Our new features and improvements to the Time Center will make creating, sharing, and exporting Time Reports faster and easier.
We've updated the interface for loading and exporting time reports, and optimized the process, making reports load 50% faster! You can now email reports instantly and set up automatic distributions to send Time Reports to your team. Scheduled reports can be sent weekly, monthly, or at the end of each pay period.
Learn about the features below!
Faster Report Loading
We’ve optimized the loading time for Time Reports, making them 50% faster. A report that previously took one minute to load will now take just 30 seconds!
Additionally, we've added a progress bar so you can easily track the remaining load time and see the progress as it happens.
Time Report Export by Email
We’ve added a new action to your Time Reports giving our users the ability to email time reports exports. These exports will always be delivered as a CSV or XLSX file. The contents of the report will depend on the filter and period applied before it has been emailed. Now, there is no need to wait for the report to be loaded on the screen before it can be exported.
Note: Custom exports cannot be emailed. Only users with Timecenter - Manage can view and export reports.
New Load Button in Time Center Reports
We added a new Load Button function to avoid unnecessary waiting time for users when loading a Time Report. Now, after selecting a template, users must click this button to load the report.
When updating the report details, be sure to load the latest version for the most accurate information. You will need to click Load Report to see the reflected changes.
Schedule Time Center Reports
Our new automated Reports feature can now streamline the reporting and distribution of time center reports. This feature allows you to schedule time reports to be sent to any group of SiteMax users at specific times.
Select recipients from the dropdown list, then set the cadence for sending the reports. You can choose a weekly or monthly schedule and specify the day of the week for distribution. Alternatively, you can opt to distribute the report at the end of a pay period.
To set the distribution for your Time Center reports:
Navigate to Time Center > Reports
Click on the report's Settings
Click on the Distribution tab
Here you can set the Distribution Status to Active
Select the Cadence and Users (recipients) for the distribution
Click on Save when done
Now your User will receive the PDF export of the report according to the specified schedule.
Note: To receive the PDF distribution, users must have any Time Center permissions
Time Report Sharing Permissions
You can now manage individual Time Report permissions for enhanced data privacy control. As the Time Report creator, you can adjust which users with Time Center permissions can view specific Time Reports, making reports visible only to selected users.
When viewing a Time Report, you will see a user icon to the left of the Manage Gear icon. Click on this icon to set up your report permissions.
You will find options to specify users' Partial View, Full View, and Manage permissions. Partial View allows users to see the report without financial details such as labor rates, and equipment or material values. Full View grants access to all fields, including financial details. Manage permissions include Full View access and the ability to edit the report.
By assigning users to each permission level, you override their default Time Center View permissions, restricting access to the specified users. Note that users with View permissions for Time Center will have Full View access to all reports that do not have specific permissions set.