Report Studio FAQs

Welcome to the Report Studio FAQs! This section provides quick answers to common questions about using ClickTime's advanced reporting tool. Whether you're just getting started or looking for specific guidance, you'll find helpful information here to make the most of Report Studio's features and unlock powerful insights from your ClickTime data.

How do I add a Text Field?
How do I manage Pages in Report Studio?
How do I Edit Report Names?
How do I show Totals in my report?
Can I include custom fields in Report Studio?
How often is the data Report Studio uses refreshed?
What are "Metric Options" in Report Studio?
Why isn’t my custom metric showing the correct total?
How do I fix incorrect totals in a custom metric?
What does “Include subtotals from base metrics” mean?
When should I use Manual aggregation?
What if the totals still look off after updating Metric Options?

How do I add a Text Field?

Text fields are a handy way to include extra information in your Report Studio reports, such as a title, a brief description, background details, and even headers or footers for your report.

Using Text Fields for Headers and Footers:

If you want to add consistent information at the top (header) or bottom (footer) of your report, text fields are a flexible way to do this. You can place text fields in the designated header or footer areas of your report layout (the specific location for these areas will be within the Report Studio interface). This is a great way to include report titles, page numbers, dates, company logos, or any other information you want to appear consistently on each page or section of your report.

How to Add a Text Field:

1. Locate the Text Option: In the Report Studio toolbar, you'll find an option labeled T. Clicking this will allow you to add a new text field to your report. You will see two options: Text and Rich Text.
2. Choose Your Text Type:
   • Text: This option lets you add standard, unformatted text to your report. It's great for simple labels or brief notes.
   • Rich Text: This option allows you to apply formatting to individual characters within the text field, such as different fonts, colors, or sizes within the same text box. This can be useful for creating more visually engaging titles or callouts.
3. Enter Your Text:
   • Typing Directly: Once you've added a text field, a text box will appear on your report canvas where you can directly type the text you want to display.
   • Using Dataset Objects: You also have the option to drag and drop an Attribute or Metric from the Dataset List into the text field. When you do this, the text in the field will dynamically update based on the data in that object within your report. For example, you could display the current date or the name of a selected filter.
4. Position, Resize, and Format: After adding your text, you can click and drag the text field to reposition it anywhere on your report, including the header or footer areas. You can also resize it by clicking and dragging the handles on the edges of the text box. For basic text formatting (like font, size, and color for the entire text field), you'll typically find options in the Format Panel (as discussed in the Understanding and Using Formatting Options in Report Studio article). For more detailed, character-level formatting, use the Rich Text option.

How do I manage Pages in Report Studio?

It's important to note that ClickTime Report Studio does not support the creation of multiple chapters within a dashboard. Your entire dashboard will exist within a single chapter. However, you can effectively organize your content by adding multiple pages within this chapter. Each page can contain various visualizations and report objects like text and images, allowing you to present different aspects of your data in a logical flow.

Understanding the Contents Panel

The Contents panel (usually located on the left side of your dashboard editor) provides a clear overview of the structure of your dashboard, showing all the pages within the single chapter. You can use the Contents panel to:

• View the dashboard structure: See a list of all your pages within the single chapter.
• Navigate between pages: Simply click on a page name to open and edit it.

Adding, Renaming, Copying, Moving, and Deleting Pages

To manage the pages within your dashboard's single chapter:

1. Open Your Dashboard: Go to the dashboard you want to modify in Report Studio.
2. Locate the Contents Panel: Find the Contents panel.
3. Adding a New Page:
   • Click the More icon (often three dots or a plus sign) next to the main chapter name in the Contents panel.
   • Select Insert Page from the menu. A new, blank page will be added to your dashboard.
4. Managing Existing Pages:
   • Right-click on the specific page you want to modify in the Contents panel.
   • From the context menu that appears, you can choose to:
     • Rename: Enter a new name for the page and press Enter. Use clear and descriptive names.
     • Duplicate Page: Create an exact copy of the selected page.
     • Delete: Permanently remove the page. Be cautious, as this cannot be undone.
5. Rearranging Pages:
   • Click on the page you want to move, hold the mouse button, and drag it to its new position in the list. Release the button to drop it.

