Work Report by Employee

This report details all activities entered in projects belonging to selected clients over a specific date range. It shows whether the activities have been approved

To open the report setup screen, open the Reports view in the left-hand pane.

Click Project in the left-hand pane.

Click Job Report in the left-hand pane.

The report setup window opens in the main desktop. Specify the relevant report options.

Report options

Report Option	Description
From/To Date	These fields enable you to define the span of time that the report is to cover.
Reports	When you deselect the Detailed radio button, the report is restricted to the Summary (enabled by the Summary radio button). The Summary includes combined totals relating to all activities performed in a project/phase in the relevant span of time. When you select the Summary radio button, the report includes a Summary section containing combined totals relating to all activities performed in a project/phase in the relevant span of time.
Details to Show: Hours	When you select this checkbox, an Hours column is added to the report. This contains the total hours worked on each listed activity.
Details to Show: Value	When you select this checkbox, a Value column is added to the report. This contains the amount charged to the client for each listed activity.
Details to Show: Client Ledger Codes	When you select this checkbox, the report includes the ledger code of each listed client.
Details to Show: Employee Cost	When you select this checkbox, a Cost column is added to the report. This contains the internal cost to the business of the relevant activity being performed.
Order by Employee	When you select this checkbox, the report shows employee totals. These include project, client and combined totals. (This option is available only when the Detailed Report option is selected.)

Click Submit to generate the report.

Report Columns

Column	Description
Client / Ledger Code	The client in whose project the relevant activity was carried out. The client ledger code is also displayed if you selected the Show Client Ledger Codes report option.
Project	The project in which the relevant activity was carried out.
Phase	The phase of the project in which the relevant activity was carried out (if relevant).
Activity	The activity type.
Employee	The employee who carried out the relevant activity.
Date	The date on which the relevant activity was carried out.
Description	The description (sometimes referred to as "notes") provided in the time entry that recorded the relevant activity.
Hours	The number of hours spent by the employee performing the relevant activity.
Value	The amount charged to the client for the relevant activity.
Approved	This column specifies whether the relevant activity has been approved. A tick icon signifies approval, and the absence of an icon signifies that the activity has not been approved.
Cost	This column shows the internal cost to the business of the activity being carried out by the employee.

Column

Description

Client /

Ledger Code

The client in whose project the relevant activity was carried out.

The client ledger code is also displayed if you selected the Show Client Ledger Codes report option.

Project

The project in which the relevant activity was carried out.

Phase

The phase of the project in which the relevant activity was carried out (if relevant).

Activity

The activity type.

Employee

The employee who carried out the relevant activity.

Date

The date on which the relevant activity was carried out.

Description

The description (sometimes referred to as "notes") provided in the time entry that recorded the relevant activity.

Hours

The number of hours spent by the employee performing the relevant activity.

Value

The amount charged to the client for the relevant activity.

Approved

This column specifies whether the relevant activity has been approved. A tick icon signifies approval, and the absence of an icon signifies that the activity has not been approved.

Cost

This column shows the internal cost to the business of the activity being carried out by the employee.

Work Report by Employee

Report Columns

See also