Creating and Viewing Reports¶

Reports in Sagacity help you show what you've accomplished and plan what's coming next. Think of them as your work diary that writes itself! Let's learn how to create useful reports that make you look professional and organized.

What Are Reports For?¶

Reports help you: - Show your boss what you've been working on - Track your own progress over time - Plan better for future work - Remember accomplishments for performance reviews - Share updates with your team

Types of Reports You Can Create¶

1. Daily Summary Reports¶

Perfect for end-of-day updates or morning briefings: - What you completed today - What you're working on - Any obstacles you encountered - Tomorrow's priorities

2. Weekly Progress Reports¶

Great for team meetings or manager check-ins: - Week's major accomplishments - Tasks completed vs. planned - Upcoming deadlines - Time spent on different projects

3. Project Status Reports¶

Essential for project updates: - Project milestones reached - Current project health - Team member contributions - Next steps and deadlines

4. Monthly Achievement Reports¶

Perfect for performance reviews: - All tasks completed in the month - Major projects finished - Goals met and exceeded - Professional development activities

Creating Your First Report¶

Step 1: Choose Your Report Type¶

Go to the Reports section (click "Reports" in the main menu)
Click "Create New Report"
Choose a template:
Daily Summary
Weekly Progress
Project Status
Monthly Review
Custom Report

Step 2: Select Your Time Period¶

Pick your date range:
Today only
This week
Last week
This month
Custom date range
Choose what to include:
Completed tasks only
All tasks (including in-progress)
Specific projects
Specific categories

Step 3: Customize Your Report¶

What to Include: - ✅ Task completion details - Shows what you accomplished - ✅ Time tracking information - Proves how you spent your time - ✅ Project progress - Demonstrates your contribution to team goals - ✅ Comments and notes - Provides context for your work

What to Leave Out: - ❌ Personal tasks - Keep it work-focused - ❌ Incomplete items (unless specifically requested) - ❌ Too much detail - Summarize rather than list everything

Step 4: Generate and Review¶

Click "Generate Report"
Review the automatically created content
Edit and add personal notes where helpful
Check for accuracy and completeness
Save your report

Making Reports Look Professional¶

Writing Effective Summaries¶

Good Example: "Completed Q3 budget analysis covering 5 departments. Identified 12% cost savings opportunity in office supplies. Scheduled follow-up meetings with department heads for next week."

Poor Example: "Did budget stuff. Found some savings. More meetings next week."

Adding Context to Numbers¶

Instead of just: "Completed 15 tasks" Write: "Completed 15 tasks including 3 high-priority client requests and 2 important project milestones"

Highlighting Achievements¶

Use action words: - Completed, Delivered, Achieved - Resolved, Improved, Created - Coordinated, Managed, Led

Show impact: - "Reduced processing time by 30%" - "Helped client resolve critical issue" - "Contributed to on-time project delivery"

Viewing and Understanding Reports¶

Reading Your Own Reports¶

Look for patterns: - Which days are you most productive? - What types of tasks take longer than expected? - When do you typically face obstacles? - What work gives you the most satisfaction?

Use insights to improve: - Schedule difficult tasks during your most productive times - Ask for help with types of work that consistently challenge you - Celebrate the work you do well

Via Email: 1. Open your completed report 2. Click "Share" or "Export" 3. Choose "Email" option 4. Add recipients and a brief message 5. Send

Via Print/PDF: 1. Click "Export to PDF" 2. Review the formatted report 3. Save or print as needed

Via Sagacity Sharing: 1. Click "Share with Team" 2. Select specific team members 3. Add sharing permissions (view only or edit) 4. Include a message explaining the report

Report Templates for Common Situations¶

End-of-Day Summary¶

Today's Accomplishments:
- [List 3-5 major tasks completed]

Currently Working On:
- [List ongoing projects and status]

Tomorrow's Priorities:
- [List top 3 items for tomorrow]

Notes/Obstacles:
- [Any challenges faced or help needed]

Weekly Team Update¶

This Week's Highlights:
- [Major accomplishments]
- [Milestones reached]

Project Progress:
- [Status of main projects]

Next Week's Focus:
- [Upcoming priorities]
- [Expected deliverables]

Support Needed:
- [Any help required from team/manager]

Monthly Achievement Summary¶

Key Accomplishments:
- [Major projects completed]
- [Goals achieved]
- [Problems solved]

Metrics and Numbers:
- [Tasks completed: X]
- [Projects contributed to: Y]
- [Client interactions: Z]

Learning and Development:
- [New skills gained]
- [Training completed]
- [Challenges overcome]

Looking Ahead:
- [Next month's goals]
- [Anticipated challenges]

Advanced Report Features¶

Automated Report Scheduling¶

Set up reports to generate automatically:

Create your report template
Click "Schedule Report"
Choose frequency: Daily, Weekly, Monthly
Set delivery method: Email, Save to Sagacity, Both
Add recipients who should receive it
Activate the schedule

Comparing Time Periods¶

Week-over-week comparison: - See if you're getting more efficient - Identify busier vs. slower periods - Track improvement in completion rates

Month-over-month comparison: - Show career growth and development - Demonstrate increasing responsibility - Prove consistent performance

Team and Project Reports¶

When you need to report on team work: 1. Use project-based filters 2. Include team member contributions 3. Focus on collaborative achievements 4. Highlight team goals met

Tips for Report Success¶

Daily Habits¶

Add notes to your tasks as you complete them
Update time spent on important activities
Mark accomplishments clearly in task descriptions

Weekly Habits¶

Review the week every Friday afternoon
Generate a weekly report for your records
Plan next week based on current progress

Monthly Habits¶

Create a comprehensive monthly report
Save it for performance review season
Share highlights with your manager

Troubleshooting Common Report Issues¶

Problem: "My report shows no data" - Check your date range - make sure it includes work you actually did - Verify task completion - ensure you marked tasks as complete - Check filters - you might have excluded the data you want

Problem: "The report is too long and detailed" - Use summary mode instead of detailed view - Filter to specific projects or categories - Focus on completed items only

Problem: "I can't remember what I did last week" - Check your completed tasks in Sagacity - Look at calendar entries for context - Review email sent for clues about activities

What's Next?¶

Great job learning about reports! Now let's explore how to understand and use analytics to improve your work. Continue to our Analytics Guide to discover insights about your work patterns.

Good reports tell the story of your work. Make them clear, honest, and focused on results.