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HeatherTe
Level 2
December 12, 2024
Solved

Assistance with timesheet reporting

  • December 12, 2024
  • 2 replies
  • 532 views

Hi,

We have recently begun using the timesheet feature in Workfront.  I'm trying to build a report but it seems like what I am wanting is a combination of what I can get in an hour report and a timesheet report.  Is there a way to get a report that has both elements.  

I'm wanting to group by user and then by timesheet (which I can do in a timesheet report) but then under the timesheet I want to see the source and hours (which I can get in an hour report).   I would also like a link to the timesheet, which I see in timesheet report but not in hours.

Any suggestions and help is appreciated.

Thanks

Heather

 

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Best answer by Madalyn_Destafney

Hi, you can group by certain timesheet elements in an hour report. For example, can group the hours by timesheet start date:

 You can add columns in the hour report for timesheet ID (if you need to copy/search it to go to it) but it's also already grouping by the timesheet..I'm sure there's a way to link to the timesheet in text mode.

2 replies

Madalyn_Destafney
Community Advisor
Madalyn_DestafneyCommunity AdvisorAccepted solution
Community Advisor
December 12, 2024

Hi, you can group by certain timesheet elements in an hour report. For example, can group the hours by timesheet start date:

 You can add columns in the hour report for timesheet ID (if you need to copy/search it to go to it) but it's also already grouping by the timesheet..I'm sure there's a way to link to the timesheet in text mode.

If this helped you, please mark correct to help others : )
    KellieGardner
    Community Advisor
    KellieGardnerCommunity Advisor
    Community Advisor
    December 13, 2024

    Typically with reporting you want to start at the lowest object and report up in the hierarchy. So, I would start with an hour report and then pull in the data you can regarding timesheets.

     

    Then you can add columns for timesheet data to display.

    • Display Name is the name of the timesheet itself but it doesn't hyperlink.

     

    You can use the following text mode in a grouping to group by timesheet name:

     

    group.0.linkedname=timesheet
    group.0.valuefield=timesheet:displayName
    group.0.valueformat=string
    textmode=true

     

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