Timesheet Reports

Setup Tables

The Timesheet Reports reveal the Trustee and staff hours you have entered on the Timesheet form, listing the date and description of each activity along with the hours, rate and total amount (which may be zero if only tracking hours).

Trustee Suite offers two Timesheet Reports.  The Timesheet 1 and 2 Reports (shown below) offer the same information entered in the Timesheet screen, but in slightly different formats.

To view and/or print a report, there are two options:

•  From the top Main Menu toolbar (File Menu), select ‘Print Reports’ from the drop-down menu, and select either ‘Timesheet 1’ or ‘Timesheet 2’ from the Print Reports screen under the ‘Other’ tab.

-OR-

•  From the Trustee Suite Main Menu toolbar, click on the ‘Reports’ tab, which invokes the Print Reports screen.  Select either ‘Timesheet 1’ or ‘Timesheet 2’ under the ‘Other’ tab.

Unique Timesheet Parameter

Provider (from the Parameters for Timesheet 1 Report screen):  The ‘Provider’ option allows you to run this report for just one staff member (usually the Trustee), or to select ‘All Staff Members’ from the ‘Provider’ pull-down list.

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