To effectively track and manage employee time entries in NetSuite, creating a saved search report with date filters is essential. This process involves selecting the “Time” search type, setting relevant criteria, and configuring the results to display key fields such as Date, Employee, Hours, and Project. By grouping the data by employee, users can easily analyze time entries on an individual basis. Adding a date filter under the Criteria tab enables dynamic date range selection, making the report versatile and customizable. Once saved with an appropriate name, this report will provide a clear and
Steps to Create the Employee-Wise Time Report:
- Navigate to Saved Searches:
- Go to
Reports > Saved Searches > All Saved Searches > New.
- Select the Search Type:
- Choose “Time” as the search type to focus on time entries.
- Set the Criteria:
- Include necessary filters to refine the data. For example, you may want to filter out non-billable time entries or entries outside of a specific project scope.
- Configure the Results:
- Set the results to display key fields such as Date, Employee, Hours, and Project.
- Group the results by Employee to get a clear view of time entries per individual.
- Add Date Filter:
- Under the Criteria tab, add a date filter to allow users to set the desired date range for the report. This makes the report dynamic and customizable based on user requirements.
- Save the Report:
- Save the report with an appropriate and descriptive name, such as “Employee-Wise Time Report with Date Filters”.