How do I filter reports by employee or date range and set report formats?

Question

How do I filter reports by employee or date range?

Answer

You can use filters on Pacific Timesheet reports to find the information you need.

Date range filters

On the upper left of every time, expense, asset or log report, there is a date range filter where you can set the start and finish dates for your report.

Date range presets

 In the above case, a published report has a date range present of "Last 30 Days" which runs the report for the last 30 days from today.

Published reports can be set to a variety of date range presets:

To change the date range using a present, click on the preset (e.g., "Last 30 Days") then click Run.

Custom date ranges 

You can easily set a custom date range by clicking on the Begin Date field, which will open a calendar widget.

Select the Begin Date.

Then Select the End Date.

Then click Run to report on your custom date range.

Filtering reports by object 

If you are a manager who, by default, has permission to report on several, many or even all employees, you might want to narrow your reporting results.

Click on the  Employee filter checkbox to display the employee filter.

Note that, by default, the employee filter is set to an "include" filter, i.e., if will include only selected items.
Selecting Items
If the number of employees is less than 100, all employees in the report will display in the filter pick list.

1. By pressing control + clicking your mouse on the employee name, you can highlight the employees you want to include in the report. This can be 1, 2 or 15 employees.
2. Just keep using the control key + a mouse click to select each employee.
3. You can even scroll down the list by clicking on the scroll bar on the right of the filter.
4. When you have highlighted all employees you want to include in the report, click Run.
5. The report will return only the employees you selected.

Selecting from more than 100 Items 
If the number of employees is greater than 100, no employees will display in the filter items list. To add employees to your include filter, click on the plus (+) button and an items search widget will display:  

Use the search box to find the employee you want to add to the filter list. You can search by first name, last name or ID.

After adding the employee items to the filter list, click Run to report the report.

These filters work the same way for Jobs, Projects, Groups, etc. 

You can using multiple filter settings across Employees, Groups, Jobs etc. to narrow the results of your reports to the specific information you need.  

Report formats 

Below the date range parameters is the Format setting. Reports can be run in four formats:

1. HTML, the default setting, displays the report in your browser.
2. Adobe PDF will export a PDF version of the report.
3. CSV will export a .csv (comma separated value) version of the report.
4. MS Excel will export a Microsoft Excel version of the report.