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[#60477] 15.2 Documentation: Export cost query as timesheet PDF http… #17563

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33 changes: 27 additions & 6 deletions docs/user-guide/time-and-costs/reporting/README.md
Original file line number Diff line number Diff line change
Expand Up @@ -10,7 +10,8 @@ keywords: time and cost reporting

You can easily report spent time and costs in OpenProject and filter, group and save the reports according to your needs.

> **Note**: To use the time tracking functionality, the **Time and costs module** needs to be activated in the [project settings](../../projects/project-settings/modules/).
> [!NOTE]
> To use the time tracking functionality, the **Time and costs module** needs to be activated in the [project settings](../../projects/project-settings/modules/).

| Topic | Content |
|---------------------------------------------------------------------------|---------------------------------------------------------------------------------------------------|
Expand All @@ -28,7 +29,7 @@ To open the time and costs reports in OpenProject, navigate to the **Time and co
<div class="glossary">
**Time and costs** is a plugin to filter cost reports on individual or multiple users across individual or multiple projects. The plugin has to be activated as a module in the project settings to be displayed in the side navigation.
</div>
![time-and-costs-report](image-20210305134828633.png)
![Time and costs module in OpenProject](openproject_userguide_timeandcosts_module.png)

## Change time and costs reports

Expand All @@ -43,19 +44,19 @@ Depending on your rights in the project, multiple users can also be selected. Th

The results will then be displayed in the time and cost report below.

![filter-time-and-costs-report](image-20210305134143475.png)
![Time and cost reports filters in OpenProject](openproject_userguide_timeandcosts_module_filter.png)

### Group by criteria for cost reports

The time and cost reports can be grouped by selected criteria, such as dates, work packages, assignee, or any other field, incl. custom fields.

To add grouping criteria to the columns or rows of the report, select the drop-down field on the right to **add grouping field**.
To add grouping criteria to the columns or rows of the report, select the drop-down field on the right to **add a group-by attribute**.

![Time-costs-group-by](Time-cots-group-by.png)
![Group time and costs report by attributes in OpenProject](openproject_userguide_timeandcosts_groupby.png)

The grouping criteria will then be added to the columns or rows of the report.

Click the blue **Apply button** to display your changes.
Click the **Apply** button to display your changes.

![Time-costs-reports-columns-rows](Time-costs-reports-columns-rows.png)

Expand Down Expand Up @@ -94,3 +95,23 @@ Click the grey **Export XLS** (Excel) button.
You can then continue working in the Excel spreadsheet to filter, group, or import the data in different systems.

![Excel export time and cost reports](image-20200212131921959.png)

## Export time sheets

You can **export reports for time entries** in PDF format under *Time and costs* module of your project.

> [!TIP]
>
> Keep in mind that this report will only include time entries, but no the cost ones.

To prepare the export, first filter and set up the report according to your preferences and click the **Export PDF timesheet** button.

> [!NOTE]
>
> Please note that "Group by" settings won't be applied to the exported file.

![Settings for timesheet PDF export in OpenProject](openproject_userguide_timeandcosts_timesheet_export_settings.png)

A PDF file will be generated, containing the time entries specified by the report.

![Timesheet PDF export in OpenProject](openproject_userguide_timesheet_pdf_export.png)
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