Costpoint Online Help

Contents of the Print Timesheet History Report Screen

Use the fields and options to configure the Print Timesheet History Report screen.

Identification

Use the fields in this block to create a new parameter ID or to retrieve a previously saved parameter ID. A parameter ID represents a set of screen selection parameters. After you have saved a parameter ID and its related parameters, you can retrieve them using Query.

You can use the retrieved parameters to produce reports and run processes more efficiently and with greater consistency. The saved parameters are also useful and necessary when you want to run the process as part of a batch job. Many users save a unique set of parameters for each different way they run a report or process. When you select a previously saved parameter ID or parameter description, the associated saved screen selection parameters automatically display as selection defaults. The page setup and print options, if there are any, are also included in the saved parameter ID. You can change any of the associated selection defaults as necessary.

Field Description
Parameter ID

Enter, or click to select, a parameter ID of up to 15 alphanumeric characters. Choose characters for your parameter ID that help identify the type of selections you made on the screen, such as PERIOD or QUARTERLY.

When you save your record, all the selections made on the screen are stored with the parameter ID. Later, you can retrieve the parameter using Query.

You can use the parameter to run the process more efficiently because you can select the parameter ID with its previously defined screen selections. After the default selections display on the screen, you can override the defaults.

Description

Enter, or click to select, a parameter description of up to 30 alphanumeric characters.

Selection Ranges

Timesheet Cycle

Field Description
Option

This field always displays One.

Start

Enter, or click to select, the timesheet cycle that you want to include on the report. This is a required field.

Timesheet Dates

Use these fields to select the date(s) to include on the report.

Field Description
Option

Use this drop-down list to select the range to include on this report. Valid options are:

  • All
  • One
  • Range
  • From Beginning
  • To End

The default for this field is All.

Start

Enter, or click to select, the starting timesheet date for the range you want to include in the report. If you select All or From Beginning in the Option field, this field is inactive.

End

Enter, or click to select, the ending timesheet date for the range you want to include in the report. If you select All, One, or To End in the Option field, this field is inactive.

(Select Entity)

From the unlabeled drop-down list, select the entity that will be used as the basis for selecting timesheets to be included on the report. Valid options are:

  • Home Organization: Select this option to include timesheets by employee home organization.
  • Employee: Select this option to include timesheets by the employee's ID. Both the name and ID display on the report.
  • Employee Name: Select this option to include timesheets by the employee's displayed name.
Field Description
Option

From the drop-down list, select the range option for the report. Valid options are:

  • All: Select this option to include all values (of the selected entity) on the report.
  • One: Select this option to include only one value (of the selected entity) on the report. Enter the value in the Start field.
  • Range: Select this option to include a range of values (of the selected entity) on the report. The range begins with the value entered in the Start field and ends with the value entered in the End field.
  • From Beginning: Select this option to include the first record (of the selected entity)up to the value entered in the End field.
  • To End: Select this option to include the value entered in the Start field up to the last record (of the selected entity).
Start

Enter, or click to select, the starting value for the range you want to include in the report. If you select All or From Beginning in the Option field, this field is inactive.

End

Enter, or click to select, the ending value for the range you want to include in the report. If you select All, One, or To End in the Option field, this field is inactive.

Transaction Currency

You can only use the following fields if Multicurrency functionality is enabled in the Configure Labor Settings screen.

Option

From the drop-down list, select whether All or One of the transaction currencies will be part of the selection criteria.

Start

Enter, or click to select, the transaction currency to be reported. If you enter a transaction currency, then timesheets will be processed for only the employees that have a currency (as of the screen Timesheet Date) that is equal to the transaction currency specified on this screen.

Options

Include

Field Description
Part-Time Employees

Select this checkbox to include part-time employees. Regular employees are automatically included on this report.

Temporary Employees

Select this checkbox to include temporary employees.

Show

Field Description
Pay Type Totals

Select this checkbox to view the total hours charged and the labor cost for the pay types used by each employee. These totals appear after all hours are printed for each employee.

Sort By

Field Description
1st Sort

This field displays the selected entity (Home Organization, Employee, or Employee Name) in the Selection Ranges block.

2nd Sort

From the drop-down list, select the secondary sort order of the report. Valid options are:

  • Employee Name: Select this option to have a secondary sort by the displayed name, which also appears on the report. This is one of two options available when the primary sort is by Home Organization.
  • Employee ID: Select this option to have a secondary sort by the employee ID. Both the name and ID appear on the report. This is one of two options available when the primary sort is by Home Organization.
  • None: Select this option to disallow a secondary sort. This is the default when the primary sort chosen is either Employee Name or Employee.