The Report module will allow you to create table reports and extract your timesheet data to PDF, CSV (Spreadsheet) and Google Drive Spreadsheet.
While you can directly start using this module as-is, you may also have a look at the Export Settings module which allows you to set up the header, the footer and the paper format of your PDFs. The Export Settings module is available in your Settings screen (Available to Admin only).
The Report module can be used in your Dashboard but also on any company (customer), project or employee, the data being filtered accordingly.
First, add the module to the screen you want. Look for "Report" in the catalog.
The first step will be to define the type of information and the columns you want to be displayed in your report.
To access the advanced configuration of the module, simply click on the "Change this report" button.
The configuration panel will replace the current report.
You can decide to display information about:
Filtering on groups will allow you to filter the data displayed in the results of your report by groups or a selection of groups, using AND/OR conditions.
To add a filter on groups, start by clicking on the "Add a group to filter data" button.
A list of selectable groups will appear.
You can decide to select a group folder as well as any value in the group folder.
The group is now selected and data will be filtered to only display entities assigned to this group.
To remove the filter, simply click on the red cross icon in the top left of the group.
You can decide to refine your filter by adding new conditions to the existing one.
Simply click on the group box. A new list of selectable groups will appear.
Select the condition you want to use, AND or OR.
A AND means that all entities displayed in the results have to be assigned to both groups at the same time.
A OR means that all entities displayed in the results have to be assigned to the first group OR the second group.
Repeat the same process to continue adding more conditions to your filter.
Click on the Period button and a calendar pop-up will appear.
You can decide to select a certain type of period (Day, Week, Month, ...) by clicking on the D, W, 2W, ... at the top of the pop-up.
To select a specific time frame, click on D first, click on the first day of the time frame you want to choose, then on the last day.
The selected period will be displayed in your PDF export and will be used in the filename.
Select the output format you want and click on the corresponding icon.
Currently we support 3 formats:
The Google Drive Spreadsheet export is only available for Google Apps and Gmail users.
While you can use the module in any customer, project or employee screen to only display the data related to that specific entity, you also could directly filter the data with a few clicks.
Most of the entries appearing in the columns are clickable. Clicking on one of them will automatically filter the results appearing in the module to only display the entries specific to that entity.
A simple example. Let's assume you have a few columns displaying Employees, Customers, hours done ...:
Clicking on "Lucky Strike" will automatically filter all the results to only display the hours done on that specific customers.
Also note the "Lucky Strike" name that just appeared next to "All Hours" at the top of the table to easily go back to the previous selection.
When you use this module on the home page, it gives you all the data you have the right to see.
You can as well use this module in the page of:
In these pages the data are filtered, and show you only the data of the respective entity.