There are three different types of reports you can use in Worksnaps: Quick Report, Saved Report and Static Report. Here we explain what they are and how to use them.
Quick Report is a quick way for you to see how much time your users have logged in your projects. All you need to do is to go to Quick Report page and the report will be displayed. You can adjusted some parameters as you want, for example, time frame (day, week, two weeks, semi-month, month, or customized time frame), which projects and users to include in the report, timezone used for generating the report, whether to include rate and amount in the report, whether to include offline time in the report, task filter, and grouping. You can scroll back and forth to a any previous periods easily. Quick Report is very convenient if you simply want to have a glance on the reported time.
Sometimes you want to save a reporting query so that you can use it again later. For example, you want to see the time logged by a set of users in all your projects for the current week, sorted by date first then by user. Although you can use Quick Report to achieve it, it will be handy if you have this query saved so that you can use it in one click. Therefore, you can go to Saved Report tab, select the report criteria the same way as you do in Quick Report, then save it by assigning a name to it. After that, you can run the report again and again with one click.
Currently, our Quick Report and Saved Report are both dynamic in nature. That is, these reports are saved as queries and the data will be dynamically queried when the report is run. For example, I run a report “how much time have my users logged today?”. Depending on when you run the report, the result could be different because your users might still be logging time and some users might edit or delete their time. These reports reflect the most up-to-date information, which is very useful.
However, there are times that you want to take a snapshot of the live result and use it as a static copy for the purpose of such as generating bill or letting others see exactly the same data. Here is when the new Static Report comes in handy. You can generate a Static Report by saving the result from a Quick Report or Saved Report. There is a Save as Static Report button when displaying Quick Report or Saved Report and you can use it to create a Static Report. Once a Static Report is generated, the report’s data will not be changed anymore.