reviewing additional timesheet details for each reporter

TABLE OF CONTENTS

• Additional Timesheet Details
• Exporting from the Reporter Profiles Using Excel
• 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 Hours: The first date with hours that was submitted on any timesheet. 
  
  
• Most Recent Date with Hours: This is the most recent date with hours submitted on an approved Timesheet

Exporting from the Reporter Profiles Using Excel

To view individual member details:

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

2. On the right, click Manage reporter accounts.
   
   

3. On the right, use the More drop-down menu and select Export Reporters.
   
   

4. For How Should the Roster be Organized? choose By Reporters' Names.
   
   Choose the reporters you want to review and then click Select Fields to Include.
   
   

5. Open the Timesheet Settings panel.
   
   

6. In the Timesheet Details subpanel select your current program year.
   
   
   

7. This will produce a table with the selected details. You can export this to Excel by clicking Export.
   
   

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 Manage reporter accounts.
   
   

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 Hours: The first date that was submitted on any timesheet.
     
     
   • Most Recent Date with Hours: 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