Timesheet Approval Report

Roles and Permissions:

Organization Owner/Manager:
They can view reports of all members in the organization.

Delivery Head:
These roles can view reports of all members in the organization.

*Dept Head(User)
They can view reports of self and asssigned Department Members.

Team Lead(User):
They can view reports of self and asssigned Teams Members.

Project Manager (User):
They can view reports of self and asssigned Project Members.

User:
User can view reports of only themselves.

Please refer following link for accessing Roles and Permission : https://support.workstatus.io/en/article/workstatus-roles-and-permissions-guide-zzkoo6/

The Timesheet Approval Report section gives you a consolidated report of the Action taken on the Timesheets sent for Approvals.
STEP 1

From the side menu, click on the “Reports” then click “ Timesheet Approval Report"*

STEP 2

You can see a screen where you can select dropdown by Members , Teams & Department , After choosing one of this from drop down ,Click on Generate Report .

STEP 3

Select any date from the calendar, weekly and Monthly will be automatically populated.

STEP 4

Select any member from the member dropdown.

Here you can see the details of members like Start/End time added by member on which specific project. Also it shows you the reason of Approval/Denial and by whom.

Click on the Group by Icon button to Report by Date OR by Member.

Click on the Filters Icon button to apply project and Todo filters to your report.

After applying the filters, your report will be generated automatically.

STEP 5

Click on the Sent Icon button to send the report to individual email address. You can define the Subject & Message body of the email. And you can also choose which file type to send (either CSV or PDF).

STEP 6

Click on the Schedule Icon button to schedule the report to be sent to individual email address on specific Date/Time intervals. You can define the Subject & Message body of the email. And you can also choose which file type to send (either CSV or PDF).

STEP 7

Click on the Download Icon button to download the report in CSV format.

Updated on: 12/03/2024