report as a snapshot"
- If a snapshot is currently loaded: "Update the current snapshot"

What Snapshots Save

Selected date range
Chosen advanced report metrics (report items)
Group-by setting
Filters: users, departments, projects, managers
Status filter
The snapshot name is auto-generated from the date range (e.g., "Report 01 Jan 2026 - 31 Jan 2026").

Delete Confirmation

Clicking the delete button shows a confirmation dialog: "Are you sure you want to delete this report snapshot? This action cannot be undone."
Options: Cancel or Delete.

Note: Snapshots are saved on the server for your account and are not shareable with other users.

🔗 URL Parameters

The Reports page supports URL parameters for linking to specific report configurations:

Parameter	Description	Example
`groupBy`	Sets the grouping. Values: `NONE`, `DEPARTMENT`, `JOB_TITLE`, `PROJECTS`, `MANAGER`	`?groupBy=DEPARTMENT`
`reportItems`	Comma-separated list of report metrics to pre-select	`?reportItems=OVERALL_RATING,AVAILABILITY,ACTIVITY`
`startDate`	Start of date range (handled by global date context)	`?startDate=2026-01-01`
`endDate`	End of date range (handled by global date context)	`?endDate=2026-01-31`

These parameters are applied once on page load and allow sharing specific report views via URL.

🔍 Tool Chronicle Dialog

Location: Opens when you click a tool name in an expanded row (e.g., clicking "VS Code" in a tool importance detail row).

Shows detailed chronicle information for the selected tool, including usage history and patterns.

⌨️ Idle Time Behavior

Idle time settings affect how totals are calculated.
Saved Idle Time: Included in total time, but noted as "idle."
Discarded Idle Time: Excluded from total work hours.
This setting is controlled in the Desktop Agent or Background Agent configuration.

📊 Sorting

Location: Click any sortable column header in the table.

All summary columns are sortable via server-side sorting. Click a column header to sort ascending, click again for descending.

Sortable columns include: Name, Status, Job title, Department, Manager, Full days, Short days, Absent days, Total, Average, Idle, Added, Workday, Average idle, Average added, and all day columns.

Day columns sort by the specific date's value when clicked.

📈 Progress Bar

Location: Appears below the card header, above the filter bar, during data loading.

💡 Troubleshooting

Issue	Solution
Report generation is slow	Advanced mode loads all rows without pagination. For large datasets or wide date ranges, allow more time. The progress bar indicates loading status.
Projects column/filter not visible	Projects are not enabled for your organization. Contact your admin.
I don't see detail rows	Ensure you've selected items in Advanced Reports and click the expand arrow on a user row.
CSV/Excel looks different from the UI	Day cells put `Idle:` and `Added:` on new lines; that's expected in the export. Excel export preserves highlight colors; CSV does not.
My column preferences aren't saved	Column visibility is saved in localStorage. Allow cookies/local storage and avoid private browsing.
Filters not applying	Filters are server-side and may take a moment to refresh. Ensure you've selected values in the filter dropdowns.
Manager filter not showing	The Manager filter is available to all users but the "Group by Manager" option requires admin privileges.
Table shows "No data available"	Check that your date range includes days where tracked users had activity. Try widening the date range.
Red dot on Advanced Reports button	This indicates you have active advanced report selections applied. Click the button to view or discard them.