TeamTime - Creating Custom Report Pages

If the existing Report pages don't quite show everything you want to see, you can add your own custom Report pages to TeamTime using standard SharePoint methods.

Because all of TeamTime's own pages are reset on upgrade, we don't recommend modifying the existing pages, instead its better to create your own custom report pages.

There are 4 steps to this process.

1. Adding a web part page
2. Adding the Report web part
3. Adding the Filtering web part (Optional)
4. Adding a Quick Launch link (Optional)

You can read detailed instructions below and view a video here.

1. Adding a web part page

To add a new web part page:

2010 2013 & 2016

Under the Site Actions menu, choose More Options...


Filter the dialog by Page and choose Web Part Page

You will now see the New Web Part Page form. If this is the first page you've added to the site, you'll see the following link under Save location:

Click the link on Create new document library, enter a name, and click Create.

Once the library has been created, return to the New Web Part Page form by following the same steps as previously.

At the bottom left of the quick launch menu select Site Contents and then click the Site Pages library


If the Site Pages library is missing, click the cog at the top right of the screen and select Site Settings. Under Site Actions click Manage Site Features, and then Activate and Deactivate the "Wiki Page Home Page" feature.


In the Site Pages library, click the Files tab in the ribbon, then from the New Document drop-down select Web Part Page


Now you can give your web part page a name, and choose a layout that suits you. Generally Header, Footer, 3 Columns is a good option, as it's very flexible.

You will then see your newly created blank web part page


2. Adding the Report web part

On your new web part page, click Add a Web Part. If you're modifying an existing page, then you'll need to click Edit page under Page on the ribbon first (or under Site Actions on 2007).

From the web part Categories choose TeamTime, and from Web Parts choose TeamTime Reporting.

Then select the section of the page you want the web part to be added to, and click Add.

On the top right of the newly-added web part, click the downwards arrow to open the web part menu and select Edit Web Part (or Modify Shared Web Part in 2007).

You can now configure the web part to display the fields you want to see (including Custom columns) by choosing up to 3 levels to group by in the right hand side configuration window.

For example - this will group by Project, Task and Person from Approved Timesheets only and allow you to click on a persons name to view their timesheet for the current week.

The order of the columns in the configuration is the order they will be used to group the data.

You don't have to use all 3 columns - for example you can just group by Project and Person. You can't group by more than 3 columns.

Click Ok to update the web part.

Click Stop Editing to save the page.

You've now got a Report that can display the columns you choose, for a particular date range and can show the either Hours or Cost grouped into Days, Weeks or Months.


3. Adding the Filtering web part

Optional - you don't have to do this unless you want more filtering choices than the Date Range already provided by the Report.

If you want to filter your reports (perhaps only show a particular Project, Task or Person), you can use the same method mentioned in the previous section to add a TeamTime Filtering web part to your page.

Once this has been added, you can connect the Analysis and Filtering web parts together: Open the web part menu on the Filtering web part, and open the Connections submenu, followed by Provide Filter To. Here you should be able to choose the TeamTime Reporting web part(s) to link to your Filtering web part.

Now that the web parts are connected, you can set up the filtering options you want to see. Open the Edit Web Part pane to configure. The Filtering web part is a version of FilterPoint that has been integrated into TeamTime. For details on its configuration, please see the FilterPoint Configuration Manual.

For example - perhaps we want a Report showing only the Leave project.

Click New and enter the Label "Project"

Leave Filter Style as DropDown

Set Get Filter Values to From A List = Projects and Field = Title

In Field Name choose From the connected web part and Project

In Default Value enter "Leave" (as in this example we only want to see the time entered in the Leave project)

Under Layout un-check "Show an 'Apply Filter' button".

Hit OK to save then Stop Editing.

4. Adding a Quick Launch link

Optional - you don't actually have to add a report to the Quick Launch menu to use it - it just make it easier to find.

To add a link on the Quick Launch menu to your page, open the Site Settings under the Site Actions menu.

On the Site Settings page, under the Look and Feel section click Quick launch

From here you can create add headings and links to your quick launch menu. We will create a new heading by clicking New Heading and then a New Page underneath that.

We then have to enter a required URL for the heading (the custom report page will do), and a name such as Custom Reports then Click OK.

You can then add a link to your custom reports page by clicking New Navigation Link (next to the New Heading link), filling in an almost identical form, and selecting your new heading under the Heading section at the bottom.

Note - these screenshots show "Custom Analysis" as the heading name but you can use whatever label you like.


What next?

If you want to see more handy tips, then have a look at our other guides: TeamTime Guides