Streamline Your Workflow with Saved Reports in Assista - Work Smarter, not Harder!

Managing Reports Just Got Easier

The new Saved Reports feature allows you to efficiently save, view, and manage your most-used filters, eliminating repetitive setup and letting you focus on what matters most. What is the Saved Reports Feature?
Saved Reports enables you to store customized filters—such as a timeframe, boards, labels, and members—for easy reuse. Whether you're tracking your team's hours, sending an invoice for a client or preparing stakeholder updates, this feature makes accessing recurring data a breeze. You can also set your reports to run automatically on a schedule and receive them directly in your email inbox.

How Does It Work?

1. Select Your Filters – Customize your report by choosing the filters you want to save, like boards, labels, and members.
2. Press the "Save Report" Button – Save your configuration with a single click.
3. Choose a Title – Enter a title to easily identify your report later.
4. Review Your Selected Filters – Double-check your filters to ensure everything is set up just right.
5. Set Up Recurring Reports – Decide how often you’d like to receive an email with your report—daily, weekly, or monthly.

• Access Saved Reports – Head to the Saved Reports section in Assista to view and manage all your previously saved configurations.
  

• One-Click Management – Open detailed reports, share them with a link, edit or delete outdated ones right from the interface.
  

Why This Matters?

Manually recreating reports every time you need them is a thing of the past. With Saved Reports, you can streamline your workflow and ensure consistent, accurate reporting - all with just a few clicks. The added ability to schedule reports means you’ll never miss an important update, making it even easier for team leads to track progress and performance.

Try It Out Today

Experience how Saved Reports can save you time. Log into Assista, set up your first saved report, and take control of your time tracking and reporting like never before.