Managing Reports

From WikiTSheets

This page is part of the TSheets User Guide

Reporting is one of - if not the - most important features that TSheets provides. These reports calculate the total hours accrued by any given individual, Job Code, Group(s) or even for your entire organization. Reports can be run to represent any date range you determine and can be sorted, organized and viewed in the best way for your organization. Employees also have access to check their own Personal Timesheet Reports.

Contents 1 Run a Report 1.1 How To 2 Download Reports 2.1 How To

Run a Report

Follow the instructions below to run a timesheet report that you can use for payroll, personal use, records, etc. You will be able to view an online version that will show you a shortened version of all of your employee's timesheets at a glance. To expand them and view the full reports simply expand them individually by clicking the expansion icon next to the employee's name or click the expansion icon at the top of the reports page.

How To

1. Select "Timesheet Reports" from the main menu (this will bring up a new window).
2. Determine and adjust the date range for which you would like to create a report.
3. Type the Username of the employee you would like to generate a report for in the box next to "Employee:" By leaving this box blank, a report will be generated from information on all of the employees.
4. Click on the "All Groups" link to select the individual Group for which you are running the report.
5. In the Drop Down box next to "Job Code:" select the individual Job Code for which you would like a report.
   *if you wish to generate a report for your entire organization leave the "group" and "job code" options set to their default
6. Select the format that you would like total number of hours to be displayed (ie. hours and minutes or decimals).
7. Determine if you want your report sorted by First or Last name.
8. Determine if you want your report sorted by Groups or not.
9. Select the "View Report" button towards the bottom of the gray menu

Download Reports

TSheets allows you to download all of your reports in one of three ways (or all three if you would like). You may choose a PDF file, a regular CSV file or a basic CSV file. These CSV files can be opened by any spreadsheet program, such as Excel. This spreadsheet can then be uploaded to your payroll software, dependent upon the software that you are using. TSheets also allows you to download your reports in a format that can be uploaded to your QuickBooks program with our Quickbooks Integration.

How To

1. Select "Timesheet Reports" from the main menu (this will bring up a new window).
2. Determine and adjust the date range for which you would like to create a report.
3. Type the Username of the employee you would like to generate a report for in the box next to "Employee:" By leaving this box blank, a report will be generated from information on all of the employees.
4. Click on the "All Groups" link to select the individual Group for which you are running the report.
5. In the Drop Down box next to "Job Code:" select the individual Job Code for which you would like a report.
   *if you wish to generate a report for your entire organization leave the "group" and "job code" options set to their default
6. Select the format that you would like total number of hours to be displayed (ie. hours and minutes or decimals).
7. Determine if you want your report sorted by First or Last name.
8. Determine if you want your report sorted by Groups or not.
9. Select the "View Report" button towards the bottom of the gray menu
10. Once your report has appeared you will see 4 options at the top of the screen; three in one column and another box that has a QuickBooks logo (if you have the QuickBooks integration installed).
    *If you have approvals installed as well, and some of your time is not approved, you will be alerted at the top of the screen and a few of your export options will be grayed out
11. You may click on whichever form you prefer to download your reports in (CSV or PDF).

HINT: If you're looking for an easy way to condense the information, using as little space or color as possible (though this isn't recommended) you may simply click near the first word of your report, and hold down as you scroll to the bottom, thus highlighting the entire page. Copy the information and paste it into a notebook program (not a word processor). From there you should be able to see that everything lines up almost perfectly, but it has the wage information as well as keeps everything back to back without any specialty graphics.