Reports
TeamBoard TimePlanner provides an interactive report for Teams, Projects, and Members with flexible options.
This report allows managers to gain an overview of capacity, scheduled, logged, and overtime hours for specific members or teams and projects. It helps managers make direct hour comparisons, aiding in informed decision-making for the team.
1. Report page
There are options to filter the report:
Date Range: Select the date range (this week / last week / this month / last month / last 30 days/custom)
Projects: Choose one or many projects to gather report data
Teams: Able to select one or many teams
Member: Specific members
2. Report View
Report Overview Type:
You can customize the report view types by:
Approved / Pending / Rejected Timelogs: Show time logs status
Capacity vs Scheduled: Show capacity and scheduled time bars
Scheduled vs Logged: Show scheduled and logged time bars
Weeks / Months: The time range of these metrics
TimePlanner supports 2 options to view the Report: Flat view and Hierarchy view
Flat View:
Flat view provides you with detailed statistics reports for Members, Projects, Tasks, or Time Off
Members:
Display reports for specific team members based on their capacity hours, scheduled tasks, logged time, and workload insights.
Projects & Tasks
Show reports for each project/task, detailing the total time scheduled, time logged, and the variance between scheduled and logged hour
Time off:
Capture and track the time off / leaves of team members within a specified time range.
Hierarchy View:
This view allows users to gain deeper insights into all work logs into your projects, tasks, and author with the new hierarchy view in reports.
You can also drag and drop to reorder the groups in the hierarchy view.
The “Scheduled Time” button allows users to compare logged time against scheduled time.
3. Save Report View
With TimePlanner's report, you can save the current report condition as View for future usage.
Select the view from the views list
When filter conditions changed a button to save view appear allow you so save to current view or create a new one
4. Export Report
