General Toggl News

Save Your Reports to Find & Share Them Easier

Do you hate having to pull the same report over and over? Well, you don’t have to – with Toggl Pro you can save any report for easy access later!

Oh and as an added bonus, you can share your saved reports with anyone.

What is a saved report?

Previously known as Bookmarked Reports, this handy feature saves you the time previously spent on filtering and grouping. Save it once, then pull it up easily, anytime. Here’s how it works:

If you’re using Toggl Pro:

You can save a report by clicking the save icon:

How to save a Toggl report for easier sharing

 

Once saved, you can quickly access a report by going to the “saved reports” page under your “Reports” tab.

But wait, there’s more!

If you save a report and set its visibility to “public”, you can share the report link even with people who don’t have a Toggl account.

This is great if you need to share a report with your clients, for example. Or, if you’d prefer, you can keep it completely private so not even your team members can access it.
Pro tip: You can give the viewers browsing rights by leaving the timeframe unlocked. If you decide to lock the timeframe, people with access to the report can only view your selected dates. It’s up to you.

If you’re using Toggl Business or Toggl Pro Plus:

With Pro Plus and Business plans you can go one step further and schedule saved reports straight to your email.

toggl-scheduling-report-to-email

Set it up, then forget it – we’ll send the reports to you or your selected team members when you need them.

Go ahead – try it out, start your 30-day free trial!

 

Missing any other features? Check our list of 5 useful Toggl features you’ve never heard about!

 

By On August 11, 2016

  1. It would be nice to have a separate tab for clients so it’s easy to find and a “CONTINUE” button next to each job. The hidden arrow for continuation is silly.

    • Hi Mia,
      Thanks for sharing your thoughts! We’re currently working on implementing an updated design in which the Clients tab will be easier to reach.

  2. I do like and use this feature a lot – but I have an additional feature request to this one: “hide billable sums”.

    In some projects it would be useful to share the hours to lower level managers / assistants, but rather not the billable amounts. Now I need to modify the PDF’s manually to remove sums…

    Minor thing, but you know. Every minute saved is a minute saved.

    Thanks!

    • Hi Tuomo,
      Thanks for sharing your feedback, I can see how this could be useful. I’ll pass this along to the rest of our team for discussion.

  3. Could you change the notifications so I don’t have to go read a blog post just to get the notifications alert to go away?