Task and Activity Report

Reports

Use the Task and Activity Report to review hours recorded for a task or activity.

Contents

Task and Activity Report
1. Printing Task and Activity Report
2. Options

Printing Task and Activity Report

1. Open Connect Timekeeping > Reports > Task and Activity Report.

2. Select a report title.

3. Fill in the report options.

4. Click Print (CTRL+P).

The report prints.

Options

Activities

Use an Activity to track transactions in the General Ledger and other Caselle subsystems that interface to the General Ledger. In Timekeeping, an activity is a subset of a task. Example: 101 Clerical, 102 Administrative Assistant, and 103 Council Support are activity codes in the task titled Administration.

Task: 1 Administration

Activity: 101 Clerical
Activity: 102 Administrative Assistant
Activity: 103 Council Support

Do you want to include all activities?

Yes, include all activities. Use the Activities drop-down list to select All Activities.
No, let me choose which activities to include. Use the Activities drop-down list to select Selected Activities. Click Select. Use the Selection form to move the activities to the Selected Activities list. Click OK.

Report dates

Report Dates is the report date range.

Do you want to use the current pay period as the report date range?

Yes, I want to use the current pay period. Continue to the next step.
No, I want to use a different pay period. Change the Report Date, or click Advanced Options.

Report style

Use the report style to select how much information will print on the report. The detail refers to the small elements, or pieces, that make up a transaction. Use a summary to add up the selected transactions and post the amount as a single line on the report.

What do you want to do?

Print each transaction on the report. Use the Report Style drop-down list to select Detail.
Add up the transactions and print the total on the report. Use the Report Style drop-down list to select Summary.

Tasks

Select the tasks to include on the report.

Do you want to include all tasks?

Yes, include all tasks. Use the Tasks drop-down list to select All Tasks.
No, let me choose which tasks to include. Use the Tasks drop-down list to select Selected Tasks. Click Select. Use the Selection form to move the tasks to the Selected Tasks list. Click OK.