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Shared Reports

Customize and share your reports online, in a few clicks.

Carla avatar
Written by Carla
Updated over a week ago

All your Scheduled and Online reports will be listed in the Shared Reports section. From this section, generate a link to share your TrackingTime reports with your colleagues. Adjust the report's layout to create beautiful and colorful designs!

Create an Online report

Roles: All roles | Paid Feature

In the Timesheets, Project Reports and Dashboard reports you’ll find an Export button.

How to create an Online Report:

  1. Click on Export after you finish creating your report.

  2. Locate Online Report on the list.

  3. Choose the format: Static or Live report.

  4. Give it a title and a description.

  5. Optional: On live, mark the box if you'd like to allow your coworkers to modify the date range once the report is exported.

  6. Click on Export.

💡 Enable Live mode if you'd like your report to update automatically once there's new data, even after it was exported.

📝 Your online reports will be saved and shown in the Shared Reports section.

Create a shareable link

On the report line, under share link, you will find the automatically generated link that you can copy and send to your colleagues outside of TrackingTime.

Cancel your scheduled reports

If you need to stop receiving a scheduled report in your email, follow these steps:

How to delete a scheduled report:

  1. Go to Reports>Shared Reports.

  2. Mark the checkbox of the report you'd like to stop receiving

  3. Click on the bin icon located on the blue menu at the bottom of the screen.

Customize the layouts before sharing

You can share the default layout, or you can create yours. Find out below how you can improve your reports using TrackingTime.

Title and description

  • Pick color & pattern: optionally add colorful patterns to your title layout. You can also choose to display or hide your account logo.

  • Title: we’ll give the title a generic name by default but you can also modify it here.

  • Description: if needed, include a summary or more details about the report.

Report content

The report blocks can be customized by adding headings and paragraphs, rearranging their order and even removing them.

  • Add blocks to include headings and brief summaries of the time data and graphs contained in the report, or remove them at your earliest convenience.

  • Rearrange the blocks' order to put the important information, at the top. Click on the Drag icon and drop it wherever you'd like to insert the block.

Settings and permissions

Save your layout, edit permissions and see who has viewed your report.

  • When you finish up customizing the layout, make sure to save your changes in the settings at the top, or cancel if you want to discard them.

  • Visualize your report's creation and edition dates and the total views.

  • Decide whether to export into a public URL for sharing or keep it private.

💡Give permission to your account teammates to view and edit the document for collaboration.

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