Report Properties

Standard Report Properties

When creating or editing reports you can set the following report properties (not all of the following properties apply to all reports):

Property

Description

Name

The report name or title, up to 80 characters.

Description

A description for the report, up to 255 characters.

Template

A read-only property that indicates which report was used as the template for creating this report.

Published

If checked then this report can be run by other employees. You can limit which employees can access a published report by clicking the button to the right of the check box and selecting the appropriate permission levels.

Publishing a report does not allow others to edit it - only the employee who created the report can subsequently edit it.

Page Size

The page size for the report. Reports are designed for easy and accurate printing, and this setting will determine how reports are paginated.

Orientation

The page orientation for printing, either Portrait or Landscape. For reports with many columns you will generally want to specify Landscape orientation.

Reporting Period

The default time period for the report. The reporting period can be overridden when running the report.

Report Columns

The list of data columns to display on the report. In addition to being able to add or remove any columns you like, you can also edit the column heading.

Sort Columns

The list of data columns to use for sorting. You can have multiple sort columns, and sorting can be ascending or descending.

Subtotal Columns

You can optionally show subtotals for any of the report columns (except for decimal or float columns, as subtotalling for these types of columns would not make sense). Subtotals will break up the report into sections with a subtotal for each specified subtotal column. You can have multiple subtotal columns if needed, but you may only choose from columns that are specified in the Report Columns property.

As an example, suppose your data looked like this with no subtotal columns specified:

Employee Project Task RT OT

------------------------------------------

Johnson, B. P1 T1 8.00 1.50

Johnson, B. P1 T1 8.00 0.00

Johnson, B. P2 T2 8.00 0.00

Swayze, P. P1 T1 8.00 0.00

Swayze, P. P1 T2 8.00 2.00

==========================================

Total 48.00 3.50

If you specified Employee.Name as the subtotal field then your report would look like this:

Employee Project Task RT OT

------------------------------------------

Johnson, B. P1 T1 8.00 1.50

Johnson, B. P1 T1 8.00 0.00

Johnson, B. P2 T2 8.00 0.00

------------------------------------------

Subtotal for Johnson, B.: 32.00 1.50

Swayze, P. P1 T1 8.00 0.00

Swayze, P. P1 T2 8.00 2.00

------------------------------------------

Subtotal for Swayze, P.: 16.00 2.00

==========================================

Total 48.00 3.50

If you also wanted to see subtotals for projects you would add the Project.Name column to the list of subtotal columns.

Employee Filter

If non-empty then the report will only show data for the Employees in the list. You can override this value when running the report.

In addition to specifying individual employees, you can also specify the following special employee filter values:

Filter	Description
(Self)	When you add "(Self)" to the Employee Filter only data for the currently logged-in employee will be shown (any other employees in the Employee Filter will be ignored). This is useful for allowing employees to run reports on only their own time entries.
(Approvees)	When you add "(Approvees)" to the Employee Filter only data for employees that the currently logged-in employee is an approver of will be shown (any other employees in the Employee Filter will be ignored). This is useful for allowing approvers to run reports on just employees they can approve. An approvee is any employee that the logged-in user is set as a primary approver of in the employee's profile.

Reporting Group Filter

If non-empty then the report will only show data for the Groups in the list. You can override this value when running the report.

Pay Code Filter

If non-empty then the report will only show data for the Pay Codes in the list. You can override this value when running the report.

Project Group Filter

If non-empty then the report will only show data for the Project Groups in the list. You can override this value when running the report.

Project Filter

If non-empty then the report will only show data for the Projects in the list. You can override this value when running the report.

Task Group Filter

If non-empty then the report will only show data for the Task Groups in the list. You can override this value when running the report.

Task Filter

If non-empty then the report will only show data for the Tasks in the list. You can override this value when running the report.