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Table of Contents

Reports Overview

Susan Swier Updated by Susan Swier

Reports module is only available for the Business plan and above. Please upgrade or subscribe to the Business or Enterprise Plan if you wish to use this feature.

This module provides more insights into your workforce's performance on the platform and helps businesses to make informed decisions based on information gathered through the platform.

Data shown in the reports are according to the Workspace’s Timezone settings so ensure that you have set your preferred timezone.

Getting Here

This module is accessible by Owners and Managers only.

This module can be accessed from the side navigation menu under the menu item, Reports.

Reports module

Report Tabs

In this module, there are 9 reporting tabs. Each tab consists of metrics, charts and listings related to the entity. The tabs are as follows:

Report Filters

Report Filters

Each tab has its own set of report filters that enable you to perform in-depth analysis or create insightful information from the reports.

Some filters are only applicable to certain overviews in the report tabs. In this case, those overviews will be empty and indicated as not applicable.

The filters applied are retained on the user level and not affected by changes made by other users so that you can pick up from where you left off.

Report Features

Group By

For charts that contain multiple breakdown options, you can click the Group By drop-down list to view the options available.

Group By

Download Charts

Click the 3 dots icon next to the chart to download the selected chart. There are 3 options available: SVG, PNG and CSV.

Download Charts

Export Data to CSV and Customize Columns

Click the 3 dots icon next to a list of data to export the list to a CSV file. You may also choose to display or hide columns to view only details that are relevant to you. Your selections will not affect the viewing of other users.

Export Data to CSV

Percentage of Difference

On the right side of the metrics shown in some of the charts, you can see a percentage of difference. The value is compared to the same period prior to the selected period. If the selected period is the last 7 days (e.g. 17 Mar - 23 Mar), the percentage of difference is compared to the 7 days prior to the last 7 days (e.g. 10 Mar - 16 Mar).

Percentage of Difference

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