How to display the report data
The options in this section of the Report Setup dialog affect how TimeCache formats or saves the report.

Most of these options are found on the How to show it panel of the Report Setup dialog:

'How to show it' panel of the Report Setup dialog

Report title: The report title you enter will be used in the header of an on-screen report, or at the top of exported reports. You can use this title to identify special purpose reports, such as weekly reports or invoices. You can also change a report title by double-clicking it in the report window.

Sort by: This popup menu lets you select from different options for the order of displaying entries in the report. Depending on the type of report you are producing, there will be different options appropriate to the report type available. For example, Project reports allow you to sort by Date or Billing Category. There are two other options in all report types: Show expense entries first shows all expense entries, then all time entries. Show time entries first shows all time entries, then all expense entries.

Subtotal: If the Sort by selection is a specific column type (i.e. not time or expenses first), this checkbox is enabled. Checking it groups together and subtotals entries with the same value (e.g. the same date) within each main grouping (e.g. project, date or category, depending on the report type).

Subtotal time and expenses: If the Sort by selection is Time entries first or Expense entries first, this checkbox is enabled. Checking it splits the time and expense billing categories into two groups, with a subtotal for each group.

Layout: TimeCache lets you modify on-screen report layouts, and save those modifications as templates for future use. Each type of report has its own set of template files. For example, Date View reports have their own set of templates, and Multi-Project reports have a different set of templates. The default layout for each report type is named "Default", and is the only one available until you modify a layout for that report type and save the changes. To use a specific layout template, choose it from this popup menu.

View on screen/Export to disk: All reports except Date View, Date Range and Billing Category reports can be exported to disk in addition to being viewed on screen. This popup menu allowing you to choose the destination for your report is enabled for report types where the option is available. When you choose this option, you do not see an on-screen report, but instead are prompted for a location to save the exported data.

Project descriptions: When creating a report for more than one project at a time (client reports and multi-project reports and summaries), TimeCache can add the project description to the body of the report. This popup menu presents the options available. (The popup menu is not enabled if the report is to be exported. You can set TimeCache Preferences to include project descriptions in exported reports.) Don’t include tells TimeCache to omit project descriptions. Include with labels tells TimeCache to include descriptions with a descriptive label (you can set the label terminology in the Terminology section of TimeCache Preferences). Include without labels tells TimeCache to include descriptions, but not add labels.

Job/PO#: When creating a report for more than one project at a time (client reports and multi-project reports and summaries), TimeCache shows two popup menus that offer options to add job numbers and PO numbers to the body of the report. From the popup menu on the left, you can choose None to not include either, Job numbers to show only job numbers, PO numbers to show only PO numbers, Job/PO numbers to show Job numbers and PO numbers in that order, or PO/Job numbers to show PO numbers and Job numbers in that order. From the popup menu on the right, you can choose to show whichever combination you choose either: After Project name to place the additional information after the Project names, or Before Project name to place the additional information before the Project names. When you enable these options, TimeCache includes the information on the line that identifies the name of each project in the report.

Header on first page only: When checked, TimeCache includes the report header elements only on the first page of a multi-page report.

Restrict background to first page: If you have designated a default background PDF file to use for reports, or if you have chosen a report layout that includes a background, this checkbox is enabled. When checked, TimeCache includes the background only on the first page of a multi-page report.

Don't display client in Project names: TimeCache shows a project identifier above the entries for each project in multi-project and client reports. By default, TimeCache shows this as Client name:Project name. When creating a client report, you may consider the client name superfluous. If so, you can have TimeCache omit the client name by checking this checkbox. (It only appears in the Report Setup dialog if you are creating a Client report.)

A note about billing categories: TimeCache lets you define Report Aliases for billing categories. These aliases are used in reports and invoices to allow you to show a different names for billing categories than those you use to satisfy TimeCache's requirement for unique listing names. When sorting by billing category, TimeCache uses these report aliases instead of the billing category name, unless the report is being exported for merging.