Open the Insights tool
From the dashboard menu, click Insights.
Click Action, then select Create Report.
Choose Table as the report type.
Enter a name for the report.
Click Create.
Add columns to the report
Click ADD, then select the relevant columns. Below are the recommended fields from the Person Calculated Hours (Time) view:
Column | Description |
Username | The user who input the hours. |
Person Reference | The employee number of the person the hours relate to. |
Calculated Date | The date the hours were saved in the timesheet. |
Calculated Hours | The total hours entered. |
Signed Off By | The user who signed off the hours. |
Date Sign Off | The date the sign-off occurred. |
Signed Off | Shows whether the hours have been signed off (Yes/No). |
Approved By | The user who approved the hours. |
Date Approved | The date the approval occurred. |
Approval Status | Indicates if the hours were approved. |
Date Input | The date the hours were input into the system. |
Department Description | The name of the employee's assigned department. |
Apply filters (optional)
To refine the report:
Filter by employee
Set a filter where Person Reference equals the employee number.
Filter by date
Use the Calculated Date column to view data for a specific period.
This allows you to view current or historical records of input, approval, and sign-off actions.
Add additional columns (optional)
If you require more data points:
Use the View Person Master (Time) to add additional columns not found in Person Calculated Hours (Time).