FAQs
Help Topics
| Report Form |
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The Time Report Form allows you to create or edit a time report. The Name field specifies the report name and should be descriptive enough that users can tell what the report does. The Group field specifies the report group. On the time tracker list view, the available reports are shown in a list and are grouped by this value. The Summarize by User radio will group the time entries by user name.
Billable StatusThe Billable Status list allows you to select whether this report will display times that are marked as billable, not billable, pending, not billed, or billed. Times are pending when they are associated with an invoice but the invoice has not yet been paid.
For DayThe For Day list allows you to select the date(s) for which you wish to view times. For example, if I want to see times for the current month, I would choose "This Month".
If you choose "Selected Date" in the For Day list, the Date field will be added below the list. Clicking the calendar icon next to the Date field will allow you to set the year, month, and day for which time entries will be queried.
If you choose "Selected Date Range" in the For Day list, the From and To fields will be added below the list. Clicking the calendar icon next to the From and To fields will allow you to set the year, month, and day for which time entries will be queried.
Assigned ToThe Assigned To list determines whether the query filters time entries by user or company. Selecting "Anybody" will not filter by assignees. "Logged In User" will only return time entries for the person who runs the report.
If you choose "Selected Company" in the Assigned To list, the Company drop-down list will be added to the form. With this option, only time entries for users within the selected company will be displayed in the report.
If you choose "Selected Users" in the Assigned To list, the Manage Users button will be added to the form. When you add users to the report, their names will display below the Manage Users button. With this option, only time entries for the assigned users will be displayed in the report.
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