Working with Reports

In this section you can work with workspace reports: view, create and manage entries.

1. Navigating to the Section

To navigate to working with reports:

  • In the top navigation bar, click on the Reports menu item.

2. Selecting User and Date

After navigating to the reports section, you will see controls for selecting a user and date.

Date selection:

  • At the top of the page under the label Date, the currently selected date (day, month, year) is displayed.
  • Click on the date to open the calendar and select the desired day.
  • To the left and right of the date are buttons with left and right arrows — use them to quickly flip through days in order.

User selection:

  • At the top of the page under the label User there is a dropdown list.
  • In this list you can select the user for whom you need to view or add reports.
  • You can select yourself or another workspace member.
Access Settings

The ability to view and edit other users' reports depends on access settings in the workspace.

To configure access rights:

  1. In the top navigation bar, click on the user menu.
  2. Select the Workspaces submenu.
  3. Then select the Members item.

3. Adding an Entry

After selecting a user and date, you will see the Report table with entries for the selected day. Below the table is the Adding Entry section, through which you can add new entries to the report.

"Element" field:

  • Select an element from the dropdown list or enter manually.
  • As you type, the list is automatically filtered by identifier and name (matches are searched in any part of the text).
  • If entering manually, you must either exactly specify the unique identifier or select an element from the list.
  • After selection, the field will display the identifier of the selected element.
  • To the right of the field are two buttons: "+" (add new element) and pencil (edit selected element).
  • Clicking these buttons will open a window for quickly adding or editing an element directly on the page.
Note
The field name may differ depending on workspace settings. The ability to add and edit elements depends on access rights (see section on access rights settings below).

"Operation" field:

  • Select an operation from the dropdown list or enter an arbitrary value manually.
  • As you type, the list is filtered by the same principle as for elements.
  • Strict matching is not required — you can enter any text.
  • To the right of the field there are also "+" and pencil buttons for adding and editing operations.
Note
The field name may differ depending on workspace settings.

Spent hours (required field):

  • Specify the number of hours spent using the "+" and "-" buttons, or enter the value manually.
  • Decimal fractions are allowed.
  • The input format depends on your computer's regional settings.

Night hours (optional field):

  • Specify how many of the spent hours are night hours (if applicable).
  • Use the "+" and "-" buttons or enter the value manually.
  • Night hours are not summed with spent hours — they indicate what portion of the spent hours was at night.
Example

If you specified "Spent hours: 8" and "Night hours: 2", this means that a total of 8 hours were spent, of which 2 hours fell during the night (not 8 + 2 = 10 hours).

Comment (optional field):

  • Enter an arbitrary comment for the entry.
  • There are no dropdown lists for this field.

Adding the entry:

  • After filling in the required fields, click the Add button.
  • The new entry will appear in the Report table above.

Additional functions:

  • "Clear fields automatically" checkbox: if checked, all form fields will be cleared after adding an entry. Uncheck it if you need to add several similar entries with small differences — you won't have to fill in all fields again.
  • "Clear" button: clears all form fields manually at any time.
Access Rights Settings

The ability to add and edit elements and operations directly from the form (via "+" and pencil buttons) depends on access rights settings in the workspace.

To configure access rights:

  1. In the top navigation bar, click on the user menu.
  2. Select the Workspaces submenu.
  3. Then select the Members item.

4. Editing an Entry

To edit an existing entry in the report:

  • In the Report table, find the desired entry.
  • To the right of the entry, click the button with the pencil icon.
  • The Editing Entry popup window will open with the same fields as when adding an entry.
  • Make the necessary changes to the fields (Element, Operation, Spent Hours, Night Hours, Comment).
  • After making changes, click the Save button.
Note

The edit window has the same capabilities as the add entry form: list selection, filtering, quick adding and editing of elements and operations via "+" and "pencil" buttons.

5. Duplicating Entries

The duplication function allows you to copy one or more entries to another date or for another user.

To duplicate entries:

  • In the Report table, find the desired entries.
  • Check the checkboxes to the left of the entries you want to copy (you can select multiple entries at once).
  • Below the table, click the Actions button.
  • In the menu that appears, select the Duplicate item.
  • The Duplicate Entries window will open with fields for selecting date and user.

Selecting duplication parameters:

  • Date: select the date to which you want to copy the entries. Use the calendar or day-flipping buttons (similar to the "Selecting User and Date" section).
  • User: select the user for whom copies of the entries will be created. You can keep yourself or select another workspace member if you have the appropriate access rights.
  • After selecting parameters, click the Duplicate button.

The selected entries will be copied to the specified date for the selected user with all data preserved (Element, Operation, Spent Hours, Night Hours, Comment).

Access Rights

The ability to duplicate entries for other users depends on access rights settings in the workspace.

To configure access rights:

  1. In the top navigation bar, click on the user menu.
  2. Select the Workspaces submenu.
  3. Then select the Members item.

6. Transferring Entries

The transfer function allows you to move one or more entries to another date or for another user. Unlike duplication, entries will be transferred (deleted from the current date and created on the target date).

To transfer entries:

  • In the Report table, find the desired entries.
  • Check the checkboxes to the left of the entries you want to transfer (you can select multiple entries at once).
  • Below the table, click the Actions button.
  • In the menu that appears, select the Transfer item.
  • The Transfer Entries window will open with fields for selecting date and user.

Selecting transfer parameters:

  • Date: select the date to which you want to transfer the entries. Use the calendar or day-flipping buttons (similar to the "Selecting User and Date" section).
  • User: select the user for whom the entries will be transferred. You can keep yourself or select another workspace member if you have the appropriate access rights.
  • After selecting parameters, click the Transfer button.

The selected entries will be deleted from the current date and transferred to the specified date for the selected user with all data preserved (Element, Operation, Spent Hours, Night Hours, Comment).

Access Rights

The ability to transfer entries for other users depends on access rights settings in the workspace.

To configure access rights:

  1. In the top navigation bar, click on the user menu.
  2. Select the Workspaces submenu.
  3. Then select the Members item.

7. Deleting Entries

To delete one or more entries from the report:

  • In the Report table, find the desired entries.
  • Check the checkboxes to the left of the entries you want to delete (you can select multiple entries at once).
  • Below the table, click the Actions button.
  • In the menu that appears, select the Delete item.
  • A delete confirmation window will open.
  • Click the Delete button to confirm.
Important

Deleting entries is an irreversible action. Make sure the correct entries are selected before confirming deletion.

After deletion, entries will be permanently deleted from the report and cannot be recovered.

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