On the team reports dashboard, you have the following graphs available:
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Total team time
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Top ten tags used
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Top ten applications used
The graphs are able to be filtered by users (4) and date (1). The total team time bar graph can also be toggled to view by:
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Date of Activity: (2) this means you will see the time posted by selected team members which happened in the specified date range
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Date Submitted: (2) this means you will see the time that was posted in the selected date range but the entries could have been captured at any date outside of this date range
The different views for the team timesheets make it easy to manage both full time and contract team members. For contract or hourly rate, team members you can easily view their posted hours as they are submitted, rather than as they are performed. This means that if a team member ever posts sometimes late, for example after a pay cycle, it can easily be captured in the next cycle by using the 'view by date submitted' toggle.
You can also use groups to filter (4) your graphs quickly by a selection of team members. To create a group, simply select all the team members you would like to include in the group and click 'save the selection as a group' (6) below the list.
Inactive users will by default be filtered out of the view, however, to view their details select show inactive users (5) and you will then be able to view them in the list of users and select as usual.
Exporting individual and whole team reports
To export a team report, select the date range (1) and the selection of team members (4) you wish to export the report for. Then click on the download report icon (7) in the top right corner of the total team time bar graph. You will then get a pop-up window that allows you to filter the report by a specific tag if desired. Once you click 'submit' the report will generate and you will receive an on-screen link to download as well as an email containing the requested report.
To export an individual report, you can use the icons that appear in the team members bar graph (3).
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The magnifying glass icon lets you view the individual timesheet
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The PDF icon allows you to download the individual PDF report, based on the date range already selected. A pop-up window also allows you to filter this PDF report by a specific tag (or tags) prior to downloading.
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The CSV icon allows you to download the individual CSV report, based on the date range already selected. A pop-up window also allows you to filter this CSV report by a specific tag (or tags) prior to downloading.
Report Types
CSV/Excel Detail Report Example:
firstName | lastName | userTimeZone | segmentHourLocal | segmentHourUtc | appName | windowTitle | durationSec | userGroups | totalGroupTime | groupName | groupID | description | numberOfTags | tag1 | tag2 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
alexander.pacific.1@practiceinsight.io |
Alexander |
Pacific1 |
UTC |
2018-08-13 09:00:00 |
2018-08-13 01:00:00 |
Slack |
Slack - Thompson & Peters LTD |
562 |
N/A |
7545 |
Case preparation |
5b7e2d074cbfa00001d244fc |
Case preparation |
1 |
78201-P14363EPPC |
|
alexander.pacific.1@practiceinsight.io |
Alexander |
Pacific1 |
UTC |
2018-08-13 09:00:00 |
2018-08-13 01:00:00 |
Microsoft Outlook |
Re: Inquiry Our Ref: P14059CAPC-QP7CG |
449 |
N/A |
1 |
P14059CAPC-QP7CG |
|||||
alexander.pacific.1@practiceinsight.io |
Alexander |
Pacific1 |
UTC |
2018-08-13 09:00:00 |
2018-08-13 01:00:00 |
Microsoft Word |
Ref P118227DE - Proposed response to Office Action: P13524DE00-NC3MM |
307 |
N/A |
P118227DE |
P13524DE00-NC3MM |
2 |
P118227DE |
P13524DE00-NC3MM |
CSV/Excel Summary Report Example:
firstName | lastName | startDateHourUtc | endDateHourUtc | postedHours | userGroups | |
---|---|---|---|---|---|---|
amy.pacific.1@practiceinsight.io |
Amy |
Pacific1 |
31/07/2018 16:00 |
01/09/2018 15:00 |
46.18 |
General Law, Patents Dept, Trade Marks |
charles.pacific.1@practiceinsight.io |
Charles |
Pacific |
31/07/2018 16:00 |
01/09/2018 15:00 |
36.73 |
N/A |
alexander.pacific.1@practiceinsight.io |
Alexander |
Pacific |
31/07/2018 16:00 |
01/09/2018 15:00 |
36.6 |
N/A |
Individual PDF Report Example:
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