This section shows how you can create a new report based on a predefined template. For details on how you can create a custom report, see the Create a Custom Report page.


Procedure

  1. On the home page, choose the location where you want to create a report.
    If you don't see your location in the top bar, open the sidebar by selecting the four dots icon located at the top-left corner of the screen, and then choose the location from the list.
  2. Open the sidebar by selecting the four dots icon. Then, select Reports.
  3. Select Create New Report.
  4. From the sidebar, select a predefined template
  5. Select the Use this Template button.
  6. Enter the following information
    - Name: Enter a descriptive name for your report
    - (Optional) Header:  Enter a text that Timewise will display on each page of your report
    - (Optional) Description: Enter a brief description of your new report.
    - Category: Choose a category where Timewise should file your new report.
    - Type: Use this field to indicate the section from which you want to retrieve data.
    - (Optional) Alignment: Specify the alignment of the elements in the table.
  7. On the Fields tab, you can specify which fields should be included in your report.
  8. (Optional) To display only the data that is important to you can set up one or more filters.  On the left sidebar, select Filters > Add Filter. Then, enter the following information:
    - Field: choose a field that you want to filter data by.
    - Operation: choose an operation. Note that the list of operations varies depending on the type of field you selected.
    - Field Value: enter the value on which you want to set the filter.
    When you've finished configuring your filter, select the Add Filter button.
  9. When you've finished, select the Create Report button.