TimeTrak Report Setup

Once reports have been imported into your TimeTrak environment, you may find they still aren’t visible, or there may be confidential information you want to control access too.  Or you may simply want to change the way these reports appear in TimeTrak menus

Report Properties

In the TimeTrak Administration Console, from the reports tab, double click the required report to view the current report properties.

Please be aware that some of these properties may be slightly different depending on the report you are looking at.  The common properties across all reports are as follows.

• Name – The name the report appears as in TimeTrak Menus
• Category – Which section of the TimeTrak Menu this report will be shown in.
• Report Type – Generally not something that should be changed.  This tell TimeTrak that the report is an overview report or based on a specific type of transaction, job or task for example.
• Visibility – Use this property to set which TimeTrak modules the report will be available too, you can make any report available to multiple TimeTrak modules.  Options are:
  • TimeTrak Professional TimeTrak Mobile
  • TimeTrak Client Portal
• Description – This is the description that will be shown when hoovering the mouse over the report in TimeTrak Professional.

Permissions

TimeTrak allows you to set visibility of reports based on User Profiles.

Setting which profiles can see what reports a relatively simple thing is to do from the TimeTrak Administrator Console.  From the reports tab, double click the required report to open the report properties.  On the permissions tab simply select the desired profiles and save.

You can give permission to as many different profiles to a single report as required.

For more information on what reports are available Reports < TimeTrak