Skip to main content

Saving Frequent Reports

How to 'pin' a set of filters for frequently used reports.

Create a pinned Report

If you have Reports that you run regularly you can pin them by clicking the pin button. Name the report and click ‘pin report’ to save.

This gives you quick access to your most popular Reports. You can pin as many different reports as you like.

To run your pinned reports, click on ‘Run a pinned report’ and select one from the drop down list.

To remove a pinned report, click on ‘run pinned report’ and select the report you want to remove. Click on the pin button to unpin the report.

To export a pinned Report as a PDF, run the Report, then open the Download menu at the bottom and choose Timesheet PDF. Select your columns, click Generate, then click Download when the confirmation appears.

The PDF is titled by the time period it covers rather than the name you saved the pinned Report under. See Export a Report as a PDF.

Video guide: pin/save a Report

Did this answer your question?