Toggl News

New Toggl Tips: Reporting

Update: Use this link –  https://new.toggl.com to access Toggl New.

As we promised, we are going to release instructive blog posts about Toggl New to our users – all of this to make using Toggl New even more easier for you. It´s time to move forward from the track page and see how our Reporting has been improved.

1. Summary Report

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Filter – firstly, we have made using the Filter function much easier for you. All of the filters (except the filter for Billable/Non-Billable) have the same view, which makes picking the right items very easy for you. Also, if you have filtered your data by a certain project(s), then the filter for tasks gives you results specific only to the project(s).

Don´t forget that you have to click the ‘Filter’ button to activate changes you made to filters.

Export to PDF – not much to say, but it looks a lot more attractive and it´s a lot faster as well, and of course, you are still able to export your data into CSV and XLS as well.

Grouping and Sorting your data has also improved a lot. In Summary Report, you can group your data by Project/Client/User and you can also Subgroup it by Time Entry/Task/User. A lot more possibilities to view your data in different ways.

2. Detailed Report

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The Calendar Selection is very simple to use. Either select reporting timeframes by clicking on calendar dates or use quick selectors (This Year, This Month, This Week etc) on the bottom part of the popup.

Don´t forget to click the “Apply” button after you have made your selection. When you have picked the right time span, you can simply use Arrow Keys to move back or forward in your calendar and at the same time maintaining your filters.

Sorted By filter – in Detailed Report, your data can be sorted by many options – by Date/Time, Description, Duration and User. The result order can also be set by you – from A-z or from Z-a, in alphabetical order.

If you have any feedback or suggestions, then it´s all welcome to support@toggl.com

Best wishes from your Support Team!

By On October 14, 2013

  1. A few comments.

    1. The old version shows the name of the project and user when you select just one in the filter dropdown. The new version just says “Project” and puts a 1 on the field, which is not useful at all. You need to put somewhere what the report is actually showing if the filters don’t show it. e.g. “Showing time for everybody on “New website project” for this year”

    2. Like the new time bar graph. Much more useful.

    3. No select all for time entries?

    4. Would be nice to get some batch transform tools. Sometimes I need to bulk move time entries to another project. At least the old reports page had a way to change some parts for all selected (billable, etc).

  2. Glad to hear you second my suggestion Mark. I found the feedback form BTW and submitted them there as well. Hopefully they will get implemented. It would not only improve the accuracy, but reduce the amount of time I have to spend entering tasks by half, I’d estimate.

  3. I am with Jeremy on the problems of tracking all of my time. I just took another pass over the last two weeks and found some more discrepancies where the start time of a task did not match the end time of the previous task.

  4. While I’m at it, I’d mention one other function I’d love to see. I try to use the timer in realtime as much as possible but no matter how much I try, I find I still enter a lot of tasks manually. It would be great if there were an easy way to set the start time of a task to the end time of the last task (maybe a small button next to the start time field).

    Also, (and now I’m winging it) it would be great if there was some kind of inline warning when there is a gap of time (maybe more than a minute) that is unaccounted for. I’m trying to track all of my time and I find I spend a lot of time comparing start and end times of tasks to make sure I don’t leave any unaccounted for. I’m imagining some kind of small warning icon – when you click it, it could give you the option of entering a task for the unaccounted for period.

    Thanks for the otherwise great product. Sorry for using this space for feature requests!

    Jeremy

  5. It seems like there are more projects grouped under other in the pie graph that in the old version. I have a lot of projects running concurrently and I really like to be able to see as much detail here as possible. I understand that at a certain point it’s impossible to represent a tiny sliver accurately on a chart that size, but it seems like you are not grouping way more together. It might be nice if you could click to see a bigger version with more detail.

    Thanks,
    Jeremy

  6. Hi Grethel,

    Love the new layout. I just started using the new layout but I’m missing the “Task” filter in my summary page. I only see “User”, “Client”, “Project”, “Tags”, & “Description”.

    Can you let me know if I need to do something?

    Thanks,
    Tom