How to Generate Different Types of Team Timesheet Reports

This document details the process for viewing and generating team timesheet reports in the OfficeSeries application. Users can create reports on team timesheet entries, project summaries, and quarterly or monthly summaries, providing comprehensive insights into team project hours and work distribution.

A step-by-step guide to viewing and generating different team timesheet reports in OfficeSeries

Step 1: Accessing team timesheet reports

  • Sign in to the OfficeSeries application.
  • Navigate to the "Team Time Reporting" section from the dashboard or through the navigation menu.
  • Selecting this option allows you to access the Team Timesheet Reporting feature, where you can download, export, or print team timesheets.

Step 2: Selecting report types

  • The "Team Timesheet Reporting" feature allows you to generate different types of team timesheet reports:

    • Team Overview / Team Hours Summary Report: High-level summary report for the entire team, including total hours and overall team activities. Learn more.
    • Team Project User Report: Detailed reports on team time entries with project and user details. Learn more.
    • Team Monthly Summary by Project: Summary of hours logged per project on a monthly basis for the team.
    • Team Quarterly Summary by Project: Summary of hours logged per project on a quarterly basis for the team.

  • Click on the desired report type to proceed with generating the report.

Step 3: Customizing the report

  • Customize the date range for which you want to generate the report (e.g., specific dates, weekly periods, monthly periods, quarterly periods).
  • Apply any additional filters or customization options available to tailor the report to your needs (e.g., filter to specific teams, projects, or users).

Step 4: Reviewing the data

  • Once specific periods and filters are defined, review the data based on the selected report type and customizations.
  • Ensure all relevant information is included and accurate.

Step 5: Exporting the report

  • After reviewing the report, export it in various formats for your reporting and record-keeping needs.
  • Use the export options provided to download the report in PDF, Excel, or CSV format.

Notes

  • The team reporting feature is designed to provide users with flexible and detailed insights into their team's timesheet data.
  • Users are encouraged to explore different report types and parameters to fully understand their team's work patterns and project contributions.

Summary

The ability to generate detailed team timesheet reports in the OfficeSeries application is a valuable tool for users, offering insights into team time management and project progress. This guide outlines the steps to access and create various types of reports, enhancing the overall project management and review process.

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