From June, 5th 2020 onward, a first look at the upcoming reporting overhaul will be available in Timmi Timesheet. The big new shiny thing is that you will be able to pick and choose the exact data you want to include in your report through what we call report templates.
At first, you will be able to create such report templates based on these two datasets:
- "Times", which is a mix of the good old "standard report" and the "daily break report" ;
- "Activities", which is equivalent to the actual "activity report".
The other datasets will progressively be added to this new reporting feature. Once all datasets are supported, this new reporting feature will permanently replace the old one. In the meantime, all users will be able to switch between the two provided that their permissions grant them access to the Timmi Timesheet reporting module.
How to create a new custom report template
The new reporting feature can be accessed through the application main navigation.
Once there, you can create your first report template by clicking on the Create a new template button.
First, pick your dataset.
The first step is to filter the results of your report. For instance, a single department, or all employees below a given manager.
Once filters have been set, you can click on the Next button.
Here is where it becomes exciting. In this step, you will be able to choose freely the data, that is the columns, you want to include in your reports. You also have control over their order by dragging and droping columns.
A few select columns are already included by default, but you can add new ones by clicking on the Add columns button in the upper-right corner.
Once the modal window is open, select the columns you want to include. They are grouped up in categories to make it easier, but you can find one even faster through the search box. Once done, please click the Add button to include the selected columns.
You may have noticed that columns are divided into two sets:
- static columns have values that do not change depending on the report period, eg the employee's name. These columns will always come first in the report.
- dynamic columns, which come next, have values that do change depending on the report period. Besides, they may be duplicated based on the "periodicity" value. For instance, a report spanning over a month with a "weekly" periodicity will result in as many dynamic columns as there are weeks in this month, eg "attendance time on the first / second / ... / last week".
Last but not least, subtotal rows can be included.
Once done, you can go back one step by clicking Back or advance to the last step by clicking Next.
3. Default period
In this last step, you can pick a default period which will automatically be applied when opening up the report template. Say your goal is to have a weekly report on last week, you can then choose "Last week" as default period.
Now would be a good time to give a proper name to the report template you've been setting up, which will make finding it easier later. You can do so by clicking on the "Untitled report" title up top.
You can now click on the Save template and generate a report button in the bottom-right corner.
Running your freshly created report template
If you're coming from the report template creation / edition form, then Timmi Timesheet will already be running this template for you, thus generating a report spanning over the default period you set up.
Otherwise, please first click on one of your templates.
Once the data has been crunched, it is displayed in a table. You can browse through it, or download it as an Excel or CSV formatted file.
You can also run the same template over a different period by clicking on the period button, or further refine your template by clicking on the Edit template button.
"Times" dataset: understanding available columns
Here is a description of some of the available columns in the "Times" dataset:
- theoretical time: this is the number of hours / days the employee is expected to work over the period. It's the result from his/her contractual working hours (workcycle) minus holidays and planning customizations made in Figgo.
- attendance time: working hours entered in Timmi Timesheet ; falls back on theoretical time whenever nothing has been entered in Timmi Timesheet for a given day.
- leaves: time off entered in Figgo
- difference: attendance time + leaves - theoretical time
- leaves considered actual working time: time off entered in Figgo that matches a leave account set up as "assimilated to actual working time".
- other leaves: time off not considered actual working time.
- actual working time: attendance time + leaves considered actual working time.
- actual working rate: actual working time / (theoretical time - other leaves). In layman's terms, it's the actual-working-time-to-capacity ratio.
- breaks duration (only applies for "schedule" regulations): sum of all breaks taken.
- longest break (only applies for "schedule" regulations as well): duration of the longest break taken.
What's coming next
- new "Timesheets" dataset
- new "Warnings" dataset
- new "Accounts" dataset
- new "Comments" dataset