Property

Description

Name

The report name or title, up to 80 characters (required).

Description

A description for the report, up to 255 characters.

Template

A read-only property that indicates which report was used as the template for creating this report.

Published

If checked then this report can be run by other employees. You can limit which employees can access a published report by clicking the button to the right of the check box and selecting the appropriate permission levels.

Publishing a report does not allow others to edit it - only the employee who created the report can subsequently edit it.

Reporting Period

The default time period for the report. The reporting period can be overridden when running the report.

Note that, depending on the Report Interval, the actual start and finish date of the report may not match the reporting period exactly. For instance, if the reporting period is set to "Today" and the report interval is "Yearly" then when the report runs it will snap the start date to Jan 1 and the finish date to Dec 31 of the current year.

Due to the columnar nature of the report your date range may be restricted in order to avoid producing too many columns: large numbers of columns can adversely affect the system's performance. For instance, you won't be able to a report with a daily interval for a year as it would produce 365 columns and affect database performance adversely. You can bypass these limits by specifying a report filter, which will reduce the amount of data returned. The report will give you a clear message when you exceed a reporting period limit, and indicate to you which filter to set to increase the limit.

Report Interval

The report interval determines how the data is grouped into columns. For instance, a monthly interval for a report being run over the previous year would show 12 columns, one for each month. Possible values for the report interval are: Daily, Weekly, Monthly, Quarterly and Yearly.

Note that when the report runs it will always snap the start date and finish date to encompass complete intervals, regardless of the Reporting Period chosen. For instance, if the reporting period is set to "Today" and the report interval is "Yearly" then when the report runs it will snap the start date to Jan 1 and the finish date to Dec 31 of the current year.

Report Columns

The list of data columns by which to group or summarize the report data into rows (required). You can add or remove columns, and click and drag to change the column order. The list of columns is limited to data that can be recorded with time entries, such as employee and project values, timesheet custom fields, etc. You must have at least one but no more than 10 report columns.

Note that the report will automatically insert subtotal rows in the report if you select more than one type of column. For instance, if you have 2 columns, Project.Name and Employee.Name, then the report will insert a subtotal row after each group of projects. If you have 3 columns, Customer.Name, Project.Name and Employee.Name, then the report will insert a subtotal row after each group of projects and after each group of customers.

Summarize

Choose which timesheet hours data you want to total or summarize in the report. This can be All Hours, Work Hours or Leave Hours. If you choose Work Hours or Leave Hours you can optionally limit the hours to specific pay codes. For instance, if you choose only Over Time and Double then the hours totalled on the report for each interval column will be computed as SUM(Over Time + Double Time).

Submitted Filter

Use this filter to restrict the report to only hours for timesheets that are Submitted (locked), or only hours for timesheets that are Open (unsubmitted). By default all timesheet data is reported on, regardless of its submission status.