GENERATE AND SHARE REPORTS

The feature for generating and sharing reports in our resource management SaaS product allows users to create detailed reports based on bookings, timesheets, tags, and custom field data.

To generate a report, navigate to the Reports section via the top menu bar and click the "Create new" button in the lower right corner. Users can select from existing templates or craft a custom report.

First, type in the name of your report. 

Then, choose your date range a period for which you want to analyze the data in your report. You can select a custom date range or one from a predefined list.

The top menu allows you to:

• Remove your report

• Share your report or keep it private

• Save your report - You can save it anytime and edit it (it also has built-in autosave functionality). 

You can start adding data to your report when the basics are set up. Click on one of the two tabs below your report’s name. Decide how you want your data displayed, choosing from a table and graph.

Note: You can add different sections to your report and reorder them. 

SHARE YOUR REPORT

You can share your report with people within your organization and external email addresses. 

Click Share in the top menu of your report and type the name of the users (manager and owner roles) you want to share your report with. Available options:

• Can view - viewing only permission

• Can view & change dates - viewing and changing the date range permission

• Can edit - editing the whole report permission

You can also generate a direct link to your report by enabling the Create public link option. External people (without an account in the Teamdeck organization) and Teamdeck users with regular team member accounts will be able to view your report.