Report criteria control the dates, employees, projects, expenses, and other information included in a report.

Date Range Options and field descriptions #

Date Range – Specify the start and end dates you wish to report on.

Date Type – Select the type of date you want your date range applied to.

Charge Date / Item Date – the date entered for each timesheet item and expense item. Approval Date – the date the timesheet report and expense report was approved.

General Report & Charge Options and field descriptions #

Active Status – Forces the report to only query for data based on active status. You may select active, archived, or both active and archived.

Charge Client – Search for items that have been charged to a particular client. For example, selecting a client in this field will search for any time charged to any projects that belong to the selected client.

Charge Department – Search for items that have been charged to a particular department. For example, selecting a department in this field will search for any time charged to any projects or time off that belong to the selected department.

Time Entry Type – Select whether to search only for time off, projects, or leave this field blank to search both time off and projects.

Project – Select a project from the list to only search for time or expense items that have been charged to the selected project.

Task – Select a task from the list to only search for time or expense items that have been charged to the selected task. This field is only populated with tasks when a project is selected.

Time Off – Select a time off from the list to only search for time that has been charged to the selected time off.

Billable Status – Search for only billable, non-billable, or both billable and non-billable items.

Approval Status – Search for items that have been submitted and are pending approval, not submitted, approved, or rejected. Leave this field blank to search for all approval status types.

Employee Options and field descriptions #

Employee Department – Narrow the report down to a select group of employees by selecting a department from the list.

Employee Type – Narrow the report down to a select group of employees by selecting an employee type from the list.

Employee – Narrow the report down to a specific employee by selecting an employee from the list.

Report Format Options and field descriptions #

Report Output – Select the format to output the report to.

Group By – Select how the data in the report is organized.

Comment Format – Control if and how comments should be displayed on the report.

Show Approval Signature Section At Bottom of Report? – When selected, a approval signature section will be displayed at the end of the report.