Time by Employee/Item/Customer Reports
The Time by Employee, Time by Item, and Time by Customer reports include “soft-booked” time created by materializing the planned time for a project. These reports can be run for future dates to forecast resource demand by each of these dimensions. The forward-looking versions of these reports can be used by management to plan for project throughput and resource staffing decisions.
In addition, these reports are updated to give the option of including a time period dimension. For example, the user can see a comparison of values over a set of time periods, such as each of the first 6 months of the year. Because these reports include planned time, they can be run for future dates to see the demand for time by any number of dimensions.
Because these reports include planned time by default, you must filter out planned time to report on actual time only.
For more details on these reports, read the following:
Time by Employee Summary Report
The Time by Employee Summary report shows the sum of all time entered for each employee during a specified time period.
To see the Time by Employee Summary report:
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Go to Reports > Time & Billables > Time by Employee.
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A message appears indicating that your report is loading. The status bar indicates the progress as your report loads. You can click Cancel Report to stop the report from loading.
If you use NetSuite OneWorld, you can choose the subsidiary data to be displayed in this report by selecting from the Subsidiary Context dropdown in the results page footer. See Subsidiary Context for Reports.
If you need to include an employee's address on a report, it is recommended that you customize the report and add Home Address fields from the employee record. For more information, see Including an Employee’s Address on a Report.
Time by Employee Detail Report
The Time by Employee Detail report shows a list of individual time records entered for each employee, subtotaled by employee.
To see the Time by Employee Detail report:
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Go to Reports > Time & Billables > Time by Employee > Detail.
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A message appears indicating that your report is loading. The status bar indicates the progress as your report loads. You can click Cancel Report to stop the report from loading.
If you use NetSuite OneWorld, you can choose the subsidiary data to be displayed in this report by selecting from the Subsidiary Context dropdown in the results page footer. See Subsidiary Context for Reports.
If you need to include an employee's address on a report, it is recommended that you customize the report and add Home Address fields from the employee record. For more information, see Including an Employee’s Address on a Report.
Time by Customer Summary Report
The Time by Customer Summary report shows the time entered for service items for each customer during a specified time period.
To see the Time by Customer Summary report:
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Go to Reports > Time & Billables > Time by Customer.
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A message appears indicating that your report is loading. The status bar indicates the progress as your report loads. You can click Cancel Report to stop the report from loading.
If you use NetSuite OneWorld, you can choose the subsidiary data to be displayed in this report by selecting from the Subsidiary Context dropdown in the results page footer. See Subsidiary Context for Reports.
Time by Customer Detail Report
The Time by Customer Detail report lists, by customer, the individual time records for each service item.
To see the Time by Customer Detail report:
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Go to Reports > Time & Billables > Time by Customer > Detail.
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A message appears indicating that your report is loading. The status bar indicates the progress as your report loads. You can click Cancel Report to stop the report from loading.
If you use NetSuite OneWorld, you can choose the subsidiary data to be displayed in this report by selecting from the Subsidiary Context dropdown in the results page footer. See Subsidiary Context for Reports.
Time by Item Summary Report
The Time by Item Summary report shows a summary of all the time entered for each service item during a specified time period.
To see the Time by Item Summary report:
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Go to Reports > Time & Billables > Time by Item.
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A message appears indicating that your report is loading. The status bar indicates the progress as your report loads. You can click Cancel Report to stop the report from loading.
If you use NetSuite OneWorld, you can choose the subsidiary data to be displayed in this report by selecting from the Subsidiary Context dropdown in the results page footer. See Subsidiary Context for Reports.
Time by Item Detail Report
The Time by Item Detail report lists the individual time records for each service item, subtotaled by customer or project.
To see the Time by Item Detail report:
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Go to Reports > Time & Billables > Time by Item > Detail.
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A message appears indicating that your report is loading. The status bar indicates the progress as your report loads. You can click Cancel Report to stop the report from loading.
If you use NetSuite OneWorld, you can choose the subsidiary data to be displayed in this report by selecting from the Subsidiary Context dropdown in the results page footer. See Subsidiary Context for Reports.
These reports do not support reporting by period even when the Report by Period preference is set to All Reports. The Report by Period preference can be configured at Home > Set Preferences, the Analytics subtab.