This report displays by client. If you leave the client set at the default and hit the Display button, all clients will be shown. If a client has multiple projects, each project is included, but not visible. By clicking on the arrow, you expand the client showing the projects. Further drill downs show you the Ticket Types and Sub Types associated with the projects.
The options for this report are as follows:
Report Type: Time or Volume default is set in System Options under Report Views, but either can be selected.
Client Type: Select specific type or leave at default
Client: Multiple clients can be selected by clicking on the arrow. Click on each client you want to see while holding the Ctrl key. If you want to see all the clients, leave the pull down box blank.
Location: The location for the client. If there are multiple locations, leaving at the default will show all locations.
Cost Center: Select from the drop down or leave at the default for all.
Team: Select from the drop down or leave at the default for all.
Ticket Type: Select from the drop down or leave at the default for all.
Ticket Sub Type: Select from the drop down or leave at the default for all.
Predefined Dates: The options are Today, This Week, Last Week, This Month (default) and Last Month.
Start Date/End Date: As with the other reports, you can specify a date range outside the predefined dates or select the specific date range with the calendar pull downs.
Once your report displays, depending on your report criteria specified, the columns in this report will be displayed as the following:
Client: If more than one client selected, or left at default, clients listed in alphabetical order
Time Logged: The total non-bill/bill time for each client/location for the specified time frame.
Value: If Display Value - Internal Interface is Enabled, the value for the time is shown.
Once run, the drill down options for each client displayed are Project, then Ticket Type, and finally, Ticket Sub Type. Each breakout will be by time and value, if displayed.
These descriptions are based on having the Time option set. If Volume is selected, one column with Ticket Volume totals will appear. However, the drill down levels remain the same.
