Configuring the summary view

The Summary section at the bottom of the Daily Timesheet shows summary information about the time period that you are viewing.

See Summary information.

That tabs that are shown in the Summary section are configured as popups in the Popups page. Select Maintenance > System Administration > Popups.

This table shows the popup that corresponds to each standard tab in the Summary section.

Popup Tab
code_summary Code Summary
code_detail Code Detail
balance_changes Balance Changes
timesheet_edits Timesheet Edits
overtime_awarded Overtime Awarded
retroactive_adjustments Retroactive Adjustments
payment_summary Payment Summary

Each popup uses an SQL query of the WFM database to get the information that is shown in the tab. To modify the information that is shown in one of the existing tabs, edit the popup and update the query in the SQL field. These placeholders can be used in the query:

  • $wrksIds (Work summary ID): Returns a comma-separated list of work summary IDs that fall within the period being viewed.
  • $wblId (Workbrain locale ID): Locale of the current logged in user. Ensures that labels are displayed according to the user's locale.

If you want to add additional tabs to the Summary section, you can add additional popups.

See Adding a tab to the Summary section.