If you have the required security privilege, you can run standard and custom timesheet reports from Timesheet Approval.
Standard reports are pre-defined reports and cannot be edited. Custom reports are defined by a timesheet administrator in the Project Management module and customized for your organization.
When you run a report as a resource manager, the report displays data for all resources whose timesheets you are responsible for processing. When you run a report as a project manager, the report displays data for those projects to which you have OBS access.
To run a standard report:
- Launch Timesheet Approval.
- Select the timesheet period for which you want to run a report.
Note: By default, standard reports always display data for the timesheet period you select in Timesheet Approval. If you select the current timesheet reporting period, the report will be blank.
- Click
above the Timesheet Table.
- In the list of Standard Reports, click the name of the report you want to run.
The report opens automatically in .PDF format.
- If you want to save the report, choose File, Save As.
To run a custom report:
- Launch Timesheet Approval.
- Click
above the Timesheet Table.
- Select the row of the report you want to run in the Custom Reports section, then click
.
The report Status changes to Pending. While the report is running, the Status changes to Running; when finished, the Status changes to Completed. When the report is finished, it automatically opens in HTML format.
Tip: To refresh the report's Status after you choose to run the report, click
. To cancel a Pending report, select the custom report row, then click
; you cannot cancel a report while the job is Running.
Note: A job service must be configured to run the defined custom reports. If no job service is configured, when you choose to run a report, the status will continue to be Pending.
- When the report is finished, click the link to the report name to view the report in HTML format. If you have the required security privilege, you can save the report.
Note: After the successful completion of a report job, the link to the report is available for one week.