Introducing Our New Summary Report

Today, a new Summary Report page debuts on the web app. It features visual and speed enhancements based on user feedback. The gradual rollout will affect only a few thousand users at a time. We’ll get to you eventually, so sit tight!

The purpose of the Summary Report remains the same: an analysis page that lets you see how you’ve worked over a specific period by grouping your tracked time in different ways.

Let’s pretend I lead a game development company called Boggl. Aside from satisfying my delusions of grandeur, the fantasy will help me show you how to take full advantage of our Summary Report.

Viewing My Team’s Time

It’s Monday morning. How did we spend our time last week? The Summary Report is set to “This Week”, so all I see are empty boxes. Cute. I open up the Calendar Selector and choose “Last Week”.

As a Boggl Workspace administrator, I see all the time tracked by the team (including me). The bar chart shows a lot of work done last Thursday.

However, I’d like to see a breakdown by Project. Under the bar chart is the team’s time listed under different groupings. “Group by” is already set to “Project” and “Time Entry”, so I see that most of last week devoted to Bob Fancy’s ROYGBIV VI.

Next, I click the Bob Fancy’s expander (the number to its left). This reveals a breakdown of the Time Entries logged for the Project. Looks like most of the time was spent on level design.

Who logged the most time for Bob Fancy? I switch “and” to “User”, then expand Bob Fancy again after the report auto-updates. Randy Tepersen, the famous Room and Room II level designer, did most of the work.

Sharing the Good News

Our client for Bob Fancy is expecting a Report for the game. I need to filter out other Projects, like SinCity 4000 and The Sins.

I open the “Project” filter near the top of the page and select Bob Fancy. Closing the filter auto-updates the Report.

One item remains on the grouping list, as we’ve filtered down to one Project. I switch “Group by” to “User”. This auto-switches “and” to “Time Entry”.

We bill for every 6 minutes of work. As we’re on a paid Workspace (wink wink), I can round up our Time Entries, through the “Rounding” button on the upper-right of the grouping list.

Whoops, I forgot something: the client only wants to see our billable time for the Project.

All time entries assigned to the Bob Fancy Project are billable by default. Some admin work was manually set to non-billable by my team, however, as agreed with the client.

I use the “Billable” filter near the top to hide non-billable time. Thank you paid Workspace for your billable rates feature as well! (wink wink)

Now the Report is ready to share. I select “Download as PDF” through the download button on the upper-right of the page.

I check the PDF to make sure it matches the period, grouping, and filters I’ve used. Everything looks good, so I email the PDF to the client. It’s only 9:30AM but my work for today is done. Time to play just one more turn of Nations VI!

By On September 24, 2018

  1. The new report does not allow to see the total time converted in decimal. This is a huge inconvenience for the financial team

  2. It would be awesome to add sorting to the Detail report functionality. I would love to see a Detail report sorted by client, so that I can get a fast sense of what was worked on by client without having to select one client at a time.

  3. Good update, good application of user feedback. Important to make these changes to maintain position as market leader.

  4. I want to run my report and see year to date for both a multiple months including 2018-2019. So far you have taken away the value of toggl for me. Help. Can i get the old reporting system back?

  5. Sir and Madame, your new update does not allow me do any information search in the search box other than “this week” or “last week”. I used to be able to search for the the current year and last year. Your update does not allow me to do that anymore. Can you please revise your updated version to allow me to do information search to include current year and last year? Thank you, John Lee

  6. This is hopeless and a backward step. I rely on being able to view the tasks I performed, and total time per day, into grouped time entries. Now I can’t do this. To make matters worse, it appears the situation wouldn’t be any better if I paid for a more expensive subscription. The funcionality has flat out gone! I will look elsewhere for a better timer and task system.

    • Hi James. Can you please contact our support? The new Summary report has pretty much the same functionality as the old one. Chances are, the thing you need to do can still be done. It’s just done slightly differently than before.

  7. Can you please go back to the old reports. Spent 1.5 hours trying to get the reports back to the old way and doesn’t work. I need to show a total amount spent on each project for each client and now I’m going to need to run 2 reports and cut and paste to get it back to the way it was previously. Please go back to the old way or give us the option to do that.

    • Hi Lisa. Are you referring to the fact that project totals are no longer visible in the Summary XLS export? If yes, this feature has come back since you posted the message. The exports you download now should have the totals included. If that wasn’t what you meant, please contact our support.

  8. I hate these changes and I’m shocked you did this. I can no longer do report with a custom date range – only by week. If I pay more will I get the functionality back? Will have to find another app fast.

  9. The new reports are terrible for us. We need to run a report on all projects for a client from the start of their contract until the end of their contract. Their contract can start on any month and trying to select say July2017-July2018 is nearly impossible with this new system.

    • Hi Mary. Even though selecting a custom date is possible, it’s, unfortunately, a bit harder than before. The good news is that we are already creating a new Calendar script. The problem you’re facing will be resolved in the near future.