Tuesday, May 21, 2019

Create a Saved Time Search to be Grouped by Period


Since a Time Tracking form do not have a standard Period field, it may not be pulled up in the Results tab of a saved time search.



A formula may be used to pull up the Period field which can then be eventually grouped.


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

• From the list of Search Types, click Time.

• Enter desired Search Title.

• Select filters (i.e. Employee, Date, Duration, etc.) under the Criteria tab > Standard subtab.

• In the Results tab, add Formula (Text) and key in to_char({date}, 'Mon YYYY') in the Formula column.

• Set the Summary Type to Group.

• Click Preview or Save & Run.

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