Dashboard report
The Dashboard report displays the totals and will give you a general overview of how your time is being spent. Use this report when you are not interested in details of specific time logs, but rather the big picture (total time, time spent on specific projects, tasks).
Let's check how to configure the Dashboard view.
Select any date range you need. You can choose from preset periods or set a custom start and end date from the calendar:
2. Use filters to further narrow down your results to a specific client or project:
3. Set which columns to display in your report:
4. Select how you wish to group and view the report. You have three different options on how to group your data: by projects & tasks, by projects & users, or by clients & projects.
If you set the level of detail to 'Show subrows', the table grid will show both levels of grouping (for example, projects & tasks). If you 'Hide subrows ', the table grid will show only the first level of grouping (in our example, only projects; the rows with tasks will be hidden)
5. Show or hide the Activity chart:
The Activity chart shows how many total and billable hours were logged on a given day, week, or month. Here you can quickly spot any irregularities and see which days are the busiest. The "Average hours per day" dashed line shows how many hours are, on average, spent on days that have 1 or more time logs.
6. Check the Distribution of the hours and/or billable amounts. The section will include the columns that you previously selected.
If you click on any of the ‘Detailed report’ links in the grid, the link will take you to the Detailed report, prefiltered for the specific client/project/task and the selected date range. This way you can dig into more details quickly if needed.
Detailed report
In the Detailed report, you will find everything from totals to the most specific information on each time log.
Select any date range you need. You can choose from preset periods or set a custom start and end date from the calendar:
2. Choose how to organize the view.
Time logs will be grouped and summed by the selected 'Group by' option, for example, by day, by client, by project, etc.
You can set different levels of detail for your report:
‘Hide logs, show groups only’ option will show you only the total sums by group, without any information on specific time logs.
‘Show logs, hide notes’ option will additionally show you each time log individually, without the notes and attachments.
‘Show logs with notes & details’ view is your go-to option if you need to display all details in your report, including time log notes and attachments.
3. Use filters to further narrow down your results to a specific project, client, team member, task, … Filtering is available for the columns that are included in the report. To get more filtering options, add columns with other information.
4. Set which columns to display in your report:
6. Edit, add, or delete time logs quickly, right here from the Detailed report.
7. Bulk edit or delete time logs. First, use the filters to display all time logs that need a change or deletion. You can then select all logs (or select some logs) and edit or delete them in bulk.
*** When editing time logs in bulk, change just the properties that need to be changed. The empty inputs will remain the same as they are on the original entries. However, please note that when you change the Project, the original Tasks will be removed from the logs. You need to select a new Task for the logs.
8. See why a certain log was rejected by the administrator. To see the approval status of your entries, you need to add the 'Approval status' column in your report.
9. Send or download your report in different formats
The Detailed report can be downloaded in three different formats:
PDF report
XLS report (formatted)
Export (in .xlsx, non-formatted)
You can also send your report by email directly from the app:
If you wish to give a custom name to your file and include a comment, select the 'Download as' option from the Download dropdown.
Timesheet report
In the Timesheet report, you will find your data organized in a table grid. You will be able to select which columns to show in the grid and by this get different overviews of the time spent.
Select any date range you need. You can choose from preset periods or set a custom start and end date from the calendar:
2. Use filters to further narrow down your results to a specific project, client, or task. Please note that filtering is available only for the columns that are included in the report. To get more filtering options, add columns with other information.
3. Set which columns to display in your report:
This should be enough information to get you started. If you have any questions, contact us via chat!