All Report - Create/View Report Schedule

Roles and Permissions:

Organization Owner/Manager:

• They can view reports of all members in the organization.

Delivery Head:

• These roles can view reports of all members in the organization.

*Dept Head(User)

• They can view reports of self and assigned Department Members.

Team Lead(User):

• They can view reports of self and assigned Teams Members.

Project Manager (User):

• They can view reports of self and assigned Project Members.

User:

• User can view reports of only themselves.

Please refer following link for accessing Roles and Permission :
https://support.workstatus.io/en/article/workstatus-roles-and-permissions-guide-zzkoo6/

How to Navigate Through the Reports Section

1. Log in to the application using valid credentials.
2. Navigate to the Reports section from the left-side navigation panel.

3. The Reports page is categorized into the following tabs:

All

The All tab displays every report available in the application. It provides a complete list of report widgets, allowing you to quickly access any report without filtering by category.

Pinned Reports

The Pinned Reports tab displays only those reports that have been marked as Pinned. This allows you to access your frequently used reports quickly without searching through the entire report list.

Time & Attendance

The Time & Attendance tab contains all reports related to employee attendance and time tracking, such as attendance reports, timesheet reports, payroll reports, leave reports, and other attendance-related reports.

Workload & Capacity

The Workload & Capacity tab includes reports that help analyze employee workload and resource utilization. These reports typically cover Resource Utilization, Workload, To-Do Reports, capacity planning, and employee allocation.

Project & Finance

The Project & Finance tab contains reports related to project management and financial tracking. These include Project Reports, Task Reports, Budget Reports, Expense Reports, and other project- and finance-related reports.

Custom & Analytics

The Custom & Analytics tab provides customized and analytical reports. The Custom section allows you to create personalized reports by selecting the required fields, while the Analytics section presents report data in charts, graphs, and summarized metrics to help analyze trends, productivity, performance, and business insights.

4. To automate report delivery, click the Schedule Reports button.

Updated on: 13/07/2026