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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
The report window looks like this:
Reports are divided into the following categories.
The timesheet reports display a summary of time entries.
Summary reports display sub-totals and totals, hiding the individual details of each time entry.
Detail reports display specific details of each time entry with sub-totals and totals.
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.
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.
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:
Only include time entries with notes containing the fragment of entered text.
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.
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.
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.
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.
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.
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.
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.
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.
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