Work reports

Work report – summary

The summary report is based on the activities of employees. You'll have information about activities done for projects, contacts and shared resources with temporal summaries. It gives a great overview of how much work has been done.

You can find it under Reports > Work > Summary.

To create a report simply select the users and a time period. 

If you wish to see a more detailed report of one user, click on the name of the user. 
Likewise, clicking on the activity type, project or contact displays the work report with appropriate filters applied.

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. This allows you to analyze and evaluate your team's time usage in countless ways.

You can find the detailed work report under 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 displayed columns - generates an export file which includes only the data you have filtered out in your work report. All filtered 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.

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 spends on delivering certain activities, 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.

The Earned internally data column shows the earned revenue based on work done internally by your team. The sum is calculated based on this formula: Logged duration x selling price. The duration includes billable hours (if billable time is enabled on your site) or all logged hours for the filtered period.

You can sort the data by almost all data columns by clicking on their title. Click the title again to change the sorting order. 

The Date data column is available when you've set the primary or secondary grouping to List.

Bookmark or save the views you create, so you can access them any time with just a few clicks.

The detailed work report also includes activities (calendar events and time entries) for personal tasks within work projects, and calculates the labor cost for the time spent accordingly. Users without access to those personal tasks may see such activities as 'Private'.

The mini calendar in the detailed work report not only allows you to select any ready-made or custom period, but also makes it possible to compare the results of the selected period to the ones from another period. To do so, group the list by projects (for example), then select Overview under the second grouping option.

Then click on the date filter and pick a suitable period. Tick the option Compare and select the period to compare the results to.

This option is a great way to see how your business is doing period by period.

For example, here are the current year's results compared to the previous year.