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:
When 'Leave Time Tracking' feature is turned OFF, information on leave time is hidden in the report (see section Turn Features On / Off).
When 'Time-Track Approval’ feature is turned OFF, information on approved time is hidden in the report (see section Turn Features On / Off).
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.
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:
Note that users can see information only for customers, projects, and tasks assigned to them.
Create Staff Performance Report Form
Parameters of Staff Performance Report include:
Note that users who did not enter time within the date range will not be shown in the report.
Note that users who did not enter time within the date range will not be shown in the report.
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
.View selected user only in the user selector
To search users by name click on
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.
When 'Leave Time Tracking' feature is turned OFF, information on leave time is hidden in the report (see section Turn Features On / Off).
When 'Time- Track Approval’ feature is turned OFF, information on approved time is hidden in the report (see section Turn Features On / Off).
This option is not applicable to the reports in CSV format. Reports in the CSV format always use decimal format for time data.
Report Columns Selector
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.