Want to zero-in on the exact information you're looking for?  Try filtering out everything else.



Sometimes when you look at the timesheet or other views (time logs, project tasks, time off, etc), you can't find what you're looking for.  There's just too much other data clouding your view.  Fortunately, there's a simple answer.  You can filter out all that data and see just what you are interested in.  That's what the tree at the left side of the main window is for.

Have you ever noticed that tree at the left side of the main window?  In it's default state, it just shows reports.  You click on a report and it runs.  But just above those reports is a hidden section for filtering.  It's hidden because filtering is an advanced feature.  But you can enable it by clicking the link named "<Click to show filter items>."

When you click this, the tree expands to show all the possible filter choices.  The choices are context sensitive to the selected tab.  (There are six tabs along the top.)  Each tab is a different view of your data, and the filter choices go along with it.  For instance, the Timesheet is a different view than the Project Tasks.  Each has it's own tab.

Clicking any item in the tree causes the current view to be filtered.  That normally means it will display less data.  For instance, if you click on a project, only the data for that project will be displayed.  All other data is filtered out.  And that's the real purpose of filtering -- to block out all the stuff you're not interested in.

But beware... often people forget they have filtered their timesheet.  Or don't understand what they have just done.  The come back later and can't find anything they are looking for, but they don't realize the view is filtered.  Simply clicking the little yellow "X" at the top removes all the filtering so you have a full view again.

Also see: Video: Columns of Data


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