Running the Hours Tracking Report

Use the Hours Tracking Report to summarize hours recorded on trackers. The hours to include in the report are based on the following:

To select data for the Hours Tracking Report:

  1. From the Reports > End of Month Reports #2 menu, select Hours Tracking Report to display the Hours Tracking Report window.

Note: If prompted, log on to the character-based system.

  1. In the Start Date field, enter the first date in a range of dates for which to view hours worked. The system populates this field with today's date. This field supports variable dates.

  2. In the End Date field, enter the last date in the range of dates for which to view hours worked. The system populates this field with today's date. This field supports variable dates.

  3. In the User ID field, do one of the following:

  1. In the Category field, do one of the following:

  1. In the Work Area field, do one of the following:

  1. In the Sub Area field, do one of the following:

  1. In the Task Code field, do one of the following:

  1. In the Tracking # field, do one of the following:

  1. In the Sort by field, enter one of the following to indicate how to sort the information on the report. Click Closedhere for the options.

    • Category by Work by Sub

    • Date by User

    • Entity by User by Task - This is the default.

    • Task Code by User

    • Tracker ID by User

    • User by Date

    • User by Task Code

  2. In the Entity ID field, do one of the following:

  1. In the Detail/Summary/DetailPS field, indicate whether to print the report in detail, summary, or detail/problem/solution format.

  1. In the Show Quote (Y/N) field, type Y to include the quoted hours, along with the difference between the quoted hours and the total hours. The default is N.

  2. Set options, if needed, and generate the report.

Hours Tracking Report Data

The Hours Tracking Report lists the following fields and columns of information:

Field/Column

Description

User Name

The name for whom you are tracking hours.

Date

The date on which the indicated tracker was worked.

Note: If a user works on a tracker more than once in a day, the hours are combine into one line item on this report.

Entity Name

The entity name listed on the tracker indicated, such as the company who entered the tracker.

Tracker

The tracker ID on which the user worked.

Category

The category, work area, and sub area listed on the tracker.

Work Area

Sub Area

Task Code

The task code the user assigned to the time logged to the tracker, such as Document or Design.

Bill Hours

The hours, if any, that the user worked on billable tasks, such as Training.

UnBill Hours

The hours, if any, that the user worked on non-billable tasks, such as Research.

Total Hours

The total hours the user logged to the tracker whether billable or non-billable.

See Also:

Call Tracking System Overview

Tracking Hours Worked Overview

Completing Tasks Not Available in Solar