Timesheet Note Summary Report

The Timesheet Note Summary report provides summarized Timesheets with Timesheet Notes for a specific set of Resources over a designated number of weeks. Each Timesheet included in the report displays the Resource's daily allocated and actual time towards Projects. Below the Timesheet of each listed Project, the report reader can see the Timesheet Notes entered by the Resource.

Tip: After opening the report, the Timesheet Note rows may be compressed. Expand the size of the rows to view the full Notes.

The gray box next to each Timesheet Note indicates the type of Note. In the example above, Josh Norris has submitted a Daily Task Note and a Weekly Task Note for the "Stakeholder Research" Task on the "Architecture Design for New Water Plant" Project.

Also, Brady Tkachuk has submitted a Weekly Project Note for the "Architecture Design for New Water Plant" Project. Instead of a Task name, the gray box indicates that the Note was submitted directly to the Project.

Note: General Weekly Notes will not be displayed on the report.

Tip: For more information on each type of Timesheet Note, see Add and View Timesheet Notes.

 

To run the Timesheet Note Summary report:

Before You Start: Users will require the "Resource Reports - Allow" permission from an Application Policy to run this report. Additionally, users will require the "Profile Details - View" permission on at least one of a Project's Policies in order to include Timesheet and Timesheet Note entries against the Project in the report.

1. Select the Reports icon from the Navigation Menu.

   

2. Select Timesheet Note Summary from the list of Eclipse Reports.

   

3. Use the "Timesheet Note Summary" window to customize your Timesheet Note Summary report.

   

   • Title: Enter a custom name for your Timesheet Compliance report. The title will appear at the top of the report.

   • Format: Ignore this field for this report; the only available export option is a Microsoft Excel file.

   • Resources: Select which Resources will be included in the report by typing in the name of a Resource or Resource filter and selecting it from the drop-down menu. Repeat this until all of your desired Resources and filters have been added.

     Note: These are the same Resource filters that can be found on the Resource Search page. From here, users can create their own custom Resource filters that can be used in the report.

   • Start Date / End Date: Use the "Start Date:" and "End Date:" fields to determine the time period that the report will cover. The report will include Timesheets for every week included in the date range.

     Note: Even if the date range reaches a week by one day (for example, the "End Date:" date is the Sunday of a new week), the Timesheets for that week will be included.

   • Include Operations: Select this checkbox to include entries toward Projects set as "Operations" in the report.

4. Select the Run button.

   

After selecting Run, the report will automatically download onto your device as a Microsoft Excel spreadsheet.