This guide will walk you through how to efficiently navigate and customise your Timesheet Reports in Coincraft

To access the Timesheet Reports, navigate through the Timesheets tab on the menu bar, and select Timesheet Reports.

Editing and Hiding Filters

Upon arrival at the Timesheet Reports page, you will be presented with an extensive filter form. You can customize this by clicking on the Edit button on the New Report field to expand your filter options.

If you prefer a less cluttered view, click Hide to minimize the filter form.

Filtering By Date Range

To filter your reports by a specific date range, use the 'Use data from:' dropdown menu. Select your desired time frame, and the corresponding date range will display next to the dropdown. Remember to hit the 'Refresh table' button to update your data accordingly.

Selecting Columns to Display

To customize the data you see, use the 'Select columns to display...' button located next to the date filter.

Check the boxes for the columns you wish to view and click 'Apply & Close'.

Note: The selected columns will appear on the right side of the window. To change the order of these columns, click on the column name and use the arrows above the list to adjust their order.

Don't forget to hit the 'Refresh table' button to implement your changes.

Changing the Data Groupings

To gain different perspectives of your data, change how the data is grouped. Use the 'Group by:' dropdown to select your preferred grouping and hit 'Refresh table' to update your view.

Advanced Filtering for In-Depth Analysis

For a more specific view of your data, use the advanced filtering feature. Click on the '+ Add Filter' button to set custom conditions for your report. Remember to click 'Refresh Table' after adding each condition.

To remove a filter, click the 'X' button next to the row you wish to remove and then refresh the table.

Saving and Duplicating Filters

Save your filters for future use by clicking on the 'Save' button and then 'Save' again. Enter a name for your report and click 'Save report'.

Your saved filter will now appear as an option in the 'Report:' dropdown menu.

To duplicate a filter, click on the 'Save' button and then 'Save as'. Enter a new name for your report and click 'Duplicate Report'.

This will add a copy of your filter to the 'Report:' dropdown menu.

Exporting/Printing Report

To export your report, click on the 'Export' button. Note that the exported files will be in Excel format. To print your report, simply click on the 'Print' button.