Create a report for time entry users

Reports that appear to time entry users via the Reports tab in the time entry tool are unique, and as such, are handled differently from the reports available from the administrative side of the software.

These time entry user reports are different in the following ways:

  • Users only get to see their own time and expense data.
  • No costs related to time entries are displayed. Expense costs are shown.
  • Only those reports that return employee time and expense information are available for time entry users. That is, reports that have an Employee List available in the report's Filters tab.

 

A number of reports are included by default, but you can always add more. If creating a new report, instructions are similar to building a new 'administrative' report.

Make a report available for time entry users:

Prerequisite:

  • The report must be Published.

  1. Go to Report Permission (Security > Report Permission).

  2. Click the Time & Expense Entry button.

    The reports already available to time entry users are already checked.

  3. Check the report to add.

  4. Click Apply (at the upper right).