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Employee Report

The Employee Report generates a printable timesheet or expense claim form for an employee, covering a specific date range.

To print the Employee Report, carry out these steps:

1. Open the Time view in the left-hand pane.
2. Click Timesheet in the left-hand pane.

3. Click the Employee Report button in the main workspace.

   

4. The Employee Timesheets window opens. Specify the report options you require.

   Report Options

   	From/To These dates define the span of time the report will cover. Timesheet   Expense   Summarise for   Details to Show Notes This checkbox includes notes in the report. The option is available only when you have selected the Default Report, the Expense Report or the Expense Claim Form in the Report Types section. Value/Cost This checkbox enables you to add Value and Cost columns to the report. Include Employee / Client Sign-Off This checkbox enables you to include a section in the report for the employee's signature and client authorisation. Include Mileage As Units This checkbox includes mileage in the report expressed in units rather than as values. Incl. Approval Details (on Default Report) When this checkbox is selected, the default report (see above)
   Report Types	The Report Types checkboxes enable you to include a number of different sections in the Employee Report.
   Report Filters: Client	The report defaults to showing both active and inactive clients and projects. However, you can also specify particular clients, or limit the report to active clients only.
   Report Filters: Work Type	The report defaults to including all active work types. However, you can also select specific work types, and include inactive work types.
   Payments	The report defaults to showing all active payments. However, you can also select specific payments, and include inactive payments.

5. Click Submit.

You have generated the Employee report.

Total Mileage

The Expense Report section includes a Totals: Mileage value. This is the sum of all expenses tagged as Mileage.

Displaying in a new window

The report will run in a new window if the checkbox in the top right corner of the Employee Time Sheets window is selected.

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