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Adding a 'Contact' dropdown to 'View Time Sheet' reporting

JOSEPH MARSHALL

November 08, 2024 10:24

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Hi,

We’ve been long-time Studiometry users, and it’s essential to our daily operations as a creative agency.

We do have one request that would significantly improve our workflow:

Adding a ‘Contact’ dropdown to the ‘View Time Sheet’ section.

Many of our clients have multiple contacts with each project associated to a specific contact. While we can currently log time to these projects, our exported reports end up being somewhat client generic. Adding a ‘Contact’ dropdown filter in the 'View time sheet' would allow us to report hours more accurately for each contact involved.

Thank you for considering this addition! It would be a valuable feature for us.

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2 comments

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  Oranged Support November 08, 2024 17:59 Official comment

  Just wanted to follow up to let you know that we've added this feature to Studiometry and released it in version 16.2.5, which is available now:

  ​https://support.oranged.net/hc/en-us/articles/31727314419853-Studiometry-16-2-5-Released

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  Oranged Support November 08, 2024 14:36

  Hi Joseph,

  Thanks for the feedback. This is definitely something we can look into adding for an upcoming version. For now you can achieve most of this using a Smart Group and custom summaries.

  1. Create a new smart group for the contact's projects

  2. Go to Summaries Menu > New Custom Summary. In the window that appears, you can change "All Debt/Credits" to be whatever you'd like to report on.
  
  3. Next, click the big plus (+) button to Add New Grouping Tier and select Project.

  4. In the row that appears, click the Filter Column and change it from None to Group. You can then select the smart group you created earlier to filter the projects included in the summary by that specific group.
  
  You can use this window to generate summaries of most item types in Studiometry so hopefully this will be what you're looking for.
  
  At the same time, this custom summary would need to be created for each contact so it could be a tedious process. So we've added the request to have filterable contacts list in the View Timesheet window.