Generate Team Timesheet Reports by Projects and Users

This document provides a comprehensive overview of how to access and interpret the Team Projects Users Summary Report within the OfficeSeries application. This report offers insights into the total hours logged by teams, projects, and users over specified periods.

A step-by-step guide to accessing and understanding the team projects users summary report in OfficeSeries

Step 1: Accessing the team projects users summary report

  • Sign in to the OfficeSeries application.
  • Navigate to the "Team Time Reporting" section from the main dashboard or through the navigation menu.
  • Select the "Team Projects Users Report" option to generate and view the team projects users summary report.

Step 2: Customizing the report

  • Customize the date range for which you want to generate the report. The available options include:
    • Daily reports
    • Weekly reports
    • Monthly reports
    • Quarterly reports
    • Semiannual reports
    • Annual reports
    • Custom date range
  • For custom date ranges, use the button provided to specify the start and end dates. You can then select whether you want the team projects users summary of those dates generated on a daily, weekly, monthly, quarterly, semiannual, or annual basis.
  • 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 3: Reviewing and interpreting the report

  • The team projects users summary report displays the following sections:
    • Period: The table lists each period, such as a week, month, quarter, etc.
    • Team Name: The table lists the name of each team.
    • Project Name: The table lists the name of each project.
    • User Name: The table lists the name of each user.
    • Hours: The table lists the total hours logged by each user against any team projects during the specified period.
    • Approval Status: The table lists the approval status of the logged hours.

Step 4: Exporting the report

  • After reviewing the report, you can export it for further analysis or record-keeping.
  • Look for the "Export" or "Download" button on the report page.
  • Select the desired format for the export (e.g., PDF, Excel, CSV) and proceed to download the report.

Step 5: Utilizing the report

  • This report is valuable for managers to assess team work distribution, productivity, and project progress.
  • It can also be used for performance evaluation, resource planning, and billing purposes.

Notes

  • The Team Projects Users Summary Report is a powerful tool for managing and reviewing team work hours and activities.
  • Users are encouraged to regularly review these reports to stay informed about team productivity and project contributions.

Summary

This guide outlines the steps to access and understand the Team Projects Users Summary Report within the OfficeSeries application. By leveraging these reports, users can gain valuable insights into team performance, project contributions, and individual user activities over time.

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