How to Generate and Send Weekly Reports in Toggl

Learn the step-by-step process to generate and send weekly reports in Toggle, ensuring accurate tracking of hours worked per client.

20 Aug 2024 By Wiebke Uhlendorf

In this guide, we'll learn how to generate and send weekly reports using Toggl Track. This process involves creating two specific reports: one for an overview of hours worked per client and another focused on the LottoLove project.

These reports help in planning the upcoming week's hours and ensure that all team members' hours are accurately logged. Timely and accurate reporting is crucial for project management and team coordination.

Let's get started.

Once you're logged into Toggl and see the dashboard, click on Reports. You should do this weekly, ideally on Friday, to update how many hours can be planned for the coming week.

Go to Toggl Track

Step #2: Click on "Reports" — Click on "Reports"

Click on this button and always choose the date range from the beginning of the month to the current date. For example, if today is Friday the 23rd, select from the 1st to the 23rd.

Step #3: Click on "This week •" — Click on "This week •"

You will always see a white circle indicating the current day. For this demonstration, I'll pick Friday, as it's the best time to send this report. Click somewhere random, and you will see this view.

Make sure that in this filter, you always see "Group by Client" and "User."

Step #6: Click on "Group by Client" — Click on "Group by Client"

Step #7: Click on "Client" — Click on "Client"

Step #8: Click on "and User" — Click on "and User"

Step #9: Click on "User" — Click on "User"

This way, you will see an immediate overview of how many hours have been worked per client for the month up to today. Click this arrow here to expand the report.

This will help you see how much time each team member spent per client. This is the view you need to export and send to me. Click export and download the PDF.

Step #11: Click on "Export" — Click on "Export"

You need to rename this PDF.

Step #12: Click on "Download PDF" — Click on "Download PDF"

You need to rename this report and send it to me on Slack. Then, you have to complete a second report which is...

Go to Toggl Track

Next, click on Lottolove.

Step #16: Click on "• Lottolove" — Click on "• Lottolove"

Click on "Summary" because we don't need the detailed view. Click on "Summary", and you can see the total amount of hours for Lottolove and the team members.

Step #17: Click on "Summary" — Click on "Summary"

Step #18: Click here to expand so you see all the team members hours for LottoLove — Click here to expand so you see all the team members hours for LottoLove

Click on "Export PDF." Send the PDF, which contains only the Lottolove view, to Nicole.

Step #19: Click on "Export" — Click on "Export"

"Export PDF."

Step #20: Click on "Download PDF" — Click on "Download PDF"

Before sending it, make sure you see all the team names here. For Lottolove, you need to see Alba, Nicole, and yourself. If you don't see one of these names, check with Nicole or Alba to see if they did any work. If they did, ask them to log their hours. It's very important to have up-to-date hours for each person before sending this report to Nicole. I recommend sending everyone a reminder on Friday morning to log their hours.

You can schedule this reminder on Slack.