23.6.8. Reports

OfficeClip reports provide a way of creating and managing reports online. Brief descriptions of all the report features are explained here.

A variety of reports can be generated for timesheets:

23.6.8.1. Category: 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.

23.6.8.2. Category: Organization

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

23.6.8.3. Category: Projects

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

23.6.8.4. Creating Reports

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.

[Warning] Warning

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. Clickorbutton 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, total number of hours, and count of the users are groups. Group totals can also be put at the bottom of the groups.

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

  • In Filter Permissions, when the reports are shared with extranet 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.

23.6.8.5. Viewing Reports

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.

  • All reports can be exported 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 and click Export to preview the report.

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

23.6.8.6. Scheduled Reports

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.

  • Enter the email address of the person to whom the report is to be sent and the report format.

  • After finishing, click Save.

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

23.6.8.7. Shared Reports

These reports are shared with the extranet 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.