Reporting on and Exporting the Data 87 CHAPTER 15 Reporting on and Exporting the Data Once users begin entering data, you and other managers can make use of this data by generating reports and exporting the data. Reporting on Data Web TimeSheet allows you to create highly-customized reports to assist with tracking and management of time, time off, expenses, users, and projects. When running reports, users with the appropriate permissions can: • Choose the fields to include in the report • Set filters to limit the data in the report • Group and summarize the data • Sort any of the columns within the report • Save the report and its current settings as a private report for their own use, or as a public report accessible to everyone with permission to view the original report • E-mail or export the report in CSV or PDF formats • Create a schedule to automatically e-mail the report at regular intervals Setting up Reports for Users A number of default reports have been installed with Web TimeSheet. When setting up the system, you can either: • Create and customize these default reports to meet your organization’s requirement, and limit users to using those reports • Allow users to create their own reports Whether or not users can create reports is defined by their assigned permissions. If you wish, you can allow some users to create new reports and restrict others to existing reports. Choosing which Template to Use for New Reports If you wish to add new reports for users, you will need to choose a template to act as a starting point for the report. The Web TimeSheet Reports Field Matrix, available in the online help, provides a list of fields avail- able in each of the report templates. This matrix can be helpful in determine which template to choose. How Report Data is Affected by Hierarchy Filtering and a User’s Permissions The data available to you in a report depends on, not only the filter settings, but whether hierarchy filtering is enabled and your permissions and profile. For example, a supervisor will only see data for the user’s they supervise in the User Detail report. See the online help for further details. Local versus Global Editing Once a public report is created, any changes made to the “settings” available within the report will only be saved to that user's local version of the report.