Report Wizard

To create a report just click the new report tool . The report wizard walks you through the following steps to create your report:

 

 

 

1

Report Title. Enter a Report Title describing your report.

You may optionally enter heading and footer text, which can be printed at the top and bottom of the report, respectively.

 

 

 

2

Report Type. Choose a report type. You can view representative samples by clicking the various options.

You'll choose specific data fields to print in the next step.

 

 

 

3

Content. Default data columns are provided with each report type. Click the Choose button to select new content. Click Remove to discard unwanted columns.

  • Columns are printed in top to bottom order from left to right on the page.

  • To organize reports by employee, project, activity, department, client, or other textual fields, check the corresponding Sort and Sort Break checkboxs for just the primary sort keys (names or titles).

  • Do not check the Sort and Sort Break checkboxs for numeric data columns such as time, cost, and billing.

For advanced summarization and formatting of multilevel projects and organizations, see report content properties.

 

 

 

4

Report Headings. You can print a variety of headings at the top of your report, and if printed, they can be printed on every page, or the first page only.

The Logo Image File specifies the name of the image to be printed at the top of the report. A default is provided. The image file (jpg) must be located in the TimeScope software installation directory.

 

 

 

5

Report Filters. You can filter the report to printing only specific data. Note that filters defined here are permanently associated with the report, whereas the My Filters command allows you to create temporary filters that apply to all reports that you print.  

 

 

 

6

Finish. Click Finish to save your new report. Click a report tool to print, preview, email, or file-save your report.

 

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