Query Studio/ Report Studio

Report Example: Timesheets Status List Report

 

This example walks you through creating a report using the Timesheets folder. This report shows timesheet statuses for users in the enterprise. This example uses Query Studio, but the concepts are the same for Report Studio.

To create a Timesheet Status report:

  1. In the Reports application, on the tab toolbar, click Open Query Studio.
    What Happens
    : Query Studio opens in a new window, with a blank report in the right pane and a menu in the left pane.

    Note:
    If the Presentation group is not visible, refresh the Query Studio window.
  2. With Insert Data selected (the default), open the Presentation group and expand the Timesheets folder:



    Note:
    All data used in this example will come from the Timesheets folder. If you use data from multiple folders in a report, your results may be unpredictable.
  3. Expand the Timesheets query subject and double-click the Approval Status query item.
  4. Query subjects are indicated by the icon and query items are indicated with the icon . For more information about the icons in the Presentation Data Model, see Reports Data Model Icons.
    What Happens:
     An Approval Status column is added to your report.
    Note:
    You can also drag and drop query items to a report (drag and drop will not work in Firefox).
  5. Double-click the Timesheet Owner query item to add project name to the report.
    What Happens:
    A Timesheet Owner column is added to the report and timesheet owner values duplicate if there are multiple projects of any one project type.
  6. Repeat step 5 for Timesheet Status and Timesheet Period.



    You can group the data to make it easier to read.
  7. Click on the Approval Status column and click the Group icon .
    What Happens:
    The Approval Status column is now grouped and duplicate rows are removed.
  8. Repeat step 7 for Timesheet Status and Timesheet Period.
    This groups both columns to remove duplicate rows and makes the report more readable.


     
  9. Give the report a title by clicking on the Title text.
  10. Save the report by clicking the Save icon .

 

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