--- title: "Reports Page Overview" slug: "reports-page-overview" updated: 2026-10-04T15:53:20Z published: 2026-10-04T15:53:20Z canonical: "help.workeasysoftware.com/reports-page-overview" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.workeasysoftware.com/llms.txt > Use this file to discover all available pages before exploring further. # Reports Page Overview The Reports page 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 ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image-695XSHRE.png?sv=2026-02-06&spr=https&st=2026-11-01T12%3A38%3A29Z&se=2026-11-01T13%3A38%3A29Z&sr=c&sp=r&sig=tyDKaEqj1E05LZQtKT47XEsbNBf7zjILN9gJnHG%2F37k%3D) ## Favorites and quick access Mark high-value reports as favorites to pin them at the top of the **Favorites** page. Use the action menu next to any report in the **All reports** page to add (or remove) a favorite. ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image(834).png?sv=2026-02-06&spr=https&st=2026-11-01T12%3A38%3A29Z&se=2026-11-01T13%3A38%3A29Z&sr=c&sp=r&sig=tyDKaEqj1E05LZQtKT47XEsbNBf7zjILN9gJnHG%2F37k%3D) ## 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. ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image(835).png?sv=2026-02-06&spr=https&st=2026-11-01T12%3A38%3A29Z&se=2026-11-01T13%3A38%3A29Z&sr=c&sp=r&sig=tyDKaEqj1E05LZQtKT47XEsbNBf7zjILN9gJnHG%2F37k%3D) ## Editing and customizing In the edit screen, update the report name, type, tags, formatting and sorting, and so on. ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image-13I9ZI73.png?sv=2026-02-06&spr=https&st=2026-11-01T12%3A38%3A29Z&se=2026-11-01T13%3A38%3A29Z&sr=c&sp=r&sig=tyDKaEqj1E05LZQtKT47XEsbNBf7zjILN9gJnHG%2F37k%3D) ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image-H9PQ8U8S.png?sv=2026-02-06&spr=https&st=2026-11-01T12%3A38%3A29Z&se=2026-11-01T13%3A38%3A29Z&sr=c&sp=r&sig=tyDKaEqj1E05LZQtKT47XEsbNBf7zjILN9gJnHG%2F37k%3D) ## Viewing Open a report to preview results with your current filters. From the viewer menu, you can **Add to favorites** and **Duplicate** the report. If it’s a copy, 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**](/docs/timesheet-daily-summary-report) for an example on how to view a report from beginning to end. ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image-RL6RGF9F.png?sv=2026-02-06&spr=https&st=2026-11-01T12%3A38%3A29Z&se=2026-11-01T13%3A38%3A29Z&sr=c&sp=r&sig=tyDKaEqj1E05LZQtKT47XEsbNBf7zjILN9gJnHG%2F37k%3D) ## 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. ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image(867).png?sv=2026-02-06&spr=https&st=2026-11-01T12%3A38%3A29Z&se=2026-11-01T13%3A38%3A29Z&sr=c&sp=r&sig=tyDKaEqj1E05LZQtKT47XEsbNBf7zjILN9gJnHG%2F37k%3D) ### Example in action This example shows an **Employee Birthday** report filtered to include only active employees. On the **left panel**, the report viewer provides filters to refine the employee list by attributes such as **Employee status (Active)**, **Employee type**, **Archive status**, and **FT/PT status**. You can also select specific employees or groups, and add custom fields to tailor the output. On the **right panel**, the generated report displays employee details including **Employee ID**, **Preferred Name**, **Employee Type**, **Employment Status**, and **Date of Birth**. The reporting period is clearly indicated at the top. Use the top-right actions to print, download, add to/remove from favorites, or duplicate the report. This view helps managers quickly identify upcoming employee birthdays within the selected timeframe. ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image-43BQ0RJ3.png?sv=2026-02-06&spr=https&st=2026-11-01T12%3A38%3A29Z&se=2026-11-01T13%3A38%3A29Z&sr=c&sp=r&sig=tyDKaEqj1E05LZQtKT47XEsbNBf7zjILN9gJnHG%2F37k%3D) With the new Reports platform, you have everything you need to track key metrics, customize views, and automate delivery for consistent insights. Explore existing reports or create your own to keep your team informed and make data-driven decisions faster.