Overview

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Complete Time Tracking Professional includes a comprehensive reporting system which allows you to view, print, copy to the clipboard, and export to file time entries and optionally billing amounts for individual users or all users of Complete Time Tracking.

 

Note: User's only have access to reports if they have been assigned security access to any one or more of the Preview and Print, Data View and Export to File actions.

 

To display the reporting window click the Reporting button reports on the toolbar or select Reports from the Tools menu.

 

The report window looks like this:

 

screen-report-setup-med

 

Report Types

 

Reports are divided into the following categories.

 

Timesheet

 

The timesheet reports display a summary of time entries.

 

Report Type

Description

Weekly Timesheet

Total duration for each category over a 7-day period showing category and daily totals.

 

Summary

 

Summary reports display sub-totals and totals, hiding the individual details of each time entry.

 

Report Type

Description

Summary by Date

A total for each date.

Summary by Date and Category

A summary showing totals for each category on each date.

Summary by Date and User

A Multi-user report showing a total for each user or selected user for each date.

Summary by Category

A total for each category. Charge amounts and cost amounts are also displayed in the report if the user has the View Charge Rates and View Cost Rates security actions set and the Rates and Amounts options are set.

Summary by Category and Date

A summary showing totals for each date for each category.

Summary by Category and User

A multi-user report showing totals for each category for all users or a selected user

Summary by Category Tag

Time entries are grouped by category tag. Note that time entries are included in the report once for each category tag and report totals will therefore be higher than the actual total.

Summary by User

A multi-user report showing a total of time recorded for each user or a specific user. Charge amounts and cost amounts are also displayed in the report if the user has the View Charge Rates and View Cost Rates security actions set and the Rates and Amounts options are set.

Summary by User and Date

A multi-user report showing a summary of time for each user for each date.

Summary by User and Category

A multi-user report showing a summary of time for each user for each category selected

Summary by User Tag

Time entries are grouped by user tag. Note that time entries are included in the report once for each user tag and report totals will therefore be higher than the actual total.

Summary by Time Entry Tag

Time entries are grouped by time entry tag. Note that time entries are included in the report once for each tag and report totals will therefore be higher than the actual total.

Project Status

The progress, start and end dates, estimated and actual time, budget and quote/charge amounts are displayed for categories with the report project status option set. See Configuring Categories.

Project Risk

Categories with the report project status option set that are at risk for going over the estimated time, budget, quote/charge amount or target completion date are displayed and the at-risk items are highlighted. See Configuring Categories.

 

Detail

 

Detail reports display specific details of each time entry with sub-totals and totals.

 

Report Type

Description

Detail by Date

Individual details for each time entry showing the category and sub-totals by date.

Detail by Category

Individual details for each time entry and sub-totals by category.

Detail by Category Tag

Individual details for each time entry and sub-totals by category tag. Note that time entries are included in the report once for each category tag and report totals will therefore be higher than the actual total.

Detail by User

A multi-user report showing individual details for each time entry showing the category and sub-totals for each user or a selected user.

Detail by User Tag

Individual details for each time entry and sub-totals by user tag. Note that time entries are included in the report once for each user tag and report totals will therefore be higher than the actual total.

Detail by Time Entry Tag

Individual details for each time entry and sub-totals by time entry tag. Note that time entries are included in the report once for each tag and report totals will therefore be higher than the actual total.

Full Details

Full time entry details for each time entry, ordered by start date and time with no sub-totals. Useful for exporting detailed information to file.

 

Report Filter

 

The time entries included in reports can be filtered based on several criteria as follows. The filtering options are available on the Filter tab at the top of the Reports window.

 

Date Range

Only time entries falling between the selected start and end date are included in the report. You can enter the dates manually, select them from the start and end date calendars, or choose a pre-set date period.

 

Pre-set Date Periods

Any pre-set date period with the term Last refers to a period of time up to the current date, for example Last 7 days.

Any pre-set date period with the term This refers to that current period of time, for example This Week.

Any pre-set date period with the term Previous refers to a period of time prior to the current period, for example Previous Week.

 

Periods include today, yesterday, 7 days, week, month, 3 months, 6 months, year and all dates.

 

For example, if today's date is June 15th then:

Last 1 Month refers to the period May 15th to June 15th.
This Month refers to the period June 1st to June 30th.
Previous Month refers to the period May 1st to May 31st.

 

Time Entry Notes

Only include time entries with notes containing the fragment of entered text.

 

Time Entry Tags

Only include time entries matching specific user defined tags. Enter these as comma separated values or click the tag selection button to select from previously used time entry tags.

 

Category Tags

Only include time entries for categories matching specific user defined tags. Enter these as comma separated values or click the tag selection button to select from previously used category tags.

 

User Tags

Only include time entries from users matching specific user defined tags. Enter these as comma separated values or click the tag selection button to select from previously used user tags.

 

User Selection

Select one or more users from the user selection panel. If one or more specific users are selected, the report will show the time entries for the chosen users only. If the [ALL] option is selected, the report will show the time entries for all users (including inactive users if the Show inactive users item is selected).

 

Note: The user selection panel will only be visible by users with security access to View Recorded Time From Other Users. When not visible only the current user's time entries will be included in the report.

 

Category Selection

Select the category from the category tree to the left of the window. The report will only include time entries from the selected category and its sub categories. This allows you to generate a report for a particular customer or project for example. To include time entries for all categories in the report select the top-level ALL category.

 

Report Options

 

There are several options that control the content displayed in reports. The options can be accessed by selecting the Report Options tab at the top of the Reports window.

 

screen-report-options-lg

 

Report Category Levels

This controls which sub-categories, if any, to include on the report. Sub-totals by category will be shown in most report types. For example, if you are only interested in a summary by customer and you have organized your categories such that customer is the top-level category with project and task sub-categories, then you can select the ALL category for the report and set Report Category Levels to 1. If you want sub-totals for each project then set Report Category Levels to 2.

 

Include Projects Without Time Entries

The Project Status and Project Risk reports show details about categories with the report project status option set. By default only projects that have time entries appear in the project reports, which is useful if you have created placeholder categories, from templates for example, for future projects and do not want them to appear in the reports. The Include projects without time entries will include these project categories without time entries in the report.

 

Show Time Entry Notes in Detail Reports

All detail reports can include the time entry notes by selecting this option.

 

Show Subcategory Columns in Data View and Export

There are two options for including categories in the data view report and export files. The full category hierarchy can either be listed in a single column with the category at each level separated with the forward slash '/' character, or alternatively the category at each level can be listed in a separate column.

 

Report Formats

The report output can be generated in several formats:

Report - preview and optionally print

Data - view report data, copy to clipboard and export to file

Export - export the report data to file

 

Note: Due to rounding of the individual durations and amounts displayed in the reports, the totals displayed may differ slightly from the sum of the rounded values.

 

 

See also:

Report Preview and Print

Data View

Export Reports

Configuring Categories