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).
You are able to set any date range for the report and filter the time by clients or projects. The 'Settings' button will display the available columns for the Distribution grid and you can pick the ones you wish to view.
The Distribution section will show you how time was spent across projects and tasks:
If you click on any of the ‘Detailed’ links in the Report column, it will take you to the Detailed report for the specific client/project/task. The Detailed report will have the same date range and filters applied.
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 are able to choose from preset periods or set a custom start and end date from the calendar:
Choose how to sum the totals. Time logs will then be grouped and summed by the selected option, such as by day, by client, by team member, etc.
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.
Choose which columns to display in your report:
Set the level of details to display in the report:
‘Totals’ view will show you only the total sums, without any information on specific time logs.
‘Standard’ view will additionally show you each time log separately, however without the most specific details (no descriptions or start and end times)
‘Detailed’ view is your go-to view if you need to display everything in your report, including time log descriptions (notes), and start and end times for each time log.
Add, edit, or delete time logs quickly, right here in the Detailed report:
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.
Save the default view report setup. Once you have customized your view so that it suits your needs, you can save it, so that you don't need to adjust it again next time.
After you are done with column selection and other settings, just click here:
Send or download your report. You can send your Detailed report (with an added comment) to the selected emails as a PDF or XLS attachment directly from the app.
It is also possible to download it in three different formats:
Export (in .csv format)
The Timesheet report will show you a table grid with totals by days and by clients/projects/tasks. It also includes a column selector to include the information you need:
This should be enough information to get you started. If you have any questions, contact us via chat!