By using the Contents panel to add, rename, copy, move, and delete pages within your Report Studio dashboard's single chapter, you can create a well-organized and easy-to-navigate experience for your users.

How do I Edit Report Names?

Renaming your reports in Report Studio is easy! You can do it directly from the report visualization or through the Editor Panel:

• In the Report: Just double-click the title at the top of your report to edit it.

• In the Editor Panel: Click the ⋮ next to the report name and choose Rename.

You can hover over a renamed object in the Editor panel to view its original name in the dataset.

How do I show Totals in my report?

By default, totals do not appear in Report Studio. If you’d like to see totals in your report, you’ll first need to include at least one Metric (such as Hours Worked or Expense Item Amount).

How to Show Totals

To add totals to a metric:

1. Right-click the metric value — either directly in the report or from the Editor Panel.

2. Select Show Totals from the dropdown menu.

   

Once enabled, totals will appear at the top of your report by default. Report Studio will automatically calculate totals for each level of the relevant Attributes. For example, you might see separate totals for each Person, Client Name, and Project Name, as well as a Grand Total.

Move Totals to the Bottom

If you prefer to see totals at the bottom of your report:

• Right-click on any total value
• Select Move to Bottom

Can I include custom fields in Report Studio?

Yes, custom fields created in your ClickTime account can be made available in Report Studio. However, these fields must be enabled by a member of the ClickTime team. To request access to a specific custom field in Report Studio, please contact our Support Team at support@clicktime.com.

Please note: Once a custom field has been associated with Report Studio, the field in question cannot be deleted.

How often is the data in Report Studio refreshed?

Report Studio data is refreshed on a nightly basis. This means that reports generated today will reflect data up through the previous day.

We currently support nightly refreshes at the following times: 4:00 PM PST, 8:00 PM PST, and 2:00 AM PST. Your organization is automatically assigned the refresh time that best aligns with your primary time zone. However, if a different refresh time would better suit your reporting needs, you can request a change by contacting the ClickTime Support Team at support@clicktime.com.

If you need your data to be refreshed urgently for a specific reporting need, please reach out to our Support Team.

 

What are "Metric Options" in Report Studio?

Metric Options let you control how a custom metric is calculated—specifically how it's aggregated and whether it includes values from the original metrics it's based on. This is especially useful when combining multiple standard metrics, like Time Entry Hours and Time Off Hours, into one total.

 

Why isn’t my custom metric showing the correct total?

This often happens when Report Studio is set to "Automatic" aggregation. In this mode, Report Studio tries to calculate totals after grouping and filtering, which can lead to inaccurate results—especially when combining metrics or when some weeks have no data.

 

How do I fix incorrect totals in a custom metric?

You’ll need to update the Metric Options for your custom metric:

1. Open the Metric Editor for your custom metric

2. Change the Aggregation Method from Automatic to Manual

3. Enable “Include subtotals from base metrics”

This ensures Report Studio uses the row-level values of each base metric when calculating the total—resulting in a more accurate and complete output.

 

What does “Include subtotals from base metrics” mean?

This option tells Report Studio to pull in the original subtotal values from each metric (e.g., Time Entry Hours and Time Off Hours) and then add them together. It avoids using only the grouped or summarized values, which can be misleading in certain layouts.

 

When should I use Manual aggregation?

Use Manual aggregation any time you:

• Combine two or more standard metrics

• Want to ensure accurate totals across groupings (like by week or employee)

• See discrepancies or missing values in your custom metric totals
  
   

What if the totals still look off after updating Metric Options?

Try resetting any applied filters in View mode, especially if you previously used Dynamic filters (like “Last 60 Days”). These can sometimes interfere with metric behavior due to "sticky parameters." Switching to manual date filters (using the Between option) often resolves this.