Section Contents

Report Description

Staff Performance report provides you with information on who, when, on which tasks, and how much time has reported. Staff Performance report helps you monitor personal time expenses in everyday work.

Example of Staff Performance report, detailed form

Information presented in the report includes:

  • Summary of users' leave time data

    When 'Leave Time Tracking' feature is turned OFF, information on leave time is hidden in the report (see section Turn Features On / Off).

  • Data on users' approved and non-approved time-track

    When 'Time-Track Approval’ feature is turned OFF, information on approved time is hidden in the report (see section Turn Features On / Off).

  • Information on hours worked grouped according to the selected grouping options - you can group data shown in report rows and choose which information should be shown in the report columns.

    • Grouping data in report rows

      You can set one or two levels of data grouping and group data by customers, projects, tasks, days etc.

      Grouping by projects and tasks joined by name is a useful option, if you need to generate reports on ‘generic’ projects or tasks, i.e. projects with the same names associated with different customers and tasks with the same names performed in different projects.

      actiTIME automatically calculates subtotals when grouping report data.

    • User groups functionality is available within actiTIME Pro and actiTIME Online editions only.

      Choosing data to display in report columns

      You can choose to show users in alphabetical order or to group data by departments and time zone groups.

If there are users' comments for the time-track included into the report results, their time-track numbers are clickable. Clicking on a number opens a pop-up window with user's comments:

Pop-up window with comments

Staff Performance report may be generated in the detailed or summary form. You can configure this in the Data Grouping section. To show details on the grouped data, select ‘Tasks’, ‘Project’ or ‘Customers’ in the Details menu.

Staff Performance report, detailed form

Select ‘Hide details’ to show only summary data:

Staff Performance report, summary form

The following filters are available for the Staff Performance report:

  • System users - you can create a report for all staff or for the selected system users & user groups only.
  • Date range
  • Customers and projects - you can create a report for
    • all projects of all customers
    • all active projects of all active customers
    • one or several selected customers and/or projects

Only the users who have 'Generate Time Reports' permission may generate Staff Performance reports. Note that the users who do not have this permission will not see the reporting interfaces at all.

Staff Performance Report Parameters

Create Staff Performance Report Form

Parameters of Staff Performance Report include:

  • Users to generate report for - all or selected actiTIME users, departments and time zone groups

    • If you select option 'All Staff', the report will contain information on all users who entered time within the specified date range.

      Note that users who did not enter time within the date range will not be shown in the report.

    • If you select specific departments or time zone groups, report will contain information on all users from these departments or time zone groups who entered time within the specified date range.

      Note that users who did not enter time within the date range will not be shown in the report.

    • If you select specific users, all selected users will be shown in the report even if some of them did not enter time within the selected date.

      Combined with grouping report records by days, this option is useful for analysis who did not enter time-track on the specific dates.

    To view only selected users in the user selector click on icon.

    View selected user only in the user selector

    To search users by name click on icon and start typing user name.

    Searching users by name in the user selector

    To show users with disabled access in the 'Selected Staff' list select 'Show users with disabled access' checkbox under the list.

  • Data grouping options

  • Whether to show leave time information in the report

    When 'Leave Time Tracking' feature is turned OFF, information on leave time is hidden in the report (see section Turn Features On / Off).

  • Whether to show only approved /not approved time-track or both of them

    When 'Time- Track Approval’ feature is turned OFF, information on approved time is hidden in the report (see section Turn Features On / Off).

  • Time format to be used in the HTML report - either decimal format (##.##) or hours/minutes format (HH:MM).

    This option is not applicable to the reports in CSV format. Reports in the CSV format always use decimal format for time data.

  • Information to show in the report columns

    Report Columns Selector
  • Date range - you can use one of pre-defined date ranges or configure a custom date range.

  • Customers and projects be included in the report

    To see archived customers and projects in the customers and projects selector, select 'Show archived customers and projects...' checkbox above the list of customers and projects.

    Customers and Projects Selector

    If you select a customer when option 'Show archived customers and projects...' is not selected, archived projects of this customer will not be shown in the report.