Timesheet custom report that displays days of the week as columns | Community
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Pat_Paterson
Level 4
June 6, 2023
Solved

Timesheet custom report that displays days of the week as columns

  • June 6, 2023
  • 1 reply
  • 1188 views

Hi All,

 

I'm attempting to build a timesheets report that displays hours entered exactly how the timesheets look (with days of the week represented as columns).  I'm trying to create a report that displays like this, but for all users that are assigned timesheets.

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Best answer by J_Mas

@pat_paterson Instead of creating a Timesheet report, I'd suggest creating an Hour report.

 

When setting up the report, include the following columns:

  • Owner >> Name
  • Hour Type >> Name
  • Hour >> Entry Date
  • Hour >> Hours

Then go to the Groupings tab and switch to Matrix Grouping. Then select the following:

  • Row Groupings: Owner >> Name
  • Row Groupings: Hour Type >> Name
  • Column Groupings: Hour >> Entry Date
    • Group Dates by: Day
  • Matrix Settings: Turn off "Show Value Column"

That should give you a basic matrix report that looks like a timesheet. You also may want to filter the report by Entry Date, otherwise you'll get ALL dates.

1 reply

J_Mas
J_MasAccepted solution
Level 5
June 8, 2023

@pat_paterson Instead of creating a Timesheet report, I'd suggest creating an Hour report.

 

When setting up the report, include the following columns:

  • Owner >> Name
  • Hour Type >> Name
  • Hour >> Entry Date
  • Hour >> Hours

Then go to the Groupings tab and switch to Matrix Grouping. Then select the following:

  • Row Groupings: Owner >> Name
  • Row Groupings: Hour Type >> Name
  • Column Groupings: Hour >> Entry Date
    • Group Dates by: Day
  • Matrix Settings: Turn off "Show Value Column"

That should give you a basic matrix report that looks like a timesheet. You also may want to filter the report by Entry Date, otherwise you'll get ALL dates.

    P
    Pat_PatersonAuthor
    Level 4
    June 8, 2023

    Can this report be extracted into an excel spreadsheet as it's displayed in the report?

    J_Mas
    J_Mas
    Level 5
    June 9, 2023

    Yes, when I export my test report to an .xlsx file I get three different worksheets:

    1. The first worksheet looks exactly like the Workfront report
    2. The second worksheet is a condensed view, with the Hours grouped based on your groupings in the Workfront report (by Owner, Hour type, and Entry date)
    3. The third worksheet seems to be arranged in a way that you'd want if you were going to try to build some data visualizations in Excel or import the data into Tableau or Power BI. It has four columns, one for each data field: Owner, Hour Type, Entry Date, Hours.
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