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a simple way to see how much time has been spent on Projects, and what that translates to in billable time!

 

REPORT INPUT:

see last screenshot for report input selections, which control report output:

  • person running report has the option to select a single Owner each time the report is run, to limit activities shown to only those owned by the selected Owner

  • person running report has the option to select a single Project each time the report is run, to limit activities shown to only those linked to the selected Project
  • person running report must enter an hourly rate each time the report is run
  • person running report must enter a date range each time the report is run

 

PRODUCT DESCRIPTION, output:

  • report shows a daily list of Project Activities for that date: Tasks completed, Appointments, Notes, and Emails. in order to keep the report as trim as possible, we only show dates in the range that had qualifying Activities [qualifications below] 
  • Tasks completed = Task's end date is on the date and Task is linked to a Project [only Tasks linked to the selected Project if a Project is chosen at report run time] and Task is owned by the selected Owner if one is chosen at report run time
  • Appointments = Appointment's start date is on the date, All Day checkbox is NOT checked, and Appointment is linked to a Project [only Appointments linked to the selected Project if a Project is chosen at report run time] and Appointment is owned by the selected Owner if one is chosen at report run time
  • Notes = Note's create date is on the date, and Note is linked to a Project [only Notes linked to the selected Project if a Project is chosen at report run time] and Note is owned by the selected Owner if one is chosen at report run time
  • Emails = Email's message date is on the date, and Email is linked to a Project [only Emails linked to the selected Project if a Project is chosen at report run time] and Email is owned by the selected Owner if one is chosen at report run time
  • within each date, the activities are sorted by time [end time for Tasks, start time for Appointments, create time for Notes, message time for Emails]
  • for each Task/Appointment/Note/Email we show: category color, title, project name, duration, and currency value [duration x hourly rate input at report run time]
  • duration, Tasks and Appointments: duration is rounded to tenth of an hour, ie 1:12 will appear as 1.2 hours
  • duration, Notes and Emails: since Notes and Emails don't have a duration field in the database, at report run time we ask you to choose whether each Note and each Email should be calculated as 0 minutes, 6 minutes [0.1 hours], 12 minutes [0.2 hours], or 18 minutes [0.3 hours]
  • πŸ’β›‘ the diamond ring and red helmet images you see in the sample output above are simply emojis that I inserted into the beginning of the Project's Name field within my Daylite database, so they're actually characters within the Project Name

 

USER IMAGE at top:

πŸ’‘TIP: creating a circular image is easy! 🎬 watch our video on how to easily create a circular image and insert it into Daylite

 

MORE INFORMATION ON THIS REPORT

  • *the Daylite report engine doesn't support repeat Appointments
  • the Daylite report engine tries to keep data together when possible, the report engine will insert page and line breaks as it sees fit.
  • output is PDF only
  • not for resale: buyer may only install their purchased Product on their own computer and on computers within their own company
  • not for resale: report is sold exclusively by Blue Rock. buyer is prohibited from reselling any Product or posting any Product for public use or distribution to other individuals and companies
  • payment is through PayPal; please click the add to cart button to add this report to your order
  • completing the purchase indicates agreement with terms of purchase and delivery

Daily Activities for Projects - DL316

SKU: REPORTPROJECT-316
$29.00Price

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