Reports Management for Timesheet

• Employee Utilization for Task - Shows how much time each employee has utilized for each task within each project for a client within a selected date range. Also shows billable utilization.

• Project Budget and Actuals Reports - Reports how much money is spent compared to the total budget allocated to the project.

• Timesheet Tasks Report - List of Tasks and their dependence on Projects.

• Approval History Report - Information regarding Timesheet Approval History.

• DCAA Audits - Shows information regarding timesheet audits including history, DCAA audits etc.

• Timesheet Detail - Shows the details information about the time spent by each employees on various projects

• Organization - Contains reports regarding OfficeClip Employees and List of Holidays.

• Projects - Contains reports regarding Project Allocation and Project Rates.

To create new reports:

• Click HRM > Timesheet > Reports > New Report.
• In the Report General, fill up the report category, report type, report name and description if any. Then click Next.

  

• In Select Fields, the fields are columns in the report. This user interface allows selection of the fields you want to display in the reports.
  Attention: If more fields are selected than the page size permits, the additional fields will run over to the next page.

  

• In Configure Fields, the user can rename the fields in the Display Name column according to their requirements. Click or button to move the fields up or down the list; determining their order as you want it to display in the report.

  

• In Select Groups, you can set up the groups for various columns in the report. For example, Project or Task Name, the total number of hours, and count of the users are groups. Group totals can also be added at the bottom of the groups.

  

• In Permissions, when the reports are shared with customer portal users, they can only select filters that are specified in the Filter Permission screen. This will allow OfficeClip administrators to share reports, yet restrict data by limiting filters to a certain subset of data.

  

• Select Filters allow selection of a range of values based on some criteria. OfficeClip supports various types of filters for reports, and they vary by the category and type of the report. For example, reports can be filtered by date range, users, status, etc.

  

To view the Reports:

• Click HRM > Timesheet > Reports.
• You can see the list of reports. Click on the report you want to view.
• You can also Edit, Delete, Copy, Share, Schedule and Change Permissions of the reports with these icons from the Actions column.

  

• The users can export the reports to various formats like Adobe PDF (.pdf), Microsoft Word (.doc) and Microsoft Excel (.xls). Click on a report and then select a format from the toolbar to preview the report.

  

• To see the detailed description of how to edit, delete, change permission, etc., click here.

Reports can be scheduled so that they can be run at pre-determined times and emailed to Users. To view, the Scheduled reports click on the scheduled reports icon above the list of reports.

• To schedule reports, click on the Schedule icon in the Actions column.

  

• Enter the scheduling details of your report: daily, weekly or monthly, email address to whom the report is to be sent, and report format

  

• After finishing, click Save.

• To enter a New Schedule, click Clear Schedule to delete the existing Report Schedule.

These reports are shared with the customer portal users, who can only view reports in a restricted fashion (based on the filters they have been permitted to use). Shared reports can empower your customers, partners, and service providers to create reports for their specific needs based on the data they are allowed to access. To view, the Shared reports click on the shared reports icon above the list of reports.

To share a report, click on the icon on the report row in the actions column.

To see the detailed description of how to share reports, click here.

Scheduled reports display the list of all the reports scheduled at predetermined intervals to be emailed to OfficeClip users.

To see the detailed description of how to check the scheduled reports, click here.

Shared reports show the list of all the reports which can be edited.

To see the detailed description of how to check the list of shared reports, click here.

Roles and individual users can fine-tune report access permissions.

To see the detailed description of how to change permissions for the reports, click here.