Reports

Use Reports to display, save or print time, expense, cost or list type reports.

By default, the Reports view is available to all administrative users of the software. Those users who only have access to time and expense entry tools have their own version of the Reports view, which has a reduced set of reports and functions.

This topic only details how to run a report. For those users with the appropriate security rights, the report designer functions permit changes to be made to reports. You may also create a new report from scratch. These options are detailed in other topics (Modify a report, Create a new report).

To run a report:

1. Select Reports from the menu (Menu > Views tab > Reports).

2. Click on the Public, Private or My Favorites tabReports are categorized as either Public, Private or Favorite, and are organized using the tabs at the top of the view. Public Reports contains all reports that are available to all administrative users, while Private Reports are your own reports.

3. Locate the report to run and click its Run icon at the far left of the screen.

4. If prompted, select the projects, dates, currency, etc., from the filters presented and then click the Run Report button. Details on the various filters available are located below.

5. Use the available controls to print, page through, open as PDF or export/save the report (described below). If displayed in the toolbar, you also have the option to schedule the report to be automatically run and e-mailed.

Notes:

• The items that appear in filter lists (projects, tasks, etc.) in step 4 above are limited to only those items the user is permitted to view by their Security level and Limited Access.

• The Company Name shown in the report's footer is obtained from the text entered in the Company Name field in the Company Profile tab (Menu > Setup tab > Database Options).

• Your company's logo can be added to reports. See Setup > Database Options > Company Profile.

• Pie chart reports only show the 10 largest values as unique pieces. All additional values are grouped into an 11th piece labeled 'Others'.

• Bar charts:

• • If only 1 data set is selected as a column, then only the 5 top (highest) values are displayed in the chart as columns. All others are combined into a 6th column labeled 'Others'.

  • If 2 or more data sets are selected, then the report displays all as individual columns.

Lists: Select the projects, employees, tasks, etc., to report on. For some list filters, a checkbox is displayed permitting you to switch how the list is organized. Example, instead of listing all employees alphabetically, you can see the list grouped by teams. To select multiple items, select the items while keeping the Ctrl key pressed or use Shift to select a range of items.

Date filters: Expand the date filter to modify the date range used in the report.

Project Status list: Displayed on some project reports, select the project status to report on (Active, Finished, etc.).

Time/Expense Approval Status: To report on approved time, unsubmitted time or expenses, etc.

Currency: To view cost data in any of the enabled currencies. This is only available if Currencies have been enabled.

Custom Field option: Displayed for some items in the database, the Custom field lists any custom field entries for the type of item selected (time entry custom fields, employee custom fields).

See All Filters