actiTIME User Guide

Time-Track Comments Report

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

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

Time-Track Comments 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'.

Time-Track Comments 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 custopers, 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.

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 collumns Spent Time and Comments contain aggregated values.

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

The following filters are available for Time-Track Comments report:

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

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

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

   • 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
   • 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 Comments 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 Comments 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.
   Report records will be delimited by the field separator configured in the general system settings (for more information see section Adjust general system settings).

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

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 previosly generated HTML report.