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  1. Name
    A clear title for yourself and your team

  2. Report type
    The report type determines what the underlying data is that you’re reporting on. This article refers to ‘Timesheet’ types. If you want to build a custom ‘Payroll’ timesheet report, which includes more options such as summary rows, click here.

  3. Description
    Supporting detail for yourself and your team to understand the report purpose or usage

  4. Show column titles
    Includes your columns titles in row one of your report

  5. Timesheet configuration: ‘Group timesheets by'
    Include all timesheets rows or condense by data type e.g. group timesheets together that were tracked on the same day for a ‘daily summary’ of time and cost. Select multiple to add more detail e.g. group by date, location, task and rate for a ‘daily harvest summary’ of time and cost by property, activity and bin rate. Add columns as usual.

Adding columns

These are the columns that make up your report’s output. Each column has a name and a type. The column type determines what data you want in this column. There are a lot of types, and they all have a description of how they work.

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