Reports
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Reports


Pacific Timesheet supports over 50 different reports. Reports are customizable, allowing you to:



In addition, all reports can be output in HTML, PDF, CSV and Excel formats.


Timesheet Reports


Report

Description

Employee Hours

This report summarizes timesheet hours by employee. You can expand this report to further group hours by:

  • Pay Code
  • Project
  • Project Group
  • Reporting Group
  • Task
  • Task Group


Note that when creating a new Employee Hours report you can specify the special Employee Filter value "(Self)". When you add "(Self)" to the Employee Filter only data for the currently logged-in employee will be shown (any other employees in the Employee Filter will be ignored). This is useful for allowing employees to run reports on only their own time entries.

Pay Code Hours

This report summarizes timesheet hours by pay code. You can expand this report to further group hours by:

  • Employee
  • Project
  • Project Group
  • Reporting Group
  • Task
  • Task Group

Project Group Hours

This report summarizes timesheet hours by project group. You can expand this report to further group hours by:

  • Employee
  • Pay Code
  • Project
  • Reporting Group
  • Task
  • Task Group

Project Hours

This report summarizes timesheet hours by project. You can expand this report to further group hours by:

  • Employee
  • Pay Code
  • Project Group
  • Reporting Group
  • Task
  • Task Group

Reporting Group Hours

This report summarizes timesheet hours by reporting group. You can expand this report to further group hours by:

  • Employee
  • Pay Code
  • Project
  • Project Group
  • Task
  • Task Group

Task Group Hours

This report summarizes timesheet hours by employee. You can expand this report to further group hours by:

  • Employee
  • Pay Code
  • Project
  • Project Group
  • Reporting Group
  • Task

Task Hours

This report summarizes timesheet hours by employee. You can expand this report to further group hours by:

  • Employee
  • Pay Code
  • Project
  • Project Group
  • Reporting Group
  • Task Group

Timesheet Details

This report lists time entry details for a given date range. As there are many time entry fields available to report on, you will probably want to generate a custom version of this report to show only the information you are interested in.


Note that when creating a new Timesheet Details report you can specify the special Employee Filter value "(Self)". When you add "(Self)" to the Employee Filter only data for the currently logged-in employee will be shown (any other employees in the Employee Filter will be ignored). This is useful for allowing employees to run reports on only their own time entries.


Employee Reports


Report

Description

Employee Attendance

This report lists employees and the time they punched in.

Employee Details

This report lists employee details, such as email, phone numbers, etc.


System Reports


Report

Description

Audit Trail

This report lists audit events for the given date range.

Logins

This report lists employee logins (successful and unsuccessful) for the given date range.


Report Properties


When creating or editing reports you can set the following properties:


Property

Description

Name

The report name or title, up to 80 characters.

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.

Page Size

The page size for the report. Reports are designed for easy and accurate printing, and this setting will determine how reports are paginated.

Orientation

The page orientation for printing, either Portrait or Landscape. For reports with many columns you will generally want to specify Landscape orientation.

Reporting Period

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

Report Columns

The list of data columns to display on the report. In addition to being able to add or remove any columns you like, you can also edit the column heading.

Sort Columns

The list of data columns to use for sorting. You can have multiple sort columns, and sorting can be ascending or descending.

Employee Filter

If non-empty then the report will only show data for the Employees in the list. You can override this value when running the report.


The special filter value "(Self)" will limit the data to the currently logged-in employee. This is useful for allowing employees to run reports on only their own time entries. When "(Self)" is in the list all other values in the list are ignored, and you will not be able to override the filter when running the report.

Reporting Group Filter

If non-empty then the report will only show data for the Groups in the list. You can override this value when running the report.

Pay Code Filter

If non-empty then the report will only show data for the Pay Codes in the list. You can override this value when running the report.

Project Group Filter

If non-empty then the report will only show data for the Project Groups in the list. You can override this value when running the report.

Project Filter

If non-empty then the report will only show data for the Projects in the list. You can override this value when running the report.

Task Group Filter

If non-empty then the report will only show data for the Task Groups in the list. You can override this value when running the report.

Task Filter

If non-empty then the report will only show data for the Tasks in the list. You can override this value when running the report.