Accessing the Reports tab
The Reports tab (pie chart icon) is located in the top bar of ProgressionLIVE.
Report screen structure
The report screen is divided into two main sections:
Left: Report generation
Right: Preview and display of the generated report
Report Generation section
Preview tab
This tab is used to select and configure the report to generate.
Report selection
The list of available reports depends on the modules active in your account.
Note: It is not possible to create custom reports in ProgressionLIVE.
Tip: For custom reports, it is recommended to use the list mode in the Tasks tab.
Tasks can be filtered and exported to Excel.
Report period
Start date
End date
Note: Some reports, particularly time entry reports, work by week only, regardless of the selected date range.
Other settings
Report language
Preview format:
PDF
HTML
Filters and parameters — vary depending on the selected report
Generating the report
Click Visualize
The report appears in the right section
Scheduled Reports tab
This tab displays all reports scheduled for email delivery.
Available functions:
View the list of scheduled reports
Edit delivery settings
Delete a scheduled report
Report Display section (right)
Once the report is generated, several actions are available:
Download the report
Send by email
Schedule an email delivery (depending on the report)
Scheduling a report for email delivery
When available, the Schedule Email Delivery option lets you automate report sending.
Information to configure:
Report description
Language
Send frequency
Send time
Start date
End date
Recipient email addresses
Tip: You can schedule automatic delivery of timesheets to your payroll department.
Description of main reports
Task log
Used to generate a list of tasks
Can be grouped by: Customer, Location, Date, or Custom fields
Several filters and parameters available
Cost report
Available with the Cost module
Used to analyze costs associated with tasks
Similar view to a task log with cost information
Timesheet reports
Available with the Timesheet module.
Timesheet
Simple view by employee
Shows total time worked
Time entry report
Displays each time entry individually
Example: 8:00 AM to 9:00 AM, 9:30 AM to 11:00 AM
Detailed timesheet
Most comprehensive report
Details: tasks performed, time per activity, time per task
CCQ reports
Available with the CCQ module.
CCQ timesheet
CCQ weekly timesheet
These reports:
Account for AM break, lunch, and PM break
Adjust paid time according to configuration
Note: The standard timesheet displays actual hours, while CCQ reports display hours adjusted for breaks.
FAQ
Where is the Reports tab?
In the top bar of ProgressionLIVE, identified by the chart icon.
Can custom reports be created?
No. Reports are predefined based on active modules.
Why do some reports not respect my exact dates?
Because some reports, particularly time entry reports, work by week only.
Can report delivery be scheduled automatically?
Yes, for certain reports, via the Schedule Email Delivery option.<
What is the difference between the timesheet and the CCQ timesheet?
The timesheet displays actual hours, while the CCQ timesheet displays hours adjusted for breaks.