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Create reports from templates

Start from a pre-built report for the topic you need, and adjust it from there, no need to build a report from scratch.

Table of Contents

Availability

Coming soon: rolling out in beta from August 2026, available to admins only at first.

 

 

How to use

This is one of three ways to create a new report in Analytics.

  1. Go to Analytics
  2. Click on Create a Report
  3. Select From template
  4. Browse templates by topic (e.g. absences, workforce, missing clock-ins, expenses) and pick the one you need
  5. Review the generated report — it will include tables, charts, and metrics for that topic
  6. Keep refining it conversationally with One — for example: "Add a filter by location" or "Break this down by team instead"

If a template doesn't show the expected data, make sure you've selected the right topic and check if filters are limiting the results.

If you don't see the template you need, more templates are being added over time — you can also create a report with One or manually instead.

 

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