How To Generate A Specific Project/Task Report

Ad-hoc report is a tool in TribeHR that you can use to create customized reports. Compared to the Time Tracking Report, this reports displays a breakdown of project/ task completed by employees for a certain day. If you are given permissions to View the Ad-Hoc Reports you can run a specific task report.

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  • To create a this report using the ad-hoc reporting tool, navigate to Reports tab then click on Ad-Hoc Reports. Here you will find saved ad-hoc reports (if any). 
  • To create a new report, click New Report.

  • From the drop down menu, select the record you wish to pull from, for this report we are going to pull from TimeEntry
  • Click Continue to move to go the next screen. 

  • In the Choose Your Content section, click on the fields you wish to view in the report. For the TimeEntry Report the most useful columns are:
    • Time Entry > Date
    • Time Entry > Hours
    • Time Entry > Created
    • User > Username
    • User > Access
    • Project > Name
    • Task > Name
  • Click Next Step, to move to the next screen.
  • In the filter results screen, you can filter the results depending on the parameters you select. Click Add a New Filter to create a new filter. 
  • To run a report for a specific project, the recommended filters are: 
    • Field: Project > Name , Operator: equal to, Value: Training Projects [Project that you want to pull out the report for ]
  • To run a report for a specific task, the recommended filters are: 
    • Field: Task > Name, Operator: equal to, Value: End- User Training   [Task that you want to pull out the report for ]
  • Click Next Step, to move to the next section.

  • In the Sort Results screen, select the columns you wish to sort the report by. For this report the most useful would be Department > Name and then by User > Username > Ascending.
  • Click Next Step to move to the next screen.

  • In the Choose Output screen, create a Report Name, choose if you want a line to display the total number of records, select your Output format (HTML or Excel) and choose your Style (Simple or Styled).
  • Click Preview Report, to view a preview of your report, if you need to edit anything further you can use the previous step button to go through the previous screens and edit your report.
  • Once you are satisfied with your report, click Save Report. This will save it to your Ad-Hoc Reports library, so you can access it whenever you wish.

  • Once you save this report, it can be accessed at any time, by navigating to the Ad-Hoc reports screen and click on the name of the report. 
  • If you want to change anything, click on the gear and click edit request. (This is useful if you want to run the report using a different filter)
  • Using this gear you can also copy or delete this report.

Still have questions about creating a task report? Submit a help request and the TribeHR support team will be happy to help!

Have more questions? Submit a request

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