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Time Entry Sieve
Background Tour
Purpose/Background
• FILTER out a list of time entries that may be WRONG so that you can have them corrected BEFORE your engineers submit their timesheets
• Can be SCHEDULED to automatically be e-mailed on a schedule of YOUR choosing
• YOU define the criteria for entries that are “wrong”
Notes and Notices
• Gives YOU the capability to define the criteria for entries you believe are “wrong”
• You save your “criteria” as “Bookmarks”– Gives you “one-click” acces to them– Allows you to “schedule” them for
automatic e-mail delivery
Where to Find the ReportPlanning & Analysis > Time > Time Entry Sieve (AG)
Initial Screen with Defaults
RESET report back to default
settings
Configure Parameters(Upper-right of Screen)
Show Time Entries up to this date
Show Time Entries for last X days
What are your “normal business hours”?
Which engineers to show?
Show an “error description” with the report
REFRESH report with current parameters
SAVE current settings as a Bookmark
RESTORE a saved
Bookmark
Configure Parameters (cont’d)(Upper-right of Screen)
View this SlideShow
E-Mail this report NOW
Export as Excel or PDF
Example:
Show Time Entries that have NO “Work Role”
Using the FILTER button
Defining a FILTER
1. Click FILTER button on the left-side of the report
2. Select the column (i.e. “field”)
Defining a FILTER
3. Select type of COMPARISON
4. Type in “value” to match (or click “…” button to pick from a list”)
Defining a FILTER
5. Click ADD and you’ll see your criteria listed at the bottom under “Filters”
6. Click FILTER button to “hide” the filter criteria.
NOTE: You can create MULTIPLE filters, including AND/OR logic to define complex filter criteria.
SAVE Bookmark for Later Re-Use
7. Click SAVE to save a new Bookmark.
8. NAME the bookmark and click “Save Bookmark” button
to save under your account name.
Run Bookmark on-screeen
Using a BookmarkRESTORE
1. Click RESTORE
2. Pick bookmark from the list…
DELETE this bookmark
Run Bookmark and Export
results as EXCEL
SCHEDULE Bookmark for later e-mailing
Change name of a Bookmark
SCHEDULING a BookmarkRESTORE
1. Click RESTORE
2. Click “Calendar” icon next to the bookmark to schedule…
SCHEDULE Bookmark for later e-mailing
SCHEDULING a BookmarkEnter Details for the E-Mail
3. Fill in the details and hit UPDATE button…(More detail on schedule frequency in a later slide)
Click UPDATE when complete
To send to multiple addresses, put a semi-
colon between the addresses
SCHEDULING a BookmarkConfirm
4. Confirm that everything is as you wish, then hit SCHEDULE
Click SCHEDULE
when complete
Let’s take a look at the “frequency” options for your schedule…
Scheduling Frequency OptionsWeekdays
Select WEEKLY
Pick the days of the week you
want the report
delivered
Scheduling Frequency OptionsMonthly
Select MONTHLY
Pick the day of the month you want the report
delivered
Pick which months you want the report delivered
Scheduling Format OptionsHTML, Excel or PDF
Great, but how do I see what jobs have been scheduled?...
Manage Scheduled JobsAlso available from menu at SCHEDULED REPORTS > SCHEDULED REPORTS
Click VIEW SCHEDULE
DELETESchedule
Run NOW
See messages from Last Run
(click green arrow)
Some REAL WORLD Examples you may want to
Bookmark and Schedule
Some ideas to get you started
Example Bookmark Reports“Work Role” entry is missing (or set to your default)
Example Bookmark Reports“After Hours” work not using “After Hours” Work Type
Example Bookmark ReportsNotes mention “Server” but work role does NOT include “Server”
Example Bookmark ReportsNo NOTES on the Time Entry
Bookmarks on Main MenuListed under this report to provide “one-click access”
NOTE: After you create a new bookmark, you’ll need to refresh your Main Menu screen to see the new bookmark
appear under the report in the list.
Click the report name to go to the report showing ALL data
Click a Bookmark to go to the report using the Bookmark
criteria you have set up
Executive Briefing ServiceOther Resources
www.YouTube.com/NewHavenTechwww.linkedin.com/company/new-haven-technologies-llcwww.FaceBook.com/[email protected]/NewHavenTech
https://marketplace.connectwise.com/p/177/executive-briefing-service-for-connectwise
