GENERATE AND SHARE REPORTS
Create reports using data from the schedule and timesheets.
You can generate reports by going to the Reports section from the top menu bar and clicking on Create new button in the lower right corner. You will be asked to choose from the templates or to create a custom report.
First, type in the name of your report.
Then, choose your date range, a time period for which you want to analyze the data in your report. You can select a custom date range of your choice 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 your report anytime and keep editing it.
When the basics are set up you can start adding data to your report. Click on one of the two tabs below your report’s name. Decide how do you want your data to be displayed, choosing from a table and graph.
Note: You will be able to 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 permissiong
You can also generate a direct link to your report by enabling Create public link option. External people (without the account in the Teamdeck organization), as well as Teamdeck users with regular team member accounts, will be able to view your report.