Customizing Reports

Learn how to customise a report and set up your data

Updated over a week ago

To tweak the metrics used in the report or to add your own, you can do it from the menu just above the displayed data:

Reports allow you to use multi-grouping of your data. Click on Group By and select the categories you'd like to group by. For example, you can group your time report by budget and service type.

Clicking on Show only totals will allow you to pivot the report by certain columns.

Creating Charts

If you want to see a visual representation of your data, click on the Visualise dropdown to select the type you'd like to see. You can choose between a chart or a table view, or you can see both. 

To change the type of the chart, you can select it using the menu above the data. 

Choose from the following types: Column, Line, Area, Bar, Donut, or Metric. 

Currency switcher

The Currency switcher option allows you to display financial data in reports in any other currency using the rate on a select date:

After selecting the new currency, select the day on which the rate be recalculated.

The default currency will remain the same, it is just the display currency and the data you are seeing in the report that will be updated.

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