Coming Soon! New Reporting Experience

  • Updated on Oct 3, 2025
  • Published on Aug 28, 2025
  • 1 minute(s) read
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The new Reports platform is your central workspace for data insights in WorkEasy. It brings together quick access to standard (built-in) reports, powerful search and filtering, easy customization through duplication, and automated delivery options. Whether you want to browse existing reports, create new ones, or set up recurring delivery, the platform gives you flexible tools to meet your reporting needs.

Browsing and creating

Use the All reports view to see every available report. Narrow results with the search box or refine by category, type, or tags. Start a new report at any time with Create report.

  • Categories: Time and Attendance, Job Costing, Employees, Scheduling, Time Off, and Questionnaires

  • Types: Standard (built-in) and Custom

  • Tags: labels to help group and find reports

Favorites and quick access

Mark high-value reports as favorites to pin them at the top of the page. Use the action menu next to any report to add (or remove) a favorite.

Duplicating standard reports

Standard reports are read-only. To tailor columns, grouping, sorting, or filters, duplicate the report and edit the copy. The original stays unchanged.

Editing and customizing

In the edit screen, update the report name, type, tags, formatting, and employee filters. You can control ordering by full name or ID and filter by status, type, archive state, and groups.  

Viewing

Open a report to preview results with your current filters. From the viewer menu, you can add to favorites, duplicate, edit, or delete the report. Use Preview to render on screen or Preview as PDF for a shareable file. Click here for an example on how to view a report from beginning to end.

Automating reports

For recurring needs, set up automated delivery. Set the name, recipients’ emails, delivery frequency and time, time zone, and parameters so stakeholders receive updates without manual steps.

Example in action

This example shows an employee report filtered to active employees. The left panel controls the scope while the right panel displays results that you can export or schedule.

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