The weekly timesheet report is a great tool to provide a synopsis of your activities in a given work week. For this exercise, it is good to establish (or confirm) the last day of the work week in the Company menu. It is also good to note that this report deals with PAY rate and not CHARGE rate for employees. These rates can be added (or modified) in the “Pay Rates” tab in the classification screen (Labor > Classifications).
To create a weekly timesheet report click Office > Reports > Weekly timesheet reports and exports.
This interface has four (4) main sections that collectively affect the reports you run, modify and export.
The “Filters” section controls what data is loaded and presented in the report. If you enter the end date, then click the lightening icon it will fill the start date for that work week.
You can also apply additional filters and limit your reports to only display records for the employee(s), selected in the “Limit employees” section. Just select the employee from the dropdown and click the append button (+) to add and remove button (-) to remove an already selected employee. Click ‘Load’ when you’re through setting your parameters.
The “Data Overview” section is rather self-explanatory and handles the logistics of the data. It has three distinct components that affect the validity and display of records.
The “Diagnostic” section basically displays validation messages for the data set for that period.
If there are no errors it will say “All records valid!”
If there are errors it will list the each error with the number of entries affected.
Just click the “Apply filter” button to pinpoint the records that need fixed. After fixing the errors click “Load” again to reload the records.
The “Options” section allows including/excluding certain details from the report. Be sure to select the “Use billing subsistence and travel pay” checkbox if that’s what you’ll use.
The “Summary” section operates as a pivot table and displays the results for the employees in that given week. Here you can drag fields to and from the report and also rearrange them to affect the output, per your convenience.
This example is broken down by employees, showing the number of records, total hours and total pay for each.
This example is broken down by employees then classifications, showing total hours and total pay for each.
The “Reports” section deals with the output from the details in the preceding sections. Here you’ll decide what element to separate your report by and choose whether to hide/show certain details on the report. Upon applying the settings in the “Display options” you can choose to preview the report and/or export to PDF.
