How To: File Reports
The File Reports section of Thread provides users with a complete overview of how much time members in the organisation have spent on files and the cost of time spent. File Reports can be viewed based on the specific file owner, all file owners and a particular date range.
If you need to generate a report for a particular year or file owner, you can choose your username, select the date range, and you will be given a complete report of the time you’ve spent and associated costs. You can then print this report directly from Thread.
Viewing and Exporting File Reports
1. Click Reports on the left side pane of Thread.
2. Click General Reports from the drop-down menu.
3. On the General Reports page, scroll down to Others, and click to open the drop-down list.
4. Select File Reports.
5. A pop-up window will appear on the right side of the page. Enter filters for viewing the file report including the file category, the file owner (or all owners), and a date range.
6. When finished applying filters, click Preview in the top grey pane.
7. The file report will automatically generate. Click the buttons shown to export the report to a PDF or Excel document.
You can also print directly from Thread by clicking the printer icon shown.
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