Reports screen

Availability

Overview

Reports screen layout

The Reports screen consists of the following elements:

Element	Description	Designation
Add Report control		Available on the Custom tab only. Use it to add a new custom report.
Custom tab	A tab listing available custom reports.	Use the tab to open a custom report you need (for details see Custom reports tab subsection below) or create a new one.
Common tab	A tab listing available common reports.	Use the tab to open a common report you need (for details see Common reports tab subsection below).

Permissions

To access the custom reports, the Access report generator permission is required in ones' access level.

To access the common reports, the Access common reports global permission is required in one's access level. 

Adding a report

Use the control to start creating a new custom report. See Report generator for the procedure. 

Publishing/unpublishing a report

Report visibility & availability

By publishing a report, you make it visible and available on Dashboard. The difference between report visibility and availability on Dashboard is that in the former case a report is actually on display on Dashboard, whereas an available report may be not actually visible but is kept on the Dashboard quick access list. See Dashboard to learn more.     

To publish a report:

1. Check off the report's checkbox in the Published column.

To make a report available on Dashboard, see Report Generator > Making available a report on Dashboard.

Unpublishing a report

To unpublish a report, clear the report's checkbox. The is will result in the report being removed disappearing from displayed Dashboard widgets. However, the report will still be available, i.e., kept on the Dashboard quick access list.  

Report published status & visibility

There are three situations linked to report published status / dashboard visibility: 

1. The report publish status can be verified by the state of the report's checkbox in the Published column on the Reports screen.
2. To remove the report from the widgets currently on display on Dashboard, clear the checkbox in the Published column. The report will cease to be displayed on Dashboard but will remain on the list of available widgets (quick access list).

Custom reports tab

The reports listed in this section of the screen are created using Report generator.

General View

The Reports screen looks as follows:

Report list

The reports are listed in alphabetical order. Left of the name of a report is an icon signifying its type, as follows: 

Columns

The columns available on the Custom tab are summarized in the table:

Column width

The width of the columns can be adjusted.

To adjust the width of a column:

1. Hover over the right border of the heading cell of the column you want to adjust. 
2. As the cursor changes into , press the left mouse button and holding it down move the mouse  left or right until you get the desired width.

Column freezing

You may occasionally have the need to scroll the screen horizontally. To have a column remain attached to the right side of the screen and never disappear when the screen is scrolled horizontally, you can use column freezing.

To freeze a column:

1. Hover over the heading of the column you want frozen.
2. Click .
3. Select Freeze column. 

Row controls

The following controls are available on hovering the mouse pointer over a row.

Control	Description	Comment
Edit		Click to open the report in editing mode.
Delete		Click to delete the report permanently.

Common reports tab

The tab contains canned reports as follows:

• Time Logs Summary Report
• Person Summary
• Detailed Time Sheet
• Billing Report
• Payroll Report