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Testimonials

"This software has absolutely made us more efficient...mainly because we don't need to spend a lot of time "managing" the timekeeping system like we did with our manual processes. We can now focus on "real" work - helping our business’s grow - and let the software do its job. "

- Ed Soto,
Bayer MaterialScience Aktiengesellschaft

Customizing Reports & Custom Terminology

NOTE: The information in this article applies to:

- DOVICO Planning & Timesheet version 2.x or higher

- 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

For DOVICO Planning & Timesheet only

<OPTIMIZEBUDGET> - Optimize Budget

Any reports based on the database's Budget and Actuals views also require the addition of an SQL Expression field called 'Report Instances'
Also note that for these same reports that you cannot run a sub-report within a report.

Other Tags For Additional Filtering

<MULTICURRENCY-NOSQL>

Use this tag when you want currency fields to be converted to a specific currency. This tag will be ingnored if Currencies are not enabled. In the report, you will need to map the SQL Expression “VIEWCURRENCY_ID” to the VIEWCURRENCY_ID field in the view that is being used.

There are two Functions that need to be implemented inside the custom report to have currency values converted to another rate (Please refer to any reports that displays Client and/or Company Costs).

<MC_SPECIFIC> This tag is used to hide the report from the Reports Explorer when Currencies are disabled.

<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

Name:	Project Costs	<P> Costs
Description:	Actual hours and costs by Project	Actual hours and costs by <P>
Parameters:	<PLIST-PROJECT_ID> <PSLIST-PROJECT_STATUS> <FROMTODATE-TRANS_DATE>	<PLIST-PROJECT_ID> <PSLIST-PROJECT_STATUS> <FROMTODATE-TRANS_DATE>

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

Parameter	SQL Expression in Crystal Reports
<PLIST-PROJECT_ID>	PROJECT_ID
<PSLIST-PROJECT_STATUS>	PROJECT_STATUS
<FROMTODATE-TRANS_DATE>	TRANS_DATE

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