Filtering and evaluating time entries
For a better overview of the times, TimePunch offers the possibility to create report filters. The name "report filter" comes from the fact that these filters can be used as a basis for report generation.
As of version 3.7, the menu items of the report filters are combined in the menu item "Filter".
Without an active filter, only the two menu items "Change report filter" and "Organize filter" are activated.
Change report filter
After clicking on the menu item "Filter / Change report filter ..." time entries can be filtered according to the set criteria. The following dialog is displayed for this purpose:
The filter dialog is self-explanatory. The point "Marker Selection" is important. If the check mark is set, only the time entries with the set mark (e.g. invoiced) are displayed. If the field is empty, only the entries without the corresponding mark will be displayed. If the field is filled over a large area, the marking is not relevant for the filter.
Save filter
An activated report filter can be saved for easier use. After clicking on "Save filter" the following dialog opens:
A private filter can only be used by the employee himself. A public filter from any employee in the organization.
Organize filter
The menu item "Organize filters" allows you to convert private filters into public filters and edit them afterwards.
Change Marker
Markers are an important tool in TimePunch to filter and evaluate time entries. Accordingly, TimePunch offers an easy way to change the marks of the filtered time entries. For example, it is possible to change a complete month of project times from "not paid" to "paid". To do this, a corresponding report filter must first be set on the project.
Then the menu item "Change markers" can be called up in the "Filter" menu.
The markers to be adjusted are set or removed in the dialog. Markers filled with check marks are set, without check marks the mark is removed. If the area is filled, the mark is ignored.
The second option is to select whether the mark should be changed only for the current employee or for all employees.
The "Ok" button is used to adjust the time entries and close the dialog.