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New Reports: FAQs to Help You Prepare

Toggl Team avatar
Written by Toggl Team
Updated over a week ago

In the next couple of weeks, we’re rolling out a refreshed and more powerful Toggl Track reporting experience. This update will combine Reports, Insights, and Analytics into a single view — giving you deeper productivity and profitability insights, more flexible ways to explore your data and build custom reports.

Take a look at the video and FAQ below to help you transition smoothly and make the most out of it.

FAQ to Help You Prepare

Will I lose any of my data?

No – all data will stay there, and now the new Reports will give you even more powerful ways to explore, customize, and analyze it.

What are the key changes with Reports, Insights, and Analytics?

We’re unifying Reports, Insights, and Analytics into a single, streamlined view. You’ll get more flexible Filters, advanced options to Group and Stack your data, and an easier way to navigate and customize reports.

Where can I find the key elements: Filters, Grouping, and Rounding?

Filters: You’ll find Filters right next to the date picker, and they’ve been significantly upgraded. You can now filter by more properties, apply advanced AND/OR logic, and choose from 8 different filter conditions. Keep adding as many filters as you need to narrow down your data with precision.

These enhancements make it much easier to explore and analyze your data directly — no need to export.

Grouping and Stacking your data: each chart now has grouping and if applicable stacking option on the right corner of each chart.

Rounding: You’ll now find the rounding settings at the top of the page, offering more flexibility and control. Choose to round either Individual time entries or Grouped time entries, and set your preferred rounding interval for greater accuracy.

  • Individual entries: The rounding rule is applied to each time entry separately.

  • Grouped entries: We first total all entries within a group or sub-group, then apply the rounding to that combined total.

What happens to Insights and my Insights charts?

Insights charts are now moving under the new Profitability tab within Reports.

Learn here how to recreate your existing Insights charts — and unlock even more powerful ways to analyze profitability.

What happens to the Saved reports?

All your previously saved reports will now be available under the My Reports tab in the new interface.

If you had shared or scheduled reports, they’ll continue to be sent as usual and remain accessible via the same links.

Read below on how to save and schedule reports in the new interface.

How to share and schedule reports?

All your Saved and Scheduled reports can be found under the My Reports tab in the new interface.

Once you save a report, you can choose to share it privately within your workspace or publicly via a shareable link.

  • To share a report internally (privately within your workspace):

    1. Click Save and Share at the top right of the report.

    2. Leave the Make Public toggle disabled.

    3. Click Save.

    4. In the Sharing settings, select the workspace members you want to share the report with.

  • To share a report publicly

    1. Click Save and Share at the top of the report.

    2. Enable the toggle to Create a shareable link that anyone can view.

    3. Copy and share the generated link with anyone – inside or outside your organization.

    4. (Optional) Enable Lock dates to prevent viewers from changing the selected time range. Note: This option is only available when a custom date range is used.

  • To schedule reports via email:

    1. Save the report you want to schedule.

    2. In the confirmation popup, click Schedule Email.

    3. Choose how often you'd like to receive the report: daily, weekly, or monthly.

    4. Select recipients from your organization (external recipients are not supported).

What happens to Analytics custom dashboards and charts?

If you’ve previously created dashboards in Analytics, you’ll find them all under the My Reports tab. From there, you can also create new custom reports and manage all your saved ones.

This guide shows you how to find and build custom reports that meet the needs of your team and stakeholders.

My Reports works great for collaboration too — create reports, share them with the right people, and they’ll be able to duplicate and modify the reports from My Reports if needed (learn how to do it here).

We’re using the Reports API — will anything change?

No, your API setup will continue working just as it does today.

What if we’re not ready for the new Reports? What if we run into issues?

The new Reports are rolling out in Beta, so you may occasionally encounter bugs or unexpected behavior — and our team is actively working to fix any issues as quickly as possible.

If the new experience isn’t the right fit for your team yet, we want to hear your feedback so we can address and fix any challenges early on.

If needed, you can easily switch back to the previous version anytime by enabling Beta features in your Profile settings.

✉️ Eventually, the new unified Reports will fully replace the current Reports, Insights, and Analytics. Your input during this Beta phase is key to shaping a reporting experience that works for you — thank you for being part of this process and helping us make it better!

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