Managing Your Team
How do I create a Custom Report?
Build a report on one person, compare them with the team or up to two peers, and download it as a branded PDF.
To create a Custom Report in DoTally, open Reports in the sidebar and select Create New Report. Pick the team member, what to compare them with, a period and the metrics you want, then select Generate Report. DoTally builds a PDF with your team’s name and logo.
Before you start
You need to be the Administrator or a Manager on Team Professional, including the 14-day trial. To put your logo on reports, the Administrator adds it in Settings → Team Settings → Logo first.
Create a report
Select Reports in the sidebar, then Create New Report.
Fill in the New Report window:
Report Name: for example “Patrick vs Team Average”. Each name must be unique in your workspace.
Compare: the team member the report is about.
To: choose Team Average, Selected Members (one or two peers) or Don’t compare to anyone.
Report Period: Daily, Weekly or Monthly.
From - To: the days, weeks or months to cover.
Include: tick the metrics you want, from the list below.
Select Generate Report.
Metrics you can include
Scores: Focus Score, Productivity Score, Overall Score
Attendance: Started Work, Finished Work, Away Time
Time: Logged Time, Active Time, Productive Time, Neutral Time, Unproductive Time
Each metric becomes a row in the PDF, with a column for each person and one for the team average if you chose it.
What happens next
The report opens in a preview. From there you can:
Download the PDF.
Expand the preview.
Open More Options to Regenerate Report with the latest numbers, Edit Report, or Delete Report.
Deleting a report can’t be undone.
Who can see reports
Reports go into a library shared by everyone who can use Custom Reports. The Administrator and every Manager in the workspace can open, edit, regenerate or delete any report. Members don’t see reports.
Reports contain metrics only, never app names, windows or tabs. So App Sharing doesn’t change what they include.
Available on: Team Professional, including the 14-day trial, for the Administrator and Managers.
Related
Still stuck? Email awesome@dotally.app.
