This report allows you to see which staff spent time on a client and/or specific project. If a client has multiple projects, but none are selected, all projects are shown. Leaving the defaults will bring up all clients who have time billed for the month. Clicking on the arrow next to any client on the result will show projects for the client. Further expansion shows staff who have billed time against the project. One last expansion shows the tickets assigned to the staff member. Each ticket shown is linked to the Ticket Notes, whether an open or closed ticket.
The report can be refined by selecting a variety of options to refine the search.
Client Type: Select specific type or leave at default
Client: Select the client from the drop down. Only one client can be chosen to run this report.
Project: Select from the drop down or leave at the default for all. You can also select multiple projects by clicking on the down arrow and holding the Ctrl key.
Location: If the client has multiple locations, you will be able to select one or multiple locations. By leaving it at the default, al locations will be shown.
Project Type: Select the project type from the drop down, or leave at default for all. You can also select multiple types by clicking on the down arrow holding the Ctrl key.
Team: 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), Last Month and Duration of Project.
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.
Especially helpful is the last option on the Predefined Dates Selection – Duration of a Project. It gives a snapshot of how much work has been done and which staff members have put hours to a specific project. This could enable you to better plan resources and time for a similar project in the future.
