The Timesheet Assignment Data Source allows you to create focused reports on User Timesheet Assignments and their corresponding submission and approval Workflows. Using Views such as Timesheet Assignment, Timesheet Summary, and Workflow History, you can build reports to track who is assigned to submit timesheets, monitor submission statuses, and audit workflow changes. This Data Source is useful for ensuring compliance with time reporting policies, managing User accountability, and analyzing timesheet process trends across the organization.
This article lists all the Fields available for each View currently supported under the Timesheet Assignment Data Source in Upland Analytics.
When creating a report, select this data source to access the Views described below. Click any View name to see its available Fields and descriptions.
- Timesheet Assignment
- Timesheet Summary
- Timesheet Workflow History
- Timesheet Workflow History Modified By User
- User
Note: This page is being updated as new information becomes available.
Timesheet Assignment
Timesheet Assignment
| Field Name | Description | Type |
|---|---|---|
| Timesheet Assignment Assigned User | User name of the User who should act upon the entries in this Timesheet. If the Timesheet is assigned to more than one User, each user name is displayed on a separate line in the report. |
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| Timesheet Assignment Assigned User Email Link | Email address of the User who should act upon the entries in this Timesheet. |
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| Timesheet Assignment Type | Displays the Assign to value from the Workflow Assignment Rule. |
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Timesheet Summary
Timesheet Summary
| Field Name | Description | Type |
|---|---|---|
| Timesheet Assigned To | This is the name of the User(s) assigned to the current State of the Timesheet. If more than 1 User is assigned, they will be separated by a --. |
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| Timesheet Document Count | This is the number of documents attached to the Timesheet. |
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| Timesheet Is Approved | This defines whether the Timesheet is approved. This will show 0 (for not approved) or 1 (for approved). |
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| Timesheet Is Completed | This defines whether the Timesheet is completed. This will show 0 (for not completed) or 1 (for completed). |
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| Timesheet is Final | Displays Yes/No to indicate if Timesheet Is Final or not. |
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| Timesheet is Read Only | Displays Yes/No to indicate if Timesheet Is Read-only or not. |
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| Timesheet is Rejected | This defines whether the Timesheet is rejected. This will show 0 (for not rejected) or 1 (for rejected). |
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| Timesheet Link | This is the Timesheet Period with a link to the corresponding Timesheet edit page. |
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| Timesheet Note | This is the Timesheet Notes. If multiple Notes exist, they will be separated by a ---. |
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| Timesheet Period End | This is the End date of the Timesheet Period. |
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| Timesheet Period Start | This is the Start date of the Timesheet Period. |
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| Timesheet State | This is the current State of the Timesheet. |
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| Timesheet Template | This is the Name of the Timesheet Template. |
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| Timesheet Workflow | This is the Name of the Workflow associated to the Timesheet. |
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| Timesheet Workflow Version | Displays a number indicating the version of the workflow. |
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Timesheet Workflow History
Timesheet Workflow History
| Field Name | Description | Type |
|---|---|---|
| Timeheet Workflow History Source State | Displays the State from which the Timesheet was transitioned from. |
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| Timesheet Workflow History Action | Displays the transition that was used to move the Timesheet from the source State to the destination State. |
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| Timesheet Workflow History Date Modified | Displays the date and time when the transition was made. |
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| Timesheet Workflow History Destination State | Displays the Workflow State to which the Timesheet was transitioned to. |
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Timesheet Workflow History Modified By User
Timesheet Workflow History Modified By User
| Field Name | Description | Type |
|---|---|---|
| Timesheet Workflow History Modified By User First Name | Displays the First name of the User that performed the Action. |
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| Timesheet Workflow History Modified By User Last Name | Displays the Last name of the User that performed the Action. |
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User
User
| Field Name | Description | Type |
|---|---|---|
| User Address | This is the Address of the User. |
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| User Alternate Phone | This is the Alternate Phone number of the User. |
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| User Alternate Role | This is the Alternate Role of the User. When user has multiple roles, they are displayed as concatenated with -- |
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| User Business Phone | This is the Business Phone number of the User. |
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| User Can Report On Any Client | This defines whether the User can report on any Client (Yes/No). |
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| User Can Report On Any Group | This defines whether the User Can Report On Any Group (Yes/No). |
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| User Can Report On Any Project | This defines whether the User Can Report On Any Project (Yes/No). |
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| User Can Report On Any User | This defines whether the User Can Report On Any User (Yes/No). |
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| User Date Created | This is the date and time when the User account was created. |
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| User Date Modified* | This is the date and time when the User account was last modified. |
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| User Description | This is the Description of the User. |
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| User Email | This is the Email address of the User. |
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| User Fax | This is the Fax number of the User. |
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| User First Name | This is the First Name of the User. |
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| User Gender | This is the User Gender. |
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| User Hire Date | This is the Hire Date of the User. |
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| User Holiday Set | This is the holiday set of the User. |
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| User Id | This is the Id of the User. |
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| User Is Active | This defines whether the User is Active (Yes/No). |
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| User Is Decommissioned | This defines whether the User is Decommissioned. This will show 0 (for not decommissioned) or 1 (for decommissioned). |
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| User Is Suspended | This defines whether the User is Suspended. This will show 0 (for not suspended) or 1 (for suspended). |
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| User Language | This is the Language of the User. |
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| User Last Evaluation Date | This is the Last Evaluation Date of the User. |
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| User Last Login Date | This is the date and time when the User last logged into the system. |
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| User Last Name | This is the Last Name of the User. |
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| User Logon Name | This is the Logon Name of the User |
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| User Mobile | This is the Mobile phone number of the User. |
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| User Name | This is the User Name (Last Name, First Name). |
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| User Next Evaluation Date | This is the Next Evaluation Date of the User. |
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| User Pager | This is the Pager number of the User. |
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| User Payment Method | This is the Default Payment Method of the User. |
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| User Primary Role | This is the Primary Role of the User. |
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| User Resource Type | This is the name of the (current) Resource Type. |
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| User Resource Type Id | This is the Id of the (current) Resource Type. |
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| User Security Role | This is the Security Role of the User. |
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| User Service Date | This is the Service Date of the User. |
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| User Termination Date | This is the Termination Date of the User. |
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| User Title | This is the Title of the User. |
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| User Type | This is the Type of the User. |
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Note: User Date Modified refers to the date when any changes are made to the User properties found in the Details tab, including its General, Personal, and Security sub-tabs. Modifications can include entering or selecting a new value for a field, updating, or deleting an existing value. This also covers changes made to associated User Defined Fields within the Details tab and its sub-tabs. It is noteworthy to mention that the User Date Modified fields are also triggered when a User Profile is saved without any modifications.