Saved Reports in Tuqqi let you save a personalized view of your Action Center. Instead of applying filters, grouping, and column settings every time, you can configure a view once and save it for future use. This is especially helpful for recurring tasks or creating a consistent workflow for your team.
The Action Center is the central hub in Tuqqi where you can view, manage, and prioritize all your tasks, items, and responsibilities in one organized workspace.
Tuqqi comes with a few default reports, but you can create as many custom reports as you need, tailor them to your work, and share them with others.
An item in Tuqqi is any task, document, message, or action that you manage inside a group. It’s the basic building block of your workflow. Each item can include fields like due date, status, labels, and more.
Default Reports vs. Custom Reports
When you first open the Action Center, you’ll see three built-in reports:
To Do – items grouped by your workgroups.
Agenda – items grouped by due date.
To Sign – items that require your review or signature.
These default reports cannot be edited or deleted, and are intended as starting points.
For more control - like applying your own filters or adjusting how information is grouped - you need to create a custom saved report.
Creating a New Saved Report
Build the view you want:
Set your groupings (e.g., by Group, Due Date, Form).
Apply any filters (Assigned User, Status Color, Form, Due Date, etc.).
👉 For a full explanation of filters, see Working in Detail with the Action Center.
Adjust the columns to show the fields relevant to you.
A group in Tuqqi is a shared space where you and your team can manage items together. Groups can represent teams, projects, clients, or any topic. Each group has its own members, permissions, and settings.
A form defines the structure of the information inside an item. It determines which fields are visible and helps standardize workflows, like “Task”, “Client Request”, or “Meeting Note”.
2. Save the report:
Click the Save as New Report icon (floppy disk with a pen).
Enter a name and optional description.
Your report will now appear in your saved reports list in the Action Center.
Editing and Updating a Saved Report
You can modify a saved report anytime:
Update filters.
Change how items are grouped.
Reorder or resize columns.
After making changes, click Save Changes (regular floppy disk icon). To rename the report or edit its description, click the gear icon next to the report name.
Sharing a Report
System admins can share saved reports with their organization. This ensures everyone works from a consistent view.
The best part? Filters like Assigned User = Me are dynamic. That means if you share a report with someone else, “Me” becomes them.
The same applies when using Teams as filters - you can create one shared view that adapts to whoever is opening it.
To share a report:
Click the gear icon on your saved report.
Select Share.
Confirm that you want to make it available to others.
Deleting a Saved Report
If a report is no longer needed:
Go to the report’s settings and click Delete.
This only removes the view; the underlying items remain untouched.
Default reports cannot be deleted.
Summary
Saved Reports are one of the most time-saving features in the Action Center. They let you:
Quickly access your personalized workflow.
Avoid repeating the same configurations.
Share consistent views with your team.
Want to customize your views even further with grouping and filters?