Reporting

Staff Performance Report

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

Data available in the report depends on user permissions and assigned scope. Managers can run this report on their assigned team, while regular users see their own hours. For more details, please see Permissions Required to Run a Report section.

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. The configuration panel allows you to quickly configure the way data is shown in report rows and 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.

  • 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 reported hours will be 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 from your team 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

Note that users can see information only for customers, projects, and tasks assigned to them.

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 for managers, or an option to show other users’ data for regular users.
  • 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 staff performance 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 to 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 from your management scope are marked with “Can manage” note.

  

  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.