| Field | Description |
|---|
| Report Name
|
You can leave the report name as is or enter a name in this field.
|
| Create Activity
|
To create activities in the Activity Manager when you generate the report, select this check box.
DPS displays the Activity dialog box so that you can enter information about the activity, including its type (email, phone call, meeting, touchpoint, and so on), primary contact, and date/time.
DPS creates an activity for each record included on the report.
|
| Report Format
|
To generate a compact version of the report, select
Summarized.
To generate a more detailed version of the report, select
Detailed. The detailed version displays work breakdown structure element names, such as project names, along with the numbers. You also have the option to include timesheet comments and client names.
|
| Time Frame
|
To generate a report that displays individual employee timesheets for a single timesheet period, select
Timesheet Period Ending and select the period in the associated field.
To generate a report that displays individual employee timesheets for each period in a range of timesheet periods, select
Timesheet Period Ending Range and select the beginning and ending periods in the two associated fields.
|
| Include Timesheet Comments
|
Select this option to display comments from timesheets.
This option is only available if you select
Detailed under
Report Format.
|
| Include Signed/Approved
|
Select this option to display the names of the employees who signed the timesheet and approved the timesheet.
|
| Include Client Name on Detail Report
|
Select this option to display the name of the client associated with each timesheet row. This option is only available if you select
Detailed under
Report Format.
|
| Include Employee Organization
|
Select this option to display the employee's organization.
|
| Include Revisions
|
Select this option to display all audited revisions to timesheets for employees for whom revision auditing is enabled. This option is only available if timesheet revision auditing is enabled for your company in Time Settings.
|
| Include Revision Explanation
|
If you select
Include Revisions and also want to display the explanations entered for the revisions, select this option. This option is only available if timesheet revision auditing is enabled for your company in Time Settings and if you select
Include Revisions here.
|
| Include Timesheet Units Quantities
|
Select this option to display unit quantities entered on timesheets. This option is only available if
Enable unit quantities feature is selected for the company in Time Settings
|
| Timesheet Status to Include
|
To filter the report based on timesheet status, use the lookup to select the statuses that you want to include. If this field is blank, the report does not exclude any timesheets based on status.
|
| Only Include Timesheets for Projects
|
To filter the report to display only timesheets that contain time for specific projects, select the projects from the Project lookup. The project filter is only used to select the timesheets. It does not filter the timesheet detail. For the included timesheets, the report displays detail for all projects.
If you filter by project, the report sorts and groups timesheets by project, with a page break between projects. and then by employee and timesheet period for each project. If you do not filter by project, the report sorts and groups timesheets by employee and timesheet period, with no page breaks.
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