As you work through the reporting section of the Getting started guide, you'll discover some essential reports and learn how to configure them. To ensure easy access, bookmark any reports you want to keep for ongoing business performance tracking. This way, you'll save the hassle of setting up the data again. You can also use bookmarked reports to enrich your dashboards and have the most important business metrics at your fingertips whenever you open Scoro.
Create meaningful reports
Whether you're in a list or report view in Scoro, you can use different filters to view the data relevant to your needs and save the filtered view for easy access later. Let's look at adjusting the Detailed Work Report as an example!
Filter your views
As any other list or report view in Scoro, the Detailed Work Report includes default filters at the top menu. To expand your options, toggle over the Filter button. Here you'll find relevant options for each view.
In addition to static filtering values, such as tags or activity types, we recommend utilizing dynamic filters. For example, you could choose to view the data from the last 90 days under the date filter. If you then bookmark the view, whenever you open this report, it would showcase the relevant time period. We'll look at creating bookmarks a bit further in this article.
A similar dynamic option is available with the user filter. Instead of selecting specific people when exploring the detailed work report, you could select a group of users based on their team, for example. This means when someone joins the company, their data would be automatically included in the relevant reports.
Group the data
In addition to filtering, you can group the report data. For example, to explore what projects your team has spent their time on in the last couple of weeks, you can group the view by Projects and use Overview as the secondary grouping option. This way, you can see what dominated your team member's schedules.
Add data columns
In addition to what you already see in the view, you can add additional data columns. To continue with the current example, you could add the Labor cost and Selling price to this view, to see how valuable each project has been to your business in this time period.
Generate summary bar
Once you've created a report, you can summarize the key data and bring it to the top of the report by enabling the summary bar and selecting the values you want to view.
Bookmarking favorites as you go
If you create a report with data you'd like to track regularly, we recommend using the bookmarking feature. This way, all the filters, groupings, and columns are applied automatically, saving you time and effort in recreating the report again. You can find your bookmarks in each view and launch them with a click.
Let's look at saving relevant views as bookmarks in more detail. You'll find a menu item called Bookmarks at the top of every list and report in Scoro. Once you've set up a report and added all the relevant data to the view, click on the Bookmarks menu item and click + Save as a bookmark.
Give your bookmark a recognizable name, such as Resource distribution by projects.
- If you tick the checkbox Add to favourite bookmarks, you will later be able to access this report from the quick actions menu at the top.
- If you save the bookmark as Default view, every time you click on the Detailed Work Report, the Time usage by projects report will be displayed.
- If you tick the Is shared checkbox, your colleagues will see the particular view within their bookmarks list. Save the view once you've made a selection.
Set up your dashboards
You can explore Scoro's default dashboards by clicking on the title of your current dashboard on the top left-hand side. Take time to find the most relevant one for your position and set it as your default.
Although you may come across a dashboard that closely meets your needs, you may still want to include additional insights into this view from the reports you generate.
You can duplicate the existing dashboard and make changes in its new version, keeping the original data intact if you want to revert to it later. You can also create a new dashboard entirely from scratch.
To add a result metric, ratio metric, widget or chart to your view, click the +Add to dashboard button. Regardless of which option you select, you'll have three options:
- Browse bookmarks library menu item holds onto Scoro's default dashlets that we have created based on the most popular views our customers use. Choose anything from here and add to your dashboard.
- Choose from bookmarks refers to the data you save as bookmarks when you create your own custom reports. For example, we previously saved the Time usage by projects as a bookmark, and we can add a result metric from its summary bar to this view now. This is our recommended option how to add new dashlets. First, bookmark the view you want to add and then add it to the dashboard.
- You can also build something new from scratch by selecting the last option.
As you progress through the reporting section of Scoro, you can keep the dashboard tab open and add graphs, metrics, and widgets to it as you set up relevant reports. You can explore additional resources below for more information on creating your own dashboards. Otherwise, move ahead to the following article and start building your reports.