5 – Reports

The purpose of this page is to provide a facility to generate useful reports on all aspects of work for the business.

There are 7 sections of interest in this Section:

1 – User

2 – Projects

3 – Jobs

4 – Charge Code

5 – Start Date

6 – End Date

7 – Generate Report

 

Figure 5 - Reports

 

5.1 – User

This dropdown box contains a list of users that are currently in use on the timesheeting system.

Provides a field to allow the selection of a user or users that have been registered on the timesheeting system.

Select the relevant User or [All Users].

Note – [All Users] is the default setting. It is useful for generalised reports.

5.2 - Projects

This dropdown box contains a list of projects currently available on the timesheeting system.

Provides a field to allow the selection of a current Project.

Select the relevant Project or [All Projects].

Note – [All Projects] is the default setting. This setting is useful for generalised reports.

5.3 – Jobs

This dropdown box contains a list of all jobs currently stored in the timesheeting system.

Provides a field to allow for the selection of a current Job.

Select the relevant Job or [All Jobs].

Note – [All Jobs] is the default setting. This setting is useful for generalised reports.

5.4 – Charge Code

A set of 5 radio buttons that list the charge codes from the timesheeting system.

Provides a field to allow for the selection of a single charge code.

Note – There is no default selection here. It should be left cleared to allow for a more generalised report.

5.5 – Start Date

Provides a field to allow for the entry of a valid start date for reporting purposes.

Enter a valid date.

Note – Used in conjunction with Section 1.5.6 – End Date. See below for more details.

5.6 – End Date

Provides a field to allow for the entry of a valid end date for reporting purposes.

Enter a valid date.

Note – Used in conjunction with Section 1.5.5 – Start Date. See above for more details.

5.7 – Generate Report

The [Generate Report] button is the activation mechanism for the final output.

Press this button when you are ready to view your report.

Note – Only use this when you have completed your selections.