Sunday, March 24, 2019

Time Saved Search to pull up Actual Time for each Project per Service Item

1.      Navigate to Lists > Search > Saved Searches > New.

2.      Select Time from the list.

3.      On the Criteria subtab, set the following under Standard sublist:

a.       Type = is Actual Time

b.      Item fields > Type = is Service

c.       Customer fields > Name/ID = is not empty

4.      Set the following on the Results tab:

a.       Sort by = Job : Name

b.      Then by = Item

c.       Then by = Duration (Decimal)

d.      Show totals = T

5.      On Results tab > set the following under Columns sublist:

a.       Date

b.      Employee

c.       Customer

d.      Job: Name > set Summary Type to Group

e.       Item > set Summary Type to Group

f.       Duration

g.      Duration (Decimal) > set Summary Type to Sum

h.      Type

6.      On Results tab > set the following under Drill Down Fields sublist:

a.       Date

b.      Employee

c.       Customer

d.      Job: Name

e.       Item

f.       Duration

g.      Duration (Decimal)

h.      Type

7.      You may have the option to add date on the Available Filters tab to be able to select a specific date range.

8.      Set a specific Search Title and hit Save.

Note:  To access the search, navigate to Lists > Search > Saved Searches > look for the search title.

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