Customizing Reports & Adding Custom Terminology

NOTE: The information in this article applies to:

DOVICO Timesheet™ version 8.x or higher

DOVICO Track-IT® Suite version 8.x or higher

The DOVICO Software reporting is dynamically based with the ability to add your own custom reports or change the name, description, custom terminology or filtering.

Dynamic Report Titles & Descriptions

To set the name or description for a Report please follow the steps below:

• Go to Reports Explorer
• Right click - Choose Properties
• Enter the Title for the report in the Name Field.
• Click OK

Because our software uses custom terminology, you may use special tags noted below to insert custom terminology into your report titles and descriptions.

• <C> - Client , <CS> - Clients
• <E> - Employee, <ES> - Employees
• <X> - Expense, <XS> - Expenses
• <P> - Project, <PS> - Projects
• <PG> - Project Group, <PGS> - Project Groups
• <N> - Region, <NS> - Regions
• <R> - Rate, <RS> - Rates
• <T> - Task, <TS> - Tasks
• <TG> - Task Group, <TGS> - Task Groups
• <EG> - Team, <EGS> - Teams
• <VAT> - Value Added Tax

 For example to create a name for "Project Costs for Homer Simpson's Projects " we would use the following "<P> Costs for Homer Simpson's<PS>" in the appropriate section.

Report Criteria / Filters Modification

You may use ours filters or Criteria when creating custom reports, or modifying our reports to suit the needs of your organization.

The filters described below are used in various ways. All filters are entered into the Parameters section of the Add/Edit Report Properties dialogue. To enter criteria follow these instructions:

• Add a report
• Go to Reports Explorer
• Right Click - Add Report (browse to location of .RPT file) or Import Report (browse to an exported report, this will be an .RXP file)
• Enter the Name for the report in the Name field
• Select Advanced
• Enter or Edit Parameters, Click Ok

Important Note: Not all examples below will work with all reports, as the table must be loaded by Crystal Reports for the report to use this parameter. Please check the report, or try the filter and see if desired results are met.

• <ELIST-TABLENAME.COLUMNNAME> - Employee List
•  <PLIST-TABLENAME.COLUMNNAME> - Project List
•  <PSLIST-TABLENAME.COLUMNNAME> - Project Status List (usually used in combination with <PLIST> tag.
•  <TLIST-TABLENAME.COLUMNNAME> - Task List
•  <CLIST-TABLENAME.COLUMNNAME> - Client List
•  <RLIST-TABLENAME.COLUMNNAME> - Region List
•  <PGLIST-TABLENAME.COLUMNNAME> - Project Group List
•  <TGLIST-TABLENAME.COLUMNNAME> - Task Group List
•  <EGLIST-TABLENAME.COLUMNNAME> - Team List

Other Tags For Additional Filtering

<FROMTODATE-TABLENAME.COLUMN>

Use this tag when you need to filter results based on a date range. (Such as a time entry or expense report). NOTE: Be especially careful when utilizing this tag with estimate vs. actual reports, the LEFT OUTER JOIN of ASSIGN to TRANS will be affected by specifying TRANS.[DATE]. Instead use the NOSQL text in place of TABLENAME.COLUMNNAME to return all results, and filter in the report itself using Crystal programming. An example would be <FROMTODATE-TRANS.[DATE]>.

<TIMESHEETOPTIONS>

Use this tag for standard time entry reports to give the user the option to show errors only, overtime only, search on a description, or to hide Start and Stop times.

<TIMESHEETOVER>

Use this tag in summary timesheet reports (all time summarized for a date range for an employee) to prompt the user for a minimum amount of hours and over to be displayed.

<TIMESHEETUNDER>

Use this tag in summary timesheet reports (all time summarized for a date range for an employee) to prompt the user for a maximum amount of hours and under to be displayed.

<EXPENSEOPTIONS>

Use this tag to prompt the user for expense options. Currently this is Charged only.

<ACTEMP>

Use this tag to prompt for the Active Employees Only filter for the Employees list report.

<TPA>

Use this tag to allow report to be accessed for automatic sendout. Note: Report must only use parameters that have been set up through our software.

Example of a Report and Customization: 'Project Costs' Report

For all parameters you will need to add a SQL Expression to match against in Crystal Reports. Fro example for the Project Costs report above the following SQL Expression fields must by created in Crystal Reports

• Note: If you are using the FROMTODATE-TRANS_DATE you must also have matching parameters FROMDATE and TODATE created in Crystal reports of type DATE.
• All reports must have a numeric Crystal Parameter named REPORTID field included in the report.

Database Schema's, Visio Documents etc. are available in our Developers Center