How do I display reports of time that have been edited?
The Manual time edit report provides a summary of which users had made changes to their timesheets. The report will include what actions were made: time addition, editing, or deletion. This lets organization owners keep track of what time had been modified throughout the organization in one central report.
To allow or disallow users from being able to modify (add/edit) time, visit your organization’s Modify time setting.
Table of contents
Generating the report
Step 1
Navigate to Reports > General > Manual Time Edits.
Step 2
You will notice that there is a Me and All tab. The Me tab is visible to everyone but the All tab is only available to owners and managers.
You can choose from a variety of custom filters like date ranges, projects, to-dos, actions, members and changed by. The report will display the information based on what filters you select.
Your report will generate after applying the date range and filters. The report will display the following columns:
- Member name
- Project name
- To-do
- Action – describes what changes the user made
- Add
- Edit
- Delete
- Timespan – the start and stop time of the added/edited/removed time block.
- Time change – the difference between the original and the modified time. If a user added one hour, you will see 1:00:00.
- Reason – the reason provided by the user for the change.
- Changed by – the user who modified the time.
- Changed at – the date time was edited.
Adding columns
You can also add columns, here we have the About member column (and sub-columns) available:
When applied, these details are included on the CSV export:
Sending Reports
You can send the report to one or more email recipients after clicking on the Send button.
Add the email recipients on the field, separating each email address with a comma, then customize the message (optional) then either send a test message by clicking the Send me test button or click on Send to send the report.
Scheduling Reports
You can also send scheduled reports automatically by clicking on the Schedule icon. After clicking the icon, a dialog box will then appear where you can:
- Enter the e-mail addresses of the recipients.
- Customize the message in the e-mail.
- Choose the file type (CSV/PDF).
- Enter the name of the report.
- Choose the Date Range included in the report from:
- Today
- Yesterday
- Last 7 days
- This week
- Last week
- The last 2 weeks
- This month
- Last month
- Delivery Frequency – how often the report is sent. Choose from:
- Daily
- Weekly
- Bi-weekly
- Monthly (when the monthly option is selected you are provided 3 additional options: 1st of the month, 15th of the month, and last day of the month)
- Delivery time – displays the time a report was sent.
- Send Preview
- Save – stores your scheduled report, which you can view via the Scheduled Reports section.
Exporting Reports
Export the report as a PDF or CSV file by clicking the Export button.