How to display the report data
The options in this section of the Report Setup dialog affect how
TimeCache formats or saves the report.
Most of these options are found on the How to
show it panel of the Report Setup dialog:
Report title: The report title you
enter will be used in the header of an on-screen report, or at the
top of exported reports. You can use this title to identify special
purpose reports, such as weekly reports or invoices. You can also
change a report title by double-clicking it in the report
window.
Sort by: This popup menu lets you
select from different options for the order of displaying entries
in the report. Depending on the type of report you are producing,
there will be different options appropriate to the report type
available. For example, Project reports allow you to sort by Date
or Billing Category. There are two other options in all report
types: Show expense entries first shows
all expense entries, then all time entries. Show time entries first shows all time entries,
then all expense entries.
Subtotal: If the Sort by selection is a specific column type (i.e.
not time or expenses first), this checkbox is enabled. Checking it
groups together and subtotals entries with the same value (e.g. the
same date) within each main grouping (e.g. project, date or
category, depending on the report type).
Subtotal time and expenses: If the
Sort by selection is Time entries first or Expense
entries first, this checkbox is enabled. Checking it splits
the time and expense billing categories into two groups, with a
subtotal for each group.
Layout: TimeCache lets you modify
on-screen report layouts, and save those modifications as templates
for future use. Each type of report has its own set of template
files. For example, Date View reports have their own set of
templates, and Multi-Project reports have a different set of
templates. The default layout for each report type is named
"Default", and is the only one available until you modify a layout
for that report type and save the changes. To use a specific layout
template, choose it from this popup menu.
View on screen/Export to disk: All
reports except Date View, Date Range and Billing Category reports
can be exported to disk in addition to being viewed on screen. This
popup menu allowing you to choose the destination for your report
is enabled for report types where the option is available. When you
choose this option, you do not see an on-screen report, but instead
are prompted for a location to save the exported data.
Project descriptions: When creating a
report for more than one project at a time (client reports and
multi-project reports and summaries), TimeCache can add the project
description to the body of the report. This popup menu presents the
options available. (The popup menu is not enabled if the report is
to be exported. You can set TimeCache Preferences to include project descriptions in exported
reports.) Don’t include tells
TimeCache to omit project descriptions. Include with labels tells TimeCache to include
descriptions with a descriptive label (you can set the label
terminology in the Terminology section of
TimeCache Preferences). Include without
labels tells TimeCache to include descriptions, but not add
labels.
Job/PO#: When creating a report for
more than one project at a time (client reports and multi-project
reports and summaries), TimeCache shows two popup menus that offer
options to add job numbers and PO numbers to the body of the
report. From the popup menu on the left, you can choose
None to not include either,
Job numbers to show only job numbers,
PO numbers to show only PO numbers,
Job/PO numbers to show Job numbers and
PO numbers in that order, or PO/Job
numbers to show PO numbers and Job numbers in that order.
From the popup menu on the right, you can choose to show whichever
combination you choose either: After Project
name to place the additional information after the Project
names, or Before Project name to place
the additional information before the Project names. When you
enable these options, TimeCache includes the information on the
line that identifies the name of each project in the report.
Header on first page only: When
checked, TimeCache includes the report header elements only on the
first page of a multi-page report.
Restrict background
to first page: If you have designated a default background PDF file to use for reports,
or if you have chosen a report layout that includes a background,
this checkbox is enabled. When checked, TimeCache includes the
background only on the first page of a multi-page report.
Don't display client in Project names:
TimeCache shows a project identifier above the entries for each
project in multi-project and client reports. By default, TimeCache
shows this as Client name:Project name.
When creating a client report, you may consider the client name
superfluous. If so, you can have TimeCache omit the client name by
checking this checkbox. (It only appears in the Report Setup dialog
if you are creating a Client report.)
A note about billing categories:
TimeCache lets you define Report Aliases for billing categories.
These aliases are used in reports and invoices to allow you to show
a different names for billing categories than those you use to
satisfy TimeCache's requirement for unique listing names. When
sorting by billing category, TimeCache uses these report aliases
instead of the billing category name, unless the report is being
exported for merging.
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