The Task Snapshot Report is found under Budget reports. Reporting time-phased data at the task level can provide information such as cost and revenue projections for a certain period at the detailed level of specific tasks. It is also useful for forecasting workload requirements on those tasks by various categories such as resource type/roles (skill sets).

Date Range

The initial display above includes the option to select date ranges for the report. Setting dates allows for the selection of a "Date Range Type"," the first of which is a "Dynamic Dates" selection.

Dynamic Dates - Are a preset ranges of dates that are commonly used, such as current week, current month, last month, next year and that change automatically. If a report is saved with these settings or a filter is remembered with these settings, the next time report is run of the filter is applied, the date range will change automatically relative to the current date. For example, if the current month is October, selecting "Current Month" as a Dynamic Date Range will automatically set the date range to Oct 1 to Oct 31st. If the current month then becomes November, the date range will reset automatically to Nov 1 to Nov 30. The report or filter does not have to be changed as the range changes automatically.

Specific Dates - These are specific dates that are entered and you control what the range is. If a report is saved with these settings or a filter is remembered with these settings, those specific date ranges will be saved as well and when the report is re-run or the filter applied, it will always use those exact dates, they will never change.

Time & Expense Entry Filtering Options

Time & Expense Entry Filtering Options gives the option to include only Time and/or Expense Entries based on the Entry Billable Status and the Entry State.

Task Company & Contract Options

Selecting from the drop downs for Companies and/or Company Contracts will further refine your report. Advanced options are also available for stronger filtering.

Project Type & Project Options

Selecting from the drop downs for Project Type, Project Status and Active Projects will further refine your report. Additional options for Project State are also available for more filtering.

Department, Resource Type/Role, and Resource

Selecting from the drop downs for Department, Resource Type/Role, and Resources will further refine your report. Advanced options are also available for stronger filtering.

This filter will default to returning any task with any resource assigned to it who matches the filter criteria. Further settings to exclude any tasks with only resources other than the Task Owner meeting the criteria are available via the check boxes under the Advanced Department and Resource Options. You may choose to "Only return tasks where the resource with the selected department(s) are designated as the 'Task Owner'" and/or "Only return tasks where the selected resources are designated as the 'Task Owner'."

Note: Departments are based on the resources' assignments to departments. A resource may be assigned to a department in their User Profile. A department cannot be assigned to a task, but rather is associated with a task when a resource on the task belongs to the department.

Report Filter Type Options

Report Filter Type Options are set to filter tasks by specific properties and/or conditions for the tasks.

Task Custom Field Options

Task Custom Field Options will only appear as an option on this report if your system administrator has setup Task Custom Fields and are set to filter tasks by the specific custom fields. The image below is only an example.

Custom Field Filtering Options

Custom Field Filtering Options will only appear as an option on this report if your system administrator has setup Project Custom Fields and are set to filter the report by the specific custom fields. The image below is only an example.

Group By / Sub Total Options

The report can be grouped by column names or sorted by column names in either ascending or descending order.You can also stack several choices and group within groups or sort within sorts.

Column Selection Filtering Options

Column Selection Filtering Options will control the data fields displayed as columns for the report. Detailed information for setting preferences in the data field column displays is contained in the Page Display Options topic.

Save / Share Report

After selecting your display options for the report click on the run report icon to view your report. You can continue to update and change the display options and re-run the report as needed until you have your desired results.

On the General tab for saved reports, you can choose to include the report in the Report Menu. This places the report in the drop-down, fly-out menu of the global report navigation. The report will be available on that menu for you and for anybody who also has the report by way of sharing it with them. There may also be an option to save as new report if the report you're using originated from a previously saved report. Save as new will save a new report without overwriting any changes you've made to the previously saved report. Saving as new does not force a name change to the saved report, but it is always a good idea to change the name anyway so that you do not have two different reports with the same name. If the report you are saving was shared to you by another user as the original report creator, the save as new report option is the only option available. You cannot make and save modifications to a report created by another person, but rather you will save your own new report.

The Share tab allows you to share with Groups, Companies and Users. If the report is relevant to multiple users, you may find that Companies or Groups are the best way to make sure that the report is not only shared with all of the appropriate users, but also that any new users added to the Company and/or Group automatically get the shared report.

There is an important distinction between shared users on reports and shared users for scheduled reports which must be understood whenever sharing reports with sensitive data. Shared users accessing a link to the report, whether through the application interface or an email link, will run a query which presents the data based on the specific user's permissions, settings and access rights. A shared user accessing a report which was saved as static data (i.e. spreadsheet or PDF file) when the schedule was run will see the exact same results as the creator of the report because the report was run and saved under the settings of the report creator as static data for the other users to view. This important distinction is re-iterated in the explanation of the Report Output Format in the scheduled report settings.

The Description tab is a reference to any information you'd like to add which may help to explain the purpose of the report in more detail than you would normally include in the simple saved name for the report.

The Schedule tab is used to run the report and send a reminder with a link to the report that was run at the selected interval for the report. If the Report Output Format is Link Reminder (dynamic), the scheduled report is simply a URL/link reminder which will run a query and display the real-time data as a result of the query. It does not save static data from the time of the execution of the scheduled report.

If the Report Output Type is not Link Reminder (dynamic), for example it is a spreadsheet or PDF format, the data is saved as static information at the time of the execution of the report. A shared user accessing the report which was saved as static data when the schedule was run will see the exact same results as the creator of the report because the report was run and saved under the settings of the report creator as static data for the other users to view. It is important to note this distinction because the receiver of the scheduled report may see data in the results which they would not otherwise have access to view.


Online 11/3/2016