Summing columns in a report

[Will Schaffran]

I'm creating a report using the Time Card table to replicate one of our reports from another system (picture below). The grouping is on the user (I marked out names in red), and we report how much time they spent on each project (marked out in black). Time range will be dynamic so we can report a user's total hours for weeks, months, or whatever time range is selected. I need to be able to sum the column results per user, which you can see at the bottom of the picture. How do I do this in a list report? Do I need to create a pivot table?

  

[Community Alums]

Multi-level pivot supports multiple columns and multiple rows. Hence the name 🙂

[Adam Stout]

Interestingly, this could be a list view (not a report).  The daily values are stored in separate fields and a pivot can only aggregate one field.  You can look at the daily aggregate tables for reporting if you would like.

Performance Analytics is not a great option for this generally, because we wouldn't want to breakdown on a user (although this could work if we are in the hundreds (or low thousands) of users.

Have you reviewed the OOTB resource reports?

[Will Schaffran]

A few questions.

How do you create a list view? I'm not familiar with the concept. Is it just a view?

Which aggregate tables are applicable for recreating our report?

Which resource reports could we use? The Time Sheets>Time Cards>All report is very similar to what we need, except we need a comments field and daily and weekly total sums.

[Adam Stout]

I'm referring to a normal list (or list report).

Try the table time_card_daily.  However, I'm not sure if you'll get comments.  You may have to report directly on time_card to get the comments and you won't have aggregates (which is why a list report may be what you want.

[Will Schaffran]

I'm using a list report on the Time Card table to get comments. I just don't know how to do the aggregates for each day and the Total column.