You can create a new report by either using the icon in the upper right corner or use the in the lower left corner of the Reports section of the portal. .

This will bring you to the Add Report form where you can enter the Report Name, Report Type, Report Frequency (daily, weekly, bi-weekly, twice monthly, monthly, or custom)

Highlights of This Form

Report Name
Report names should specify the use for that report, such as location, what’s being reported, and the reports fequency. For example, “Anderson Building Hours Weekly”

Report Type
Telephone Timesheets currently supports 30 different report types.

*To learn more about each report type, go the the Report Types section of the manual

Frequency
Here, you an select how often this report will run; you can choose between daily, weekly, bi-weekly, twice per month, monthly, and custom.

Only when I click run
When selected, this report will only run when initiated by an admin. Even when a frequency is selected the report still must be manually ran.

Automatically
When selected, this report will run automatically following the frequency you have selected.

*When a report is set to run automatically, you will need to set a time for the report to run and a timezone

Hours and minutes
When selected, time displayed in your report will display the hours and minutes. (ex. 4:30)

Decimal form
When selected, time displayed in your report will display hours and minutes in a decimal format. (ex. 4.5)

Report Owner (advanced options)
A report owner will have access to any report they are assigned to. A report owner must be a supervisor. You can select either an individual supervisor, or all supervisors by selecting “Any Supervisor”.

Share with Group (advanced options)
You can link supervisor groups to specific reports to allow access to members of this group to manage this report and view related records.

Share with Supervisor (advanced options)
You can link individual supervisors to specific reports to allow access to members of this group to manage this report and view related records.

Report Options
Here you can select additional information to add to a report.

• Enable pagination
  When enabled, reports will print with only one employee section per page.

• Include suspect time entries
  When enabled, time entries that may need manual adjustments will be displayed in the report. This would include any time entries that are very short in duration, very long in duration, or missing a check-out.

• Include employee pay rate info
  When enabled, employees pay rate information will be displayed within the report. For more information on employee pay rates, go to the Bill/Pay Rates Hierarchy section of the manual.

• Include vendor pay rate info
  When enabled, vendor pay rate information will be displayed within the report. For more information on vendor pay rates, go to the Bill/Pay Rates Hierarchy section of the manual.

• Include client bill rate info
  When enabled, client bill rate information will be displayed within the report. For more information on client bill rates, go to the Bill/Pay Rates Hierarchy section of the manual.

• Include employee notes info
  When enabled, employee notes will be visible in the report anywhere that includes time entry details.

• Include admin notes info
  When enabled, admin notes will be visible in the report anywhere that includes time entry details.

• Send text when report runs
  When enabled, any linked phone numbers to a report will be sent a text message whenever the report is ran.

• Send text when report runs
  When enabled, any linked emails to a report will be sent a email whenever the report is ran.

Filter Options
When applying filters to reports, only records matching those filters will be included in the report. For example, if you wish to run a report to view an individual employees time entries, you can apply a filter to only view time entries created by that employee. There is no need to select any filter options unless you wish to limit your reports to a subset of the available data.

• Employee Supervisors
  When enabled, all records assigned to any linked employee supervisor will be available in this report

• Job Site Supervisors
  When enabled, all records assigned to any linked job site supervisor will be available in this report

• Employees
  When enabled, all records assigned to any linked employee will be available in this report. Optionally, you can link employee tags. This allows for you to select tags rather than specific employees. For more information of tags, go to the Add Employee section of the manual.

• Jobs
  When enabled, all records assigned to any linked jobs will be available in this report. Optionally, you can link states where jobs are located. This allows for you to select jobs within a certain state rather than specific jobs.

• Client
  When enabled, all records assigned to any linked client will be available in this report.

• Vendors
  When enabled, all records assigned to any linked vendor will be available in this report.