Report Options

The report options are used to specify the data used to generate the report as well as the layout.  The options available are dependent on the report type, user permissions and installation mode.

Type

When creating a report the first choice it the type of report.  The report type controls the other report options.

Dates

A report may use specific dates, a time frame or prompting for different dates to filter the data when the report is run.

Time frames can be used to make reports more reusable. When using a time frame, each time the report is run the dates used will be calculated by applying the time frame from the current date. For example: if you are required to submit a time report on the first of the month for the previous month, you can use the "Previous Month" time frame.  Every time you view this report, it will show the previous month.

With Prompt for Dates you will be prompted to enter the dates each time the report is run.

Users

A report can be run for All, Current user or Selected users.  To run a report of All or Selected users you must have the Create Multiuser Report permission.

Work items

A report may include All or selected work items.  Some reports have the option to include only the selected work items or to include the child work items of selected items.

Time reports may be additionally filtered to include billable entries, non-billable entries, work time or time off.

To do reports may be additionally filtered to include completed or outstanding entries.

Activities

Time reports may be filtered to include All or Selected activities.  Only time entries having a selected activity will be included in the report.

Expense Types

Expense reports may be filtered to include All or Selected expense types.  Only expense entries having a selected expense type will be included in the report.

Payment Methods

Expense reports may be filtered to include All or Selected payment methods.  Only expense entries having a selected payment method will be included in the report.

Grouping

Detail reports are grouped by one field with totals displayed for each value.

Summarize

Summary reports total entries into date buckets for one or two summary items.  The date summary can by day, week, month or total.  The summary items can be items such as work item type, user, activity, expense type, etc. depending on report type.

Totals and empty rows may be included or excluded.  Entries may be rolled up to parent items so that values for date buckets include the item and all child items.

Display Fields

Most reports offer a choice of additional fields to display.  Use the arrows, up and down to add, remove and order the fields in the report.

Fields in detail reports may distributed one more than one line by adding line breaks.  Layout may be adjusted by adding empty cells.

Options

You can change the look of the report by changing the page orientation and font. Select an optional image to include as a logo at the top of your report.

Share

In Enterprise mode, users with Share reports permissions may share a report with other users.  A report shared may only be modified by the report owner.  The report owner or the built-in administrator may change the report owner by right-clicking the report and selecting the Change owner menu item.

Name

Each report must have a name.  Once the report has been created, the name may be changed using the Edit | Rename menu item.