Applies to versions: 2.0, 2.1, 2.2, 2.3, 2.4, 2.5, 3.0, 3.1

Manage Detailed and Summarized Report Presets

Presets for the Detailed and Summarized Time Report control which columns are displayed on the report. The Detailed Time Report and Summarized Time Report have different column selections.

Using the left pane Main Menu » Administration, click on: Reports » Time Edit/Report

DETAILED REPORT PRESETS

• From the Time Edit/Report, click [ Detailed ] to open the preset control panel.

• Select the columns you want to view by clicking on them from the Available Columns panel.
  TIP: Hold down the Ctrl key to select and move multiple columns at once.
• Click the blue arrow pointing to the right to move these columns to the Displayed Columns panel.

• Columns can be sorted into a specific order from the Displayed Columns panel. Click on the column you want to move and then click the Up or Down button to arrange them.

• When you have finished modifying your preset, click the Save Preset button.  

• Type in a descriptive name and click OK.

• Choose whether to save it as a Personal, Division, or Global Preset. This determines who is able to view it.

To return to the Time Report Interface, click the Back button .

SUMMARIZED REPORT PRESETS

• From the Time Edit/Report, click [ Summarized ] to open the preset control panel.

• Select the columns you want to view by clicking on them from the Available Columns panel.
  TIP: Hold down the Ctrl key to select and move multiple columns at once.
• Click the blue arrow pointing to the right to move these columns to the Displayed Columns panel.

• Columns can be sorted into a specific order from the Displayed Columns panel. Click on the column you want to move and then click the Up or Down button to arrange them.

• When you have finished modifying your preset, click the Save Preset button.  

• Type in a descriptive name and click OK.

• Choose whether to save it as a Personal, Division, or Global Preset. This determines who is able to view it.

• To set this as the default, click the Make Default button.

To return to the Time Report Interface, click the Back button