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):
- Own - only your own records will be shown
- All - the records of all employees will be shown
- Clients - records will be shown ordered by clients
- Office - records will be shown ordered by office
- Projects - records will be shown ordered by projects that you
participate in - Group by client - the timesheets for each selected client will
be shown
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:
- Click
New
settings.
-
Enter the setting's name in the Name field.
-
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.
- Click the
Export button.
-
In the Template field select the type of template.
-
In the Folder field select the folder that the file will be saved
in. -
Mark the Add "To date" to file name option if you want the file's
name to include a date. -
Click
Export.
To access the module for sending messages:
-
Click Group by client.
-
Choose a client (or several clients) and click the
E-Mail button.
-
Mark the template that you want to send. If you don't mark any
template, the program will prompt you to do so. -
Click
Select.
The selected template will be added as an attachment in the Send
email window.
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.