tracking additional time sheet details from the reporter profile

Modified on Thu, 11 May 2023 at 02:24 PM


TABLE OF CONTENTS


Additional Time Sheet Details

There may be times you'll want to track the following time sheet details for reporting purposes:

  • Approved Hours: Most recent hours total of all approved Time Sheets. (Anything Other than a Blackout Date)

  • Pending Hours: The count of the most recent hours from all submitted Time Sheet that have not been approved.

  • First Date with Data: The first date that was submitted on any time sheet.

  • Most Recent Date with Data: This is the most recent date that data was submitted on an approved Time Sheet

Tracking in the Individual Reporter Profile

To view individual member details:

  1. On the left, in your Mission Control, click Reporters, Staff & Sites.

  2. On the right, click Create and manager reporters.

  3. Click the relevant reporter’s name.

  4. Open the Time Sheet Settings panel.


IMPORTANT: This data can be viewed for Reporters across templates. If your reporter has been assigned to one or more templates, this link will appear and you can either:

   • Show Metrics for Previous Templates, or;
   • Hide Metrics for Previous Templates



Tracking Data in the Time Sheet Reports

You can view this data for groups of Reporters in a Program-wide data or Site data Time Sheet Report. 


To get there, follow these steps:

  1. On the left, in your Mission Control, click Time Sheets.

  2. On the right, select either View program-wide data or View site data.

  3. On the next page, select the Time Sheet Template at issue.

    Note: After selecting the time sheet template from the drop-down, your Impact Suite will automatically pre-select this option on all relevant pages. Additionally, the system will remember your selection even after logging out and back in.

  4. At the bottom of the page, select Build Custom Reports.

  5. Under Select Data to View or Export, click on The Basics. You'll want to make sure you include one (or more) of the following details in this report:
    • Approved Hours

    • Pending Hours

    • First Date with Data: The first date that was submitted on any time sheet. 

    • Most Recent Date with Data: This is the most recent date that data was submitted on an approved Time Sheet.


For more information, see this article to run this report: custom reports: creating time sheet reports at the program-wide and site levels


    



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