Custom Reports: Timesheet

Custom Reports provide the flexibility to manage exactly what data is exported as well as how it is exported. You can create and use as many custom reports as you like.

Creating a custom report

Login to Tātou and navigate to Reporting > Reports > Custom Reports then select + ADD

Choosing your set up:

1. Name
   A clear title for yourself and your team

2. Report type
   The report type determines what the underlying data is that you’re reporting on. This article refers to ‘Timesheet’ types. If you want to build a custom ‘Payroll’ timesheet report, which includes more options such as summary rows, click here.

3. Description
   Supporting detail for yourself and your team to understand the report purpose or usage

4. Show column titles
   Includes your columns titles in row one of your report

5. Timesheet configuration: ‘Group timesheets by'
   Include all timesheets rows or condense by data type e.g. group timesheets together that were tracked on the same day for a ‘daily summary’ of time and cost. Select multiple to add more detail e.g. group by date, location, task and rate for a ‘daily harvest summary’ of time and cost by property, activity and bin rate. Add columns as usual.

Adding columns

These are the columns that make up your report’s output. Each column has a name and a type. The column type determines what data you want in this column. There are a lot of types, and they all have a description of how they work.

Custom Logic is an advanced column type, so if you cannot find a column type that suits your requirements, please contact support@tatou.app and we can help get this working for you.

Running a custom report

Active Custom Reports are shown in your Report Type dropdown when running a report. You can run these just like any of our standard reports, and apply filters as needed.

Please note that some reports require elevated permissions (eg Payroll reports requires you to have the Payroll permission), so you may not see all reports available in your Organisation.

Getting stuck with Custom Reports, or have any questions? Get in touch with the team at support@tatou.app and we’ll help you get it sorted.