---
title: "Saved reports — Clock Clerk user guide"
description: "The Saved reports screen in Clock Clerk: the standard reports every organization has, your own and shared saved reports, who can open each, and duplicating, renaming, deleting and choosing a default report."
url: "https://clockclerk.com/guide/screens/saved-reports"
---

Screens

# Saved reports

The list of reports to open: the standard reports every organization starts with, then your own saved reports and the ones other managers shared, with what each one covers and who can open it. Saving a report in the first place is covered in [Build and save reports](https://clockclerk.com/guide/workflows/report-on-your-time.md).

![Saved reports for a Manager, with 2 saved reports, New report and Search by name or owner…. Standard reports are listed under Time and approvals: Awaiting approval, Project and task detail, Time by person and week — last month, Time by person and week — this month and Weeks with no time — last month; under Billing and cost: Billable vs non-billable and Billing by client; and under Expenses: Expenses by category — this year, Expenses by client — last month and Expenses by person — last month, each with a line on what it shows. Below, the table lists Northwind hours by week first under Pinned, marked Default and shared with Every manager, with the line Hours · Last month · grouped by project → user → week; then under My reports My team, this month, Only me, with Hours · This month · grouped by user → week. Both are owned by Priya Raghavan and never opened, and each has Open and ⋯.](https://clockclerk.com/guide/img/reports-saved-list.webp)

A manager's list: the standard reports, then the two they saved.

## Who sees it

Managers, Finance users and administrators: **Reports** in the menu, under **Manage**, opens it, at [/reports](https://app.clockclerk.com/reports): it is the first thing Reports shows, and a report opens from it. So do **Reports** in **Jump to**, and **Saved reports** in the breadcrumb and the **⋯** menu of a report. A bookmark of this list from before it came first still opens it. Users and guests are told *You don't have access to this area*.

The tag beside the title counts your saved reports, and **Search by name or owner…** narrows both lists as you type.

## Standard reports

Shipped with the app and the same for everyone, as the note under the heading says. They cannot be changed or deleted; open one and choose **Save a copy…** to get a version of your own. Choosing a name opens the report.

| Report | What it shows |
| --- | --- |
| Time and approvals |
| Awaiting approval | This month's submitted hours nobody has decided yet, by person, month and week. When it is empty it says so and points to [Approvals](https://clockclerk.com/guide/screens/approvals.md), which lists the weeks nobody filed. |
| Project and task detail | Last month by client, project and task, with each entry and its comment. |
| Time by person and week — last month | What each person recorded last month, week by week, and whether each week was approved. |
| Time by person and week — this month | The same for the month in progress. |
| Weeks with no time — last month | Each week last month in which somebody recorded nothing, by person, and where its filing stands. |
| Billing and cost |
| Billable vs non-billable | Each person's month, split by how their projects are billed. |
| Billing by client | Last month's hours valued at the rate card, by client, project, person and activity. Where nothing in your organization asks for an activity, by client, project and person (see [When activities are off](https://clockclerk.com/guide/screens/reports.md)). |
| Cost of internal work | What last month's non-billable work cost to deliver, by person and project. Only Finance and administrators have it, tagged **Finance**, and it needs a plan with team costs. |
| Expenses |
| Expenses by category — this year | What this year's claims went on, by category and month. |
| Expenses by client — last month | Last month's claims billed to clients, by client, project and category, with each claim. |
| Expenses by person — last month | What each person claimed last month, by category, with each claim, whether its receipt is in, and whether it was billed, paid back or declined. |

## Your reports and shared ones

The table lists your own reports under **My reports**, and those other people shared under **Shared reports**. Your default report, if you have one, is lifted out of either and listed first, under **Pinned**. Another person's report kept to **Only me** is not listed, whatever your role. The reports you opened most recently come first, then those you never opened, by name.

- **Report**: its name, **Default** on your default report, and a line saying what it counts, which dates and how it is grouped, such as *Hours · Last month · grouped by project → user → week*.
- **Owner**: who saved it.
- **Who can open it**: **Only me**, or **Every manager**, meaning every manager, Finance user and administrator.
- **Last opened**: when you last opened it, or **Never**.

With nothing saved yet, the table says *No reports saved yet. Build one and keep it, and it will be here for you and — if you share it — for the other managers.*

## Buttons and when they appear

| Button | What it does | When you have it |
| --- | --- | --- |
| New report | Opens a blank report, with its filters and fields showing: hours for this month, grouped by client, user and activity, or by client and user where [activities are off](https://clockclerk.com/guide/screens/reports.md). | Always. |
| A report's name, Open | Opens the report on [Reports](https://clockclerk.com/guide/screens/reports.md), on its results, with its filters and fields behind [Edit](https://clockclerk.com/guide/screens/reports.md). | On every row. |
| ⋯ → Duplicate | Saves a copy as your own, named with *copy* after it and shared or not as the original was. The app says *Duplicated as “…”.* | On every saved report. |
| ⋯ → Make default report, Clear default report | Lists the report first in the table of saved reports, under **Pinned**, for you alone, or puts it back in its place. | On every saved report, including shared ones. |
| ⋯ → Rename… | Changes its name and who can open it. | On your own reports; an administrator has it on shared ones too. |
| ⋯ → Delete… | Deletes it after **Delete “…”?**: *This cannot be undone. Anyone who opens this report from their own screen — or has made it their default — will lose it.* | As Rename…. |

A name has to be new among your own reports, whatever its capitals; otherwise the app says *You already have a report called “…”.* Duplicating, renaming, deleting and choosing a default are refused while the organization is read-only, while opening reports goes on working (see [Roles](https://clockclerk.com/guide/roles.md)).
