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User Guide

Time-Track In Detail Report is available with Management or Accounting Extension only

Time-Track In Detail Report

Section Contents

Report Description

Time-Track In Detail report provides all time-track information including users' comments on the entered time.

To access Time-Track In Detail report interfaces, use sub-menu 'Time-Track In Detail' of the top-level menu 'Reports'.

Example of Time-Track In Detail report
(with two levels of data grouping)

Only the users who have the 'Generate Time Reports' access right may generate Time-Track In Detail report. Note that the users who do not have this right will not see the reporting interfaces at all.

Time-Track In Detail report has the following columns:

  • Customer
  • Project
  • Task
  • Billing Type
  • Date
  • User
  • Time Spent
  • Comments

You can group the report data by any column except 'Time spent' and 'Comments'.

If you have typical projects associated with different customers, you can group report data by project names. Your report will contain data related to each typical project.

If you have typical tasks present in a number of projects, you can group data by task names. You report will contain data related to each typical task.

Time-Track In Detail report allows you to select up to three levels of data grouping. For example:

  • Group results by customers (only)
  • Group results by users (only)
  • First group results by customers, then group by billing types
  • First group results by billing types, then group by dates
  • First group results by customers, then group by dates, and then group by users
  • etc.

actiTIME automatically calculates subtotals when grouping report records.

In addition to grouping report records by columns, you can join reported time and comments by tasks. In this case columns Date and User are hidden (if they are not selected as grouping options), and columns Spent Time and Comments contain aggregated values.

Example of Time-Track In Detail report
(with two levels of data grouping and comments joined by tasks)

You can also use plain report format if you need raw data.

Example of Time-Track In Detail report, plain report format

The following filters are available for Time-Track In Detail report:

  • Customers and/or projects - you can create a report for any subset of active and archived customers and projects registered in the system.

  • Date range

Generate Time-Track In Detail Report (HTML format)

To generate and view Time-Track In Detail report in HTML format follow the instructions below:

  1. Select option 'Time-Track In Detail' in the top-level menu 'Reports' to get to the report interface.

    Time-Track In Detail report form
  2. Specify parameters for the report to be generated.

    The report parameters include:

    • Customer(s) and project(s) to generate the report for:

      To see archived customers and projects in the customers and projects selector, set the 'Show archived customers and projects...' check box above the list of customers and projects.

      Customers and Projects Selector

      If you select a customer when option 'Show archived customers and projects...' is not selected, archived projects of this customer will not be shown in the report.

    • Report format - you can select the number of grouping levels to use in the report and whether you want to join comments by tasks.

      Report form shows you a preview of the report structure while you are selecting different report format options.

      The following formats are available for selection:

      • Raw data without grouping:

      • Report with 1 level of data grouping:

      • Report with 1 level of data grouping and comments joined by tasks:

      • Report with 2 levels of data grouping:

      • Report with 2 levels of data grouping and comments joined by tasks:

      • Report with 3 levels of data grouping:

      • Report with 3 levels of data grouping and comments joined by tasks:

    • Time format to be used in the HTML report - either decimal format (##.##) or hours/minutes format (HH:MM).

      This option is not applicable to the reports in CSV format. Reports in the CSV format always use decimal format for time-track data.

    • Date range

    Initially, just after your login to actiTIME, the report parameters are pre-set to the following options:

    • Customers and projects: All active projects of all active customers
    • Report format: Report with 2 levels of data grouping
    • Time format: as configured in the general settings
    • Date range: Current month

    After you have generated a report, the interface 'memorizes' its parameters and will pre-set them when you open the report page next time.

  3. When you are ready, submit the page by clicking 'Generate HTML Report' button at the bottom of the interface. The system will generate and show the report according to the specified parameters.

If you want to modify parameters of the generated report, click the link 'Change report parameters' above the table. This will return you to the page with report parameters. Modify them and generate the report again.

Export report data in CSV format

To export data of Time-Track In Detail report in CSV format follow the instructions below:

  1. Specify report parameters in the same way as for generating an HTML report (for more information see section Generate Time-Track In Detail report).

  2. When you are ready, submit the page by clicking 'Generate CSV Report' button at the bottom of the interface. The system will generate and return a file with report data in CSV format.

    Save the generated file. For examining exported data open the saved file in Microsoft Excel or any other spreadsheet software.

    Report records will be delimited by the field separator configured in the general system settings. You may need to change the field separator symbol if your spreadsheet software does not automatically split the report data in columns (for more information see section Adjust general system settings).

    In contrast to HTML reports, CSV reports always present time in the decimal format. This means that if HTML report shows spent time as "1:15", CSV report will contain value "1.25".

You can also export the report data to CSV format just after generating a report in the HTML format. To do that click on the 'Export to CSV format' link under the report. The system will generate and show you a new report in the CSV format using the same report parameters as in the previously generated HTML report.

If some data was updated in actiTIME after you had generated the HTML report, the CSV report may differ from the HTML report being viewed because it will include these data modifications.

See Also

Online Demo

Find out how actiTIME works at the online demo sites. There is no registration needed — you will be able to log in as one of the pre-configured users.

View demo

Installation Options

View demo

With actiTIME you may choose a deployment option that better suits your needs.

Support

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