Auditdesktop help

To access the Timesheets common report, open the Common reports
tab and click Timesheets.

Data

Select the records to be processed. The following timesheet reports can
be visualised (you must have the respective user
permission
levels):

Enter the period for which the data will be displayed and click
Report. The data
will be displayed in accordance with your selected conditions.

If you click the
button, the program
will show reports from the first available date. If you click
, it will show data
to the last entered record.

Analysis

The tab works together with the OLAP section. You can set up how to
group the data that will be analysed, reorder the columns, rows, and
values that will be visualised on the screen.

To save the setting that you have created:

  1. Click New
    settings
    .

  1. Enter the setting's name in the Name field.

  2. Click OK.

In the Diagram tab you can choose the diagram type that the program
will show on the basis of your selected data and settings.

The Data tab displays the contents of the cell that you have marked.

Export

To export data from the Data tab you must activate the Group by
client
option. In this way, you will export the data as a PDF file,
named after the selected client's name.

You can export the data table as an Excel file from the Analysis
tab.

  1. Click the
    Export button.

  1. In the Template field select the type of template.

  2. In the Folder field select the folder that the file will be saved
    in.

  3. Mark the Add "To date" to file name option if you want the file's
    name to include a date.

  4. Click Export.

E-Mail

To access the module for sending messages:

  1. Click Group by client.

  2. Choose a client (or several clients) and click the
    E-Mail button.

  1. Mark the template that you want to send. If you don't mark any
    template, the program will prompt you to do so.

  2. Click Select.
    The selected template will be added as an attachment in the Send
    email
    window.

Print

Data printing is done through the
Print button. If
you are in the Data tab, you will open the window for selection and
printing of templates
. If you click the button while working
in the Analysis tab, the program will print out the data table that
you are currently analysing.