The Report function allows you to create reports using built in fields as well as custom fields. First create a basic report. Then use the Options... button to select display fields and add filters to limit the data. Below are instructions for creating a report showing total time spent on each activity by month.
- Go to Report > New
- Click OK
- Click on the Options... button
- Select the values for the following fields and then click OK
- Time Selection "Year"
- Reporting Date - enter any date in the year you wish to report
- Measure - click on the Select... button
- Subject Area - Job Activity
- Measure: - Total Duration
- by Time Field: - Activity Date
- Display Fields - click on the Select Fields... button and click on Activity Type and then click OK
- Click on the Add Filter... button
- Filter Type - Activity
- Activity Fields - click the drop-down list and select Activity Status and click the checkbox in front of Complete and click OK
- Display type - select "Bar Chart" OR "Table"
- Click OK to view the results
- To save the report, click on the Save Report... button and type in a name.
The Report - Options dialog will look something like this
