The Timesheets Report provides a detailed view of employee time entries based on a selected date range and specific users.
Key Features:
Customizable Filters – Run the report for all users or select specific users from the dropdown menu.
Easy Report Generation – Click the "Run Report" button to generate the data.
Time Approval Workflow – Approve time entries by clicking the "Approve" button. (Once approved, time entries cannot be modified.)
Export Options – Choose from three export formats in the upper right corner for further analysis or record-keeping.
This report helps firms track employee hours, manage approvals, and ensure accurate time reporting for payroll, billing, or project tracking.
1. Navigate to View Reports > Time Tracking > Timesheets
2. Select View
3. Enter dates to filter. If you want time for all users select All Users or you can select a specific user to see their only time.
4. Click Run Report
5. Select option to export data to your PC if needed
6. Summary of hours by User by Billable Type
7. Select +Expand for details
8. Ability to Save Search for ease of use when accessing the same report multiple times
EXPANDED VIEW
- Select ^v to sort column ascending/descending
- Sort by Date, Client, Category and Time Entry (new)
- Detail of time entries by user
- Summary of hours by User by Billable Type
- Padlock icon indicates time has been approve
- Select +Collapse to return to summary view