Time Logs Report

The Report tab of the Time Logs Dashboard allows the user to generate, display, and export grouped reports of Time Logs that have been added by users to Work-Relay Steps, Tasks, and Issues. Reports display summarized totals of time spent, according to the groupings, date range, and other settings established. See this article to learn more about time reporting.

The primary dashboard components are defined in the Time Logs Dashboard Overview article. In addition to these, the Reports tab contains the following specific controls:

  • Grouping selectors (1) define how the Time Logs rows will be displayed and summarized.
  • Period of time selector (2) defines the units of time (from days to years) that will displayed as columns.
  • Period switcher (3) allows the user to review data for the previous or next period of time (relative to the data currently displayed) by clicking the arrows. Clicking the "Today" button will return to the current period.
Switching Views

The Report tab contains two views:

  • All Logs displays Time Entries for all users.
  • My Logs displays Time Entries for the current user only.
Work-Relay Dashboards - Google Chrome

Once selected, Time Entries will be grouped by a default attribute:

  • All Logs will be grouped by "User."
  • My Logs will be grouped by "Process." ("User" is not available in this View, as it is only displaying data for the current user.)
Grouping and Displaying Totals

Report data may be grouped by:

  • User (Only available in the All Logs view.)
  • Process
  • Record (The Salesforce record to which a Process is related)
  • Type (Step, Task, or Issue)
  • Step

Time Logs may be grouped in any order except one scenario: If Time Logs are grouped by Step, they can't be further grouped by Process. This is because any Step belongs to only one Process, so there is no benefit to further grouping by that attribute.

To remove a grouping, select the "-select-" option in any group picklist (except the first) or select another option in the preceding picklist. The first grouping levelmust always have a value.

As groupings are added to the report, row shadings and subtotals will be displayed, for clarity.

In each column, each grouping level will display its own subtotal value, which is equal to the sum of the groupings that it contains. The TOTAL column displays the sum total across all columns for a given row:

Full totals for each column's period are displayed in the final row of the report:

Groups are collapsible. Click on the chevron icon next to the group label to collapse/expand it. Clicking on "COLLAPSE ALL" at the top of the report will collapse all groups. When all groups are collapsed, this text will change to "EXPAND ALL":

Note that each group retains it's collapsed/expanded state as the user scrolls through the report until the user clicks "COLLAPSE ALL/EXPAND ALL." Once clicked, all groups will became collapsed or expanded.

Time Entries Types Display

Time Logs can be related to the following types of records:

  • Step - A unit of work in a Process Instance. Each Step is unique per Process Instance, so if the Time Logs are grouped by all available levels, "Step" as the last grouping, the report will display one time log total for each Step.
  • Task or Issue - A simpler unit of work that may be:
    • Related to a Process, Record, and (optionally) Step.
    • "Floating" (unrelated to a Process) and (optionally) related to a record.

Since Tasks and Issues may not be related to a Process, Record, or Step, the "[No Process/Record/Step]" groupings will be used to display these Tasks/Issues, where applicable:

If Tasks or Issues are not related to a Process, Record, or Step, their Time Logs will be summarized together and they can't be distinguished in grouped Reports.
E.g., if a user logs time to several float Issues that are not related to another record, it will result in one Time Log row in the Report, where the total amount of hours will be displayed. See the "Float Issue without record" row in the above screenshot.

Selecting Time Ranges and Periods

Date range is a period of time for which Time Logs will be displayed and summarized. Several pre-defined relative date ranges are available:

  • all time
  • today
  • yesterday
  • this week (starting from Monday)
  • last week
  • this month (starting from first day of current month and ending on the last day)
  • last month
  • this year (starting from the first day of the current year and ending on the last day)
  • last year

Additionally, a custom date range may be specified:

When the date range is changed in any way, the report will be refreshed and Time Log totals will be recalculated. All groups will also become expanded.

Period is the unit of time by which totals will be summarized in columns. The following periods are available:

  • days (Each column represents Time Logs for one day; up to 10 days are displayed.)
  • week (Each column represents Time Logs for one week, with the week number displayed in the column header; up to 10 weeks are displayed.)
  • month (Each column represents Time Logs for one month; up to 10 months are displayed.)
  • year (Each column represents Time Logs for one year; up to 10 years are displayed.)

If the selected Date Range covers fewer periods than 10, the proper number of columns will be displayed. E.g., If the Date range is from 10/10/2024 to 10/10/2025 and the period is set to "year", only 2 columns will be shown -- for 2024 and 2025.

If the selected Date Range covers more than 10 periods, paging buttons will become available and will select next and previous 10 periods (or fewer, if the latest/earliest period is reached).

Notes:

  • Date range and period are intersecting sets. If you see 10 work hours total for last year and 1000+ for this year, check to ensure that the date range includes the entire last year, not only a few days.
  • If you select a "this week / last week" date range and set the period to month or year, you may see two columns instead of one. This is because weeks can start in one month/year and end in another.

The "Today" button, between the "Previous" and "Next" arrows, is initially disabled and will become enabled when the date range specified includes the current date and the periods displayed do not include the current date. E.g., if the date range is set to "this year" and the period is set to "days," and the report currently displays columns for dates three weeks in the past, the "Today" button becomes enabled and, when clicked, displays columns for the previous nine dates and the current date:

Filtering

Filtering allows the Time Log report to be limited based on selected conditions.

  • Click hte "Filters" button to display the "Report Filters" sidebar:
  • Click the "Add" Filter" button to display a field selector. The following fields are available:
    • Title
    • Process Name
    • Process Version Name
    • Step Name
    • User
    • Record
    • Billable?
    • Report Date

The report may not be filtered by hours reported.

  • Data Source Object fields are available:
  • The operators and values available for each Filter (condition) depend on the selected field type: lookups have in/not in operators, text fields have string operators, etc. The principles are the same as for Task Manager filtering.
  • If more than one filter is added, the Filter Logic section will become available, allowing the conditions to be tuned logical operators and functions:

Exporting and Printing

Clicking the "Export" button will download the currently displayed data in a CSV file:

The file downloaded will be formatted as the data is currently displayed on the Time Log screen:

Clicking the "Print" button will call the browser's "Print" dialog:

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