Save Filters/View in Time Tracking
Grace Lewis
Merged in a post:
Create custom views in Timers section
K
Kristy Monahan
Please let us create and save custom views in the Timers screen! I'd love to be able to slice and dice this view in a million different ways that are not currently available.
Grace Lewis
Merged in a post:
Custom Views in Timer reporting
C
Citlalli Uribe
Just like how we can create customer views in the Client and Task sections, creating a custom view so that i can filter for just my clients, set it for a certain period, and automatically filter for workstreams. this would save so much time and would allow our team to use the time tracking section more efficiently
Grace Lewis
Merged in a post:
Save Timers View | Client Reporting
A
Andrew
I would love to see an update where I can save custom views in the Timers -> Client Reporting section.
A little inside baseball for context: I've recently implemented new procedures to bill extra fees (on top of monthly flat rate) for clients who have failed to provide material/answers for an extended period of time. These clients are placed in Cleanup Status again, and I track this with a Property in Keeper settings. And when my clients finally get me the information, I run my timer as Billable.
So, when I run the Client Reporting Timer for the month, I'd like to set my filters (Last Month, Billable, Cleanup status [property]), then be able to save that view for use in the future without having to manually set filters every time.
My example is given, but there are many possibilities of filters that Keeper users would want to set. And I can imagine there would be similar benefit across the other reporting tabs, too: Employee Reporting, Capacity Planning.
Grace Lewis
Merged in a post:
Views for Time Tracking Page
E
Erin Manning
It may be in the works but having views on the Timers page would be great. You have to be a Manager to view budgets so everyone can see all timers and we have to filter our own each time we are reviewing our own time quickly or run Employee Reporting on our own time. Thanks!
Grace Lewis
Merged in a post:
Save Timers View | Client Reporting
A
Andrew
I would love to see an update where I can save custom views in the Timers -> Client Reporting section.
A little inside baseball for context: I've recently implemented new procedures to bill extra fees (on top of monthly flat rate) for clients who have failed to provide material/answers for an extended period of time. These clients are placed in Cleanup Status again, and I track this with a Property in Keeper settings. And when my clients finally get me the information, I run my timer as Billable.
So, when I run the Client Reporting Timer for the month, I'd like to set my filters (Last Month, Billable, Cleanup status [property]), then be able to save that view for use in the future without having to manually set filters every time.
My example is given, but there are many possibilities of filters that Keeper users would want to set. And I can imagine there would be similar benefit across the other reporting tabs, too: Employee Reporting, Capacity Planning.
D
Dandi Holec
Yes, please!! I run some of the same custom Timer reports each month and would LOVE to be able to save these.