View and Filter Reports

Open the report

1. 1

   Sign in to the web app

   Use the manager or employee account view associated with the records you need to review.

2. 2

   Select Overview

   Overview is ZMorning's current reporting dashboard; there is no separate Reports page.

3. 3

   Confirm the account view

   Check whether you are using the manager view, shown as Client in ZMorning, or the employee view, shown as Employee in ZMorning.

4. 4

   Review the current scope

   Before comparing figures, note the dates and whether All Employees, one employee, All Projects, or one project is selected.

Understand automatic refresh

Each filter change schedules a new Overview request. While it loads, the report shows a refreshing state and then replaces the headline figures, charts, and employee rows with the newest result.

• Change one control and wait for the refreshing indicator to finish.
• There is no Apply, Search, or Submit button for the main filters.
• If several controls are changed quickly, use the final visible selections as the report scope.
• Do not compare an old figure with a newly selected filter while the dashboard is still refreshing.

Choose a date range

1. Select the first included day in From.
2. Select the last included day in To.
3. Keep From earlier than or equal to To.
4. Wait for the report to refresh, then confirm the dates still shown in both controls.

Filter by employee

Filter by project

The project control uses projects belonging to the selected employer. Choose All Projects to show every named project series, or choose one project to narrow the named series and the task figures.

Compare what each filter affects

Search and page through the employee table

The search box above Employee Productivity matches employee names within the rows already returned by the main filters. The table sorts those rows alphabetically and shows five per page.

• Enter part of an employee name to narrow the visible rows.
• Use Previous, Next, or a page number when more than five matching rows are available.
• Clear the search box to restore all rows returned by the main report filters.
• Table search does not recalculate headline figures, charts, or Avg. Productivity.

Move from a summary to detailed records

Overview is designed for totals and comparisons. When a result needs investigation, use the page that owns the underlying record.

Ten-minute time, activity, or screenshots

Open Today, then select the employee and work date.

Project or task status

Open the relevant project and task rather than treating the Overview chart as task history.

Employee contract or rate

In the manager view, shown as Client in ZMorning, open Employees and review the employee's saved details.

Completed billing period

In the manager view, shown as Client in ZMorning, open Invoices and inspect the invoice record and PDF.

Troubleshoot report filters

The dates changed back to the latest 14 days

The employer is using the Free plan and the requested range fell outside its allowed recent-history window or did not end today.

The report is empty after changing dates

Confirm that From is not later than To, then check whether tracked slots exist for that employee and period.

The employee selector is missing

It appears only in the manager view, shown as Client in ZMorning. The employee view, shown as Employee in ZMorning, is automatically limited to the signed-in employee.

A project selection did not change Total Working Hours

This matches the current calculation. The project control narrows named chart and task data, not the headline time total.

Tasks Completed did not change with the dates

The current task figures use task status, employee assignment, and project scope; they do not use the report date range.

Employee search did not change the charts

The search box filters only the Employee Productivity rows already loaded into the table.

Common questions