How to Generate Different Types of Employee Timesheet Reports

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

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

Step 1: Accessing timesheet reports

  • Sign in to the OfficeSeries application.
  • Navigate to the "Timesheet" section from the dashboard or through the navigation menu.
  • Locate the "Timesheet Reporting" card within the My Timesheet section.
  • Click on the "View Report" button to access the Timesheet Reporting feature, where you can download, export, or print timesheets.

Step 2: Selecting report types

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

    • Employee Overview Report: High-level summary report for a single employee, including daily work hours, weekly activities, and detailed timesheet entries. Learn more.
    • Timesheet Entry Reporting: Detailed reports on individual timesheet entries. Learn more.
    • Monthly Summary by Project: Summary of hours logged per project on a monthly basis. Learn more.
    • Quarterly Summary by Project: Summary of hours logged per project on a quarterly basis. Learn more.

  • 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.

Step 4: Reviewing the data

  • Once a specific period is defined, review the data based on the selected report type.
  • 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 reporting feature is designed to provide users with flexible and detailed insights into their timesheet data.
  • Users are encouraged to explore different report types and parameters to fully understand their work patterns and project contributions.

Summary

The ability to generate detailed timesheet reports in the OfficeSeries application is a valuable tool for users, offering insights into 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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