Resource Report (Reports > Resources) is generated based on time log entries, and provides details of how much time an individual user or all users have utilized within a selected date range.

Four variations of the report are available, Person Summary, Detailed time sheet, Resource Loading Report, and Resource Loading by Role. Choose the one you want by selecting the respective tab:

Person Summary

Person Summary is a report with time inputs added up for each selected user and totals shown. This shows as a left hand part of the report. The right-hand section of the report presents time utilization by activity type (task, issue or request).

To run a person summary report:

1. Select Person Summary tab on the Resources Report page (see picture above).
2. Select a date range.
3. Select the user for whom to run the report.
4. Click 'Run'.

A sample person summary report is shown in the picture below.

Detailed Time Sheet

The Detailed Time Sheet is a full account of time resources utilized by a selected user (all users) within a specified data range, broken down by projects and subtotaled per each. The bottom line shows a total of time utilized by the user within the specified date range.

To run a detailed time sheet report:

1. Select Detailed Time Sheet tab on the Resources Report page (see picture above).
2. Select a date range.
3. Select the user for whom to run the report. 
4. Click 'Run'.

A detailed time sheet report is shown in the picture below.

Resource Loading Report

This report allows you to see what loading your staff or team members have per day within a specific date range. It is a convenient way to see at a glance how workload is distributed in your department or team.

The report assumes that load on any given activity is distributed evenly across both the lifetime of the activity and its team of assignees. Additionally, the workday is assumed to be 8 hours long.

To run a resource loading report:

1. Select Resource Loading Report tab on the Resources Report page (see picture above).
2. Select a date range.
3. Select the user for whom to run the report. 
4. Select type of report: Daily, Weekly, Monthly.
5. As an option, use 'Hide activities without estimated hours'.
6. To include draft projects in the report, select 'Show Drafts'.
7. Select a filter: People

• People, Projects and Activities,
• People and Projects, or
• People

8. Click 'Run'.

A detailed time sheet report is shown in the picture below.

Only active projects/activities will show up on the resource loading report (status is not closed or equal to completed) because the purpose of this report is to show you how loaded your users are - if something is closed then it's not going to affect how loaded your users are with current tasks.

Days, as represented by square cells on the report, with a loading of more than 8 hours, are highlighted in red.

If you don't see any users or work hours value(s), in the report, check the respective activity/activities to make sure that users are assigned, and the activity has hours entered in the Estimated Hours field.

NOTE ON PERMISSIONS: The report will not display the projects or activities that you are unable to view due to lacking permissions in your role.

Export to Excel or PDF

As soon as a report is generated, you can have it exported to Excel or PDF by clicking the additional options button () at the far right end of the toolbar and selecting 'Export to Excel Worksheet'.