Scheduled Time Report
The Scheduled Time Report focuses on providing users with a clear overview of how planned time for tasks and events is allocated across team members over a specific period. It enables users to visualize and manage planned tasks in a detailed, structured format with grouping features.
Step 1: Set filters
You can apply the following customizable filters to retrieve and view the specific data you need:
Projects – Select one or more projects to include in the report.
Members or Teams – Choose the individuals or teams whose data you want to track.
Time Range – Set the period for the report. You can choose from two options depending on your needs: Dynamic Range and Fixed Range
Dynamic Range: Select a relative date range (e.g., This week, Last 30 days). The time range and the data updates automatically based on the current date.
Fixed Range: Select a custom date range. The start date and end date will be fixed.
Step 2: Chart Customization Options
To view the colorful charts, simply enable the 'Show Chart' button located at the top-right corner.
Hours by member
This chart displays the total scheduled hours allocated to each team member, providing a clear view of individual work distribution.
Hours by project
This chart showcases the scheduled hours assigned to each project, offering insights into how time is distributed across different projects.
Hours by period
This chart illustrates the scheduled hours over a selected time period, enabling managers to track planning trends and ensure balanced time allocation across days.
Step 3: Grouping the custom fields to create a new report structure
The Hierarchy Report allows you to customize your report structure using the Group By feature, giving you a clear overview and detailed insights into scheduled time across each category.
Step 4: Save the report
After setting the filters, customizing the report structure, and selecting the chart to display, you will need to save the report. Follow these steps below to complete the process.
Click the Save button
at the top-right corner of the page.
In the Save report popup:
Name your report (Required).
Add a description to help explain the purpose or content of the report (Optional).
When saving a report, you can choose to keep it Private or make it Public:
Private Report:
- Private (toggle ON): Only the members you share the report with can view it. However, only the report owner can edit or delete it.
- Under Share with, select the members you want to give view-only access to.
Public Report:
- Private (toggle OFF) The report is visible to all users in the workspace. However, only the report owner can edit or delete it.
Click the Save button
to confirm.
Step 5: Export
To export the report, simply click on the icon to export it into an Excel file.
