Hello,
I just saw this blog post and I am not super happy about it, because as a sole proprietor it’s not easy to get work done, when permanent change is happening in the SaaS world.
That means the reports go away in the free plan. When will this happen?
I simply don’t have the time to deal with this now as similar things are happening with every other software, plugin, SaaS, etc.
Having a date would be good for better planing
Hey @markus, we understand your frustration, but the three main free reports — Summary, Detailed, Workload (previously named ‘Weekly’) — will remain free, including the options to use filters with them.
As for the 2 newly-named reports:
If you’re using one of the 3 main free reports, I would like to know if there’s anything in the article that raised your alarm bells and gave you the impression that Reports are going to be removed. We want to communicate this clearly to our users, and if you’ve got that impression, we must have not be clear somewhere and would like to correct it.
Hello @olivia
I chatted about this already with your colleague (the chatbot suggested first to post in the community, eventually though I got a reply in the chat that’s why the discussion is happening in two places now)
Here is one hint about Custom Reports (or maybe it’s called My Reports), however I see that it’s not so easy to understand terminology especially when changes impact exactly those.
Note for Free users: Custom report creation will no longer be available on the Free plan. You’ll still see the titles of your previous custom reports, but they won’t be accessible or editable.
To be honest, since Analytics was introduced it became a bit more difficult to understand what is Analytics, Reports, Dashboard, Custom Report, My Reports, Insights. It’s all somewhat doing the same. I think you probably want to simplify this as it grew into something that is not so easy to understand.
From a user point of view: there are updates being rolled out, new features, some of them you need time to figure out how you can use them, maybe even adapt a process. Eventually you find a solution for yourself (e.g. I created 2 Dashboards in Analytics) and then it’s taken away, and I start from scratch.
So how I see it now after I spent quite some time on it, Analytics is moving to Reports, and Reports won’t be accessible anymore which includes the Dashboards.
What I am seeing now as free “Dashboards” will become the paid “My Reports” - did I understand this correctly?
Hi @markus,
Yes, all the reports got confusing, that’s why we’re simplifying them.
I see, you are using Analytics, then yes…
What I am seeing now as free “Dashboards” will become the paid “My Reports” - did I understand this correctly?
… this is correct and you will lose the dashboards you’ve created. Do you mind telling me what type of dashboards you are creating? Usually the 3 default reports are good enough for single users, and we always try to do creative workarounds to get the results free users need.
Hi @olivia
sure, so I created 2 Dashboards:
1st - Client Overview
I am seeing a table, each row is a client, each column is a month. Default view shows all clients, I can quickly filter to only show a single client
2nd - Project Overview
Similar, only that the rows are projects and the columns are again months. For instance, I have a single client and this single client has 3 projects: “clientname ongoing support”, “clientname custom project 1”, “clientname custom project 2”.
In the particular case the ongoing support is a flat rate, custom project is charged separatly. I can’t price based on the report but I can get an overview.
I am using Toggl for years, and a once or twice a year I try to re-think my workflow, tracking, charging, communication to client etc. to make it work with Toggl. That’s a slow process, as I cannot just change anything how I want it. So every change in Toggl that is taking something away of course impacts me again.
What do you think about those reports / dashboards? Particularly as Toggl became a bit complicated over the years (hence the streamlining attempt now on your end) I might miss some things.
Thanks
Markus
Hi @markus,
Apologies for the late reply, I had to confirm some stuff with the product team. So while we are not 100% sure of all the changes, I believe you can get the same reports on the free plan, though it does come with some limitations. In the new Workload report, when you choose “Last semester” or “This semester”** in the date picker, the table data is characterized by months in the columns. You can then group by Project or Client. So something like this…
**The limitation is using “semester” in your date picker — this is set by default so you can’t use other time durations such as “Last year” to see data for the whole year as the columns turn to Q1, Q2, Q3 and Q4 for simplicity.
Let me know if I got the idea of your reports correctly. We are rolling this out to free users first in the coming weeks, feel free to enable Beta to test around.
