Timesheet Totals Report

If you need to run a year-to-date (totals) report, follow these steps:

1. On the left, in your Mission Control, click Timesheets.
2. On the right, select either View program-wide data or View site data.

3. On the next page, choose the relevant Timesheet Template.

4. At the bottom of the page, select Build Custom Reports.

   
   

5. On the next page, choose Totals Report.

6. If you selected View site data in step 2, you’ll be prompted to choose the site or sites you’re assigned to. If you selected View program-wide data in step 2, this step will be skipped.
   
   

7. On the next page, Select Data to Export. You can choose as many data points as you’d like.
   
   
   
8. Under Select Site Breakout Options, choose what site data (if any) you would like to include.
   
   
   Your options are:
   1. Do not include site names - No column will display site-level data.
   2. Include site names (no breakouts) - All data for each reporter appears in a single row, with each site separated by “;;”. Use this option when you want to see where the reporter served each day, without tying specific hours to specific sites.
   3. Include site names (breakouts). - A separate row is created for each site where a reporter served. Use this option when you need to see the exact hours the reporter recorded at each individual site.
9. Under Select One or More Reporters, choose which reporters you’d like to include.
   
   
   Your options are:
   1. Include all relevant reporters.
      
      
   2. Select specific reporters.
10. Under Add Reporter Profile Data to the Report, select any reporter profile fields you’d like to include.
    
    
    Your options are:
    1. Do not add profile data.
    2. Add profile data. - Choose any number of Standard or Custom fields to include.
       
       
       
11. Use the Select a Time Period section to select the time period that the report should include.
    
    
    NOTE:  Each date range in the drop-down menu (e.g., May 6, 2026 – April 12, 2026) represents a single timesheet period.
    
    
    
    TIP: You can click Select a specific date range to enter exact dates instead of using timesheet periods.
    
    
12. Choose whether to Include audit trail timestamps. When selected, your report will include the status, date, and timestamp for: (1) The most recent time each reporter submitted the relevant timesheet, and (2) The most recent time a supervisor or program staff member approved or partially approved that timesheet.
    
    
13. Choose your report format by clicking View Data in an on-screen report or Export Excel.