How do I add subtotals to my Time and Expense entry layout?

Adding subtotals is easy.

1. Go to Time Entries (or Expense Entries – depending on the type of layout) by clicking the appropriate button in the bottom left of the screen or by selecting View > My Time or View > My Expenses.
2. Find the name of the layout that you wish to view.  Click the name to select the layout.

3. Make sure that the Allow Summaries option is available.  Click the drop-down arrow beside the Layouts button.  The Allow Summaries option should be selected.  You can tell if the option is selected in 2 ways:

   • There is an orange square around the Allow Summaries icon to the left of the Allow Summaries option.
   • There is a Summaries icon beside the Column Names of all of the Columns in the Layout.
4. In the layout, go to the Column Name of the item you would like subtotaled (e.g., Hours Worked), and click the Summaries icon.

5. In the Summaries dialog box, select which type of subtotal you need from the following options:

   • Average: The sum of all of the items in the group divided by the count of entries in the group.
   • Count: The Number of entries in the group.
   • Minimum: The smallest value in the group.
   • Maximum: The largest value in the group.
   • Sum: Total of all items in the group.
6. The value will be added in the bottom row.  Multiple columns may be summarized in this manner.
7. To remove the Summary, click the Summary icon on the Summarized column and remove the summary selection.