Build a Report in Report Studio

Accessing Report Studio:

If you have been given either Viewer or Designer access to Report Studio, you’ll find it in the Report Center. Navigate to Company > Reports in the main menu. On the Reports page, click Open Report Studio to access the Report Studio Home Page.

Creating a New Report:

The Report Studio Home Page displays your existing custom reports and ClickTime's standard reports (with more on the way!). To start building a new report, click the Create New Report button, located in the top right corner of the screen.

Selecting Attributes and Metrics:

Once you click the Create New Report button, you'll arrive at a blank report area where you can begin building. The foundation of your report lies in selecting Attributes and Metrics from the Dataset List, typically located on the left side of your screen.

Attributes (green), are at the top of the Dataset List, and provide the context for your data. These represent the dimensions you want to analyze, such as Employee, Client, Project, or Date.

Metrics (orange), usually found towards the bottom of the Dataset List, are the values you'll be measuring, like Time Entry Hours, Time Entry Billable Amount, or Expense Item Amount.

For most reports built in Report Studio, you will need to select both Attributes and Metrics to create a meaningful analysis. You can quickly find specific items using the search bar at the top of the Dataset List.

To add Attributes and Metrics to your report, you can either drag and drop them from the Dataset List into the Editor Panel on the right, or double-click on the desired item.

By default, Attributes will appear in the Rows section of the Editor Panel, determining the rows of your report. Metrics will automatically be placed in the Metrics section. Within the Editor Panel, you can change the order of your Attribute columns by dragging them within the Rows box (this can also be done within the report itself).

Please note: Metrics will always display as the final columns in your report.

Seeing Your Data:

The Initial Report View

Once you've selected your initial Attributes and Metrics, Report Studio will automatically generate a basic report visualization, typically in the form of a grid or table. This initial view allows you to immediately see your chosen data in action.

• Attributes as Rows (and Initial Columns): The Attributes you select and place in the Rows section of the Editor Panel will generally define the rows of your report. Each unique value within those Attributes will create a new row. For example, if you selected "Person Full Name" (i.e. Employee or Team Member) as an Attribute, each person in your dataset will likely have their own row in the report. Additionally, the order in which you arranged your Attributes in the Rows section will often determine the initial order of the columns in your report.
• Metrics as Data Columns: The Metrics you selected and that automatically populated the Metrics section of the Editor Panel will appear as the data columns in your report. These columns will display the corresponding values for each Attribute row. For instance, if you have "Employee" as a row and "Time Entry Hours" as a Metric, you'll see the total hours worked for each employee in the "Time Entry Hours" column.

Understanding the Grid

Think of this initial grid as the raw data foundation of your report. Each cell in the grid represents the intersection of an Attribute and a Metric, displaying the specific value for that combination. For example, the cell at the intersection of "Person Full Name" and "Time Entry Hours" will show the time entry (and total) hours worked by each Person (or employee).

From this basic grid view, you can then begin to further customize your report. This might involve:

• Rearranging Columns: Changing the order of the Attribute columns. As a reminder, you can change the order of the Metric columns, but they can never be placed before any existing Attribute columns, as they will always remain the last column(s) of all reports.
• Applying Filters: Narrowing down the data displayed, as discussed in the Understanding and Using Filters in Report Studio article.
• Sorting Data: Arranging the rows based on specific Attributes or Metrics.
• Changing Visualizations: Moving beyond the basic grid to charts, graphs, and other visual representations of your data.

This initial grid view is your starting point for exploring and analyzing your ClickTime data in Report Studio. If you wish to learn more beyond the initial grid view, please consider some of our other articles such as Understanding and Using Formatting Options in Report Studio and Visualizing Your Data: Understanding Grids, Graphs, and Charts in Report Studio.