Personal Reports

The Personal Reports provide views of an individual's past, present, and future work.  These reports can be run on different weekly time ranges.  Note: The weekly date range is from Sunday 12:00 AM to Sunday 11:59 PM.

 

How to run the Personal Reports

  1. Right-click on the user workspace you wish to run the report for.

  2. Select the menu option Personal Reports.

  3. If you wish to produce reports only for tickets and tasks from projects marked as R&D in the Type field (for "Research and Development"), check the box Report only tickets and tasks marked as R&D.

  4. Select the date range required using the From and To calendars.  Note: The My Active Work and Task List reports are not dependent on the selected date range.

  5. Select the desired report by clicking on it.  

 

Total Time on Tickets and Tasks

This report is generated from the Personal Activity Reports menu by clicking on Total Time on Tickets and Tasks.  It provides contrast between the work activities captured in tickets and the representation entered via time sheets.  The Tickets link launches a Ticket List Report for that collection of tickets, and the Time Charges link launches a Time Sheet Report for that collection of charges.

 

Personal Week Activity Report

This report is run by clicking on the Tickets links in the Total Time On Tickets and Tasks report, or by selecting any of the Personal Ticket Activity Reports shown on the left side of the Activity Report Menu.  Note that individual lines in the Ticket Activity Reports can be sub-totaled by Product, Location, Ticket Type, and Roster by right-clicking on the row names on the left side of the reports.  In the example shown above, the row can be sub-totaled by Product, Location or Ticket Type by right-clicking on the date.

This report is a summary of time spent on help desk tickets for the period.

 

Time Sheet Report

The Time Sheet Report is run by clicking on the Total time on tasks - from timesheets.

 

Ticket Status Report

This report shows all tickets edited by the selected user within the selected date range.

 

Ticket List Report

On any of the Personal Activity Reports, the Ticket List Report is launched by clicking on results related to tickets.

 

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