Permissions
Always remember to ensure the correct people have the appropriate permissions to access your company and project materials. This can be done per individual or by applying Permission Templates.
In order to access Reports, users will need Manage permissions for Timecenter
Build detailed custom reports containing just the data you need. Quickly create report templates and export them as a CSV, XSL, or PDF file for your records. Create personalized templates for departments or purposes. An example of a report that you can create would be a report for Payroll, Attendance, or Supervisor Report.
How do I create Time Center - Custom Reports?
Navigate to the Time Center from your dashboard.
Click on the "Reports" tab within the Time Center interface.
Locate the "+" (Add Template) button and click on it. This action will take you to the "Create Report Template" page.
Things I Can Customize
1. Formatting
1. Formatting
Customize how you want your attributes to display in the report. Choose your preferred format for Time, Date, or Name.
2. Cost type
2. Cost type
Decide whether you want a Labour, Equipment, or Material report or all three
3. Exclude from Report
3. Exclude from Report
Choose to not include certain attributes into the like "Work Type" or "Cost Code"
4. Building your report
4. Building your report
The "Columns" and "Group By" sections are where you build your report. This is where you select which data to include in your report. You will find most classifications or statuses here as part of your report.
To add an attribute, open the "Columns" section, and click on a crossed-out Eye symbol. Once the eye is a solid colour, it will be present in your report. Otherwise, it will not be visible in your report.
You'll also be able to calculate totals for certain items, such as Hours, Material Quantity, Payable, and Billable by clicking on the (f)unction icon. Shown in the image below. By selecting this icon, this will automatically show the total cost in your report.
You can get a better view of all the attributes you can include in a report by clicking the icons highlighted in the image below.
Once you have clicked the icon, you will see a list of all the attributes that you can use to build your report. Here are all the attributes that are found under "Columns".
When you have selected your attributes for your report, you can choose which data you want to be the focus of your report with the "Group By" option. It will separate each attribute with a colour.
5. Column Ordering
5. Column Ordering
You can change the ordering of Columns by dragging your items using the "Lined" icon to the right of the "Eye" icon. Items above other items will appear before them in the list.
6. Visibility
6. Visibility
Choose who can view your custom reports, and how much visibility they have.
With Partial View, users will be able to view the report, minus the financial details, while Full view gives users the ability to view the full report in its entirety.
Exporting
Finally, once you have created a report, you can then export it to a file. You can either export the information in CSV, XLS, PDF format.
