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Timesheet report to show the team of the user that logged time.


George Warren

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We have created a report and joined the request table to be able to pull in some extra details, however our management are keen to get in the csv export the team of the person that logged the time.
We are unable to just use the assigned team for the request as tickets can be dealt with by multiple teams.

I have tried linking in the team member assignment table via the accounts table and then linking in the service teams table off that. 

And i can pull in some team names but they don't match that of the person that logged the time.

Is this possible to have a report that shows time logged and the team of the person that logged the time?

And is there an easy way to know how tables can be joined, is there a table relationships document?

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Hi @AlexTumber

We have tickets logged by multiple Councils, and we want to be able to report time spent by each one of our teams and for which council this time was spent with. 

We already capture the (Council) company from the ticket info based on the customer and their home org, however cant quickly filter by the team of the person logging the time. 

Our full users are only part of one team. 

We want to make it as easy for the engineers to log their time as possible, so want to avoid having to capture this info by them picking it from the categories and hoped it could be pulled out from the report. 

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@George Warren thanks for your reply.

Sorry I'm still unclear whether this is a report you need or whether it can be provided from existing timesheet manager functionality. You say you want to be able to report time spent by each one of your teams but then you also say all of your users are only part of a single team?

If I had to guess I'd say that you probably need a custom report as it sounds like you want to be reporting against the request customers rather than the internal support teams themselves. If it is the internal support teams, Timesheet Manager offers the following view (configured via visibility in the admin area) where you can see total time spent by each support team

Alex


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Sorry I meant that we have multiple internal teams but agents are not part of multiple teams, so each person is only in 1 team each, Not that we have one team and everyone is bundled in together. 

Yes we had looked at the timesheet module graphs which do split out per team, however yes our requirements are more complex as we require that time to be broken down based on the customers company for the ticket the time was logged against, and the team of the agent logging the time (which may differ from the team the ticket ends up assigned to). And customer department may also be needed. 

So it seemed to be possible for the timesheet module to break the time logged down by team but I'm just struggling to pull this out in the custom reports with table joins. 

I could have the categories created with prefixes before each one, so Team1 - Meetings, Team2 - Meetings, Team3 Meetings, and filter in excel on that, but having team logging the time and category separated would be nicer for filtering. 
Again i could use text to columns in excel and the delimiter being hyphen to split those but I was just seeing if we could avoid these extra steps. 

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I've managed to pull out some info using this table. 
image.thumb.png.2d129b3aa33ed0f2d1d649a2f098fb14.png

I can see this other table below which then has type, so we could filter as currently we get repeat lines for each time logged as its pulling out org, department and team. 

I just cant work out how this table links in @AlexTumber, is there an easy way to know how things relate?


image.thumb.png.e1491155f51088ac469ff2bbb7840983.png

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Managed to make some progress, Attached definition if its helpful to anyone, relies on department being imported into account attribute 2 and company into 1 (or just use home org column instead), and filters will need editing. 

@AlexTumber - The table structure for Timesheet values and Timesheet categories seems quite awkward unless I'm missing something, as Timesheet categories contains name but this is the names of both categories and sub categories, so if you want to pull out both in a report, you cant as you either have to link using Category ID or Sub Category ID. Best I've been able to do is pull in sub category name and then just the Category ID and have to list in the custom column name what the numbers mean.

Is this something that can be fed back and potentially room for development?


image.thumb.png.a68deb67d29ef1315c1fe7df1f6eac91.png

gw-timesheet---on-demand.report.txt

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