tracking additional timesheet details from the reporter profile

TABLE OF CONTENTS

• Additional Timesheet Details
• Tracking in the Individual Reporter Profile
• Tracking Data in the Timesheet Reports

Additional Timesheet Details

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

• Approved Hours: Most recent hours total of all approved Timesheets. (Anything Other than a Blackout Date)
  
  
• Pending Hours: The count of the most recent hours from all submitted Timesheet that have not been approved.
  
  
• First Date with Data: The first date that was submitted on any timesheet.
  
  
• Most Recent Date with Data: This is the most recent date that data was submitted on an approved Timesheet

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 Timesheet 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 Timesheet Reports

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

To get there, follow these steps:

1. On the left, in your Mission Control, click Timesheets.
   
   

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

3. On the next page, select the Timesheet Template at issue.
   
   Note: After selecting the timesheet 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 timesheet. 
     
     
   • Most Recent Date with Data: This is the most recent date that data was submitted on an approved Timesheet.

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