Reports are helpful for determining how time is utilized throughout your organization and for reviewing project costs and client billing. You can generate reports to review detailed or summarized data. UNItekTIME allows you to create highly-customized reports to assist with tracking and management of time, expenses, users, and projects. Reports can be viewed within UNItekTIME or saved to a PDF or Excel (CSV) file.
A number of default reports have been installed with UNItekTIME; refer to Default Reports for a list of these reports and their uses. You can run these reports without modification, or customize these reports.(see Bottom)
If you are running a text report with Summary Options selected, choose the Data Display Style:
- Detailed: each report entry will display in a separate row. Plus, a summary row will display for each row grouping and for the report as a whole.
- Consolidated: only summary rows will display – for each row grouping and for the report as a whole
The best way to start learning which reports work best for you is by viewing the report previews and running test reports.
Reports can be launched by clicking on
[My Reports] icon in the left navigation menu.
Report Home Page:
Parts of Report:
- Filter option of report. These filter options are available in all reports. Just select your required filter and click on [Generate Report] button to get report output.
- Report toolbar. Report toolbar has options of exporting reports and page navigation buttons.
- Report output. Actual report output based on selected report filter.
Running a Report
To run a report:
- Navigate report home page by clicking on [My Reports] icon in the left navigation menu.
- Select Reports from report page which you want to run.
- Just select your required filter and click on [Generate Report] button to get report output.
Exporting a Report
To export a report:
- Generate Report.
- Report toolbar has options for exporting reports.
- Select your desired exportable format [PDF, HTML, XLS, RTF].
- Click on [Export] icon just right on exportable format drop-down.
Printing a Report
To print a report
- Generate Report.
- Report toolbar has options for exporting reports.
- Click on [Print] icon in report toolbar to print currently selected reports.
Report Customization:
This feature allow users to edit Name, Fields, grouping and layout of report. Each report can be customized according to organizational needs. To customize any report please click
Customize link against required report. For Understanding Report Customization or creating new report, please review
Understanding Report Designer.
Report Permission:
This feature allow users to access and modify reports according to Roles assigned in their profile.
Each report has its own set of permissions which can be modified according to organizational/Role needs.
Report Permission in detail:
- Show Report: This is basic permission which allow User to see this report in My Reports. If check is not applied, user will not be able to see that particular report in My Report Grid.
- Allow Customization: This permission give access to the Customization option in My Report for only that particular report (See Understanding Report Designer for Customization). Show Report check is mandatory if this check is enabled.
- Allow All: This permission gives access to view all employees in the organization.
- Allow Own Report: This permission gives access to user to view his/her own report.
- Allow Own Team: This permission gives access to user to view his/her own Team Report. For Example if he/she is the team lead or PM in any project, user can view their teams’ report.
- Allow Own Project: This permission give access to user to view his/her own Project Report.
- Allow Own Sub-Ordinates: This permission give access to user to view Report of those employees of whom he/she is Employee Manager.