Saved reports

A saved report is a question you keep. It lives in the report library, runs live every time it is opened, and can be renamed, copied, shared, scheduled, exported or retired.

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What is a saved report?

A saved report stores the shape of a question – source, period, columns, filters, layout, grouping, sorting and totals. It never stores numbers. Every saved report has:

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The report library

Go to Reports. The library lists every report you may see: all shared reports, plus your own personal ones. Another person’s personal report is never listed. Click a row to open the report. Sorting defaults to most recently updated first.

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Controls

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Row actions

Three controls sit at the end of a row, and only on reports you may curate: Clicking one of these never opens the report. Clicking anywhere else in the row does.

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Empty states

• No reports at all: “No reports yet.” with “Build your first report to see time, budget, and profitability across your work.” and a New report button if you can create one.
• Nothing matches the current search or filter: “No reports match your search or filter.”

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Opening a report

What you see when you open a report depends on whether you can edit it.

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The viewer

The viewer shows the report’s name as the page title and an Actions menu for export and print. Under it sits a context strip so you always know what you are reading: Below that are a Period control and a Filters control. Both are temporary. Change either and a banner appears:

Temporary preview You’re previewing with temporary filters. They won’t change this saved report.

Reset clears them. Save as new report turns them into a new report, if you can create reports.

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Renaming a report

You can also rename inside the builder. Click the pencil beside the name in the toolbar, type, and press Enter. That change is part of the draft, so it takes effect when you save.

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Duplicating a report

Click the copy icon on a row. The copy is created straight away as <name> (copy) and a toast confirms: “Report duplicated.” Use a duplicate when you want a variant – the same question for a different client, or a monthly version of a weekly report – without touching the original.

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Archiving and restoring

Reports use the same Archive and Trash system as the rest of TimeTracker. Use the three-dot menu on a row to move a report between states, then the lifecycle dropdown above the table to see retired ones. An archived report still opens from a direct link, read-only. Restoring it makes it active again.

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Personal versus shared

A shared report is workspace property. Its author does not keep exclusive rights over it – editing one needs report.manage, regardless of who made it. See /reports/share-a-report.

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When a saved report needs repair

Fields change over time. If a saved report names something that no longer exists, TimeTracker repairs it when the report is opened and tells the editor:

This report was updated to match the current fields.

Underneath is a list of exactly what changed, and: “Save the report to keep these changes.” Nothing is written until you save. Read-only viewers never see this notice, because there is nothing they could do about it.

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Example

Northwind Studio’s library after a few weeks: Priya duplicated Hours by project, filtered it to Bluebird Coffee, renamed it, and shared it. Sarah Lin built a personal report for her own hours – nobody else sees it in their library.

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Permissions

Ownership alone is never enough. A personal report needs both ownership and report.edit. Archiving uses the same rule as editing, because archiving is the destructive end of the same right. Saving any report – new or edited – also needs a Pro plan. See /concepts/plans-and-features.

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What happens next

From a saved report you can:

• Share it with the workspace – /reports/share-a-report
• Have it emailed on a cadence – /reports/schedule-a-report
• Download it – /reports/export-a-report

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Common questions

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Troubleshooting

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Related guides