add reporter profile data to custom time sheet reports

Modified on Thu, 22 Feb 2024 at 09:42 AM

TABLE OF CONTENTS

Getting to the Time Sheet Custom Report Building

Reporter Profile data is available in all Custom Time Sheet Report types.

On the left, in your Mission Control, click Time Sheets.
On the right, select either View program-wide data or View site data.
On the next page, select the Time Sheet Template at issue.
At the bottom of the page, select Build Custom Reports.
On the next page, choose which type of report you would like to build.
If you have chosen View site data, you will have the option to select the site or sites you are assigned to.
For Program-wide date, please go to the next step.
On the next page, Select Data to Export. You can choose as many data points as you’d like.
Then, use the Select Site Breakout Options, to tell the system what site data (if any) you would like on your report.
Next, Select One or More Reporters by choosing either:
1. Include all relevant reporters.
2. Select specific reporters.
Add Reporter Profile Data to the Report, by choosing Add profile data.
Select the reporter profile data you would like to include. (Note: Your Time Sheet Association will automatically be selected.)
Use the Select a Time Period section to select the time period that the report should include.
Choose your report format by clicking View Data or Export Excel.
Note: View Data will only be available for the Totals Report.

When you elect to include reporter profile data in your time sheet exports, you can view on screen (Totals Reports only) and/or export to Excel.

Here's an on-screen view on the Totals Report with reporter profile data included:

Here's an example of what the Excel worksheets will look like.