Time Report

  1. Time reports show the billable, non billable, invoiced and unvoiced hours information for all Client, Project, Task type, Users and Date.
  2. Administrator can view all Client, Project, Task type and Users for the selected date range.
  3. For project manager + finance, project managers and users can view their projects to which they are assigned.
  4. Choose Reports > Time menu to view time report where you can view list of filters at the left.
  5. time report

  6. By default the date range is month view for all projects and you can customize the date range by choosing the date filter at the top right.
  7. In Report Grid all Columns should be sortable by choosing the header at the top of each column.

Filters

filters

  • For administrator all clients, projects, tasktype and users are displayed in summary view and detailed view.
  • You can select the options in the text box to filter particular clients, projects, tasktype and users.

Group by Client

Client

  • By default group by client option is selected and you can view the hours of each client in the listing.
  • You can view Total billable hours, non billable hours, billable amount, invoiced hours and uninvoiced hours of each client.
  • Click on client link will display the project hours of the selected client.
  • Click on the projects link will display all task type related to the projects.
  • Click on the task type link will display all the users working in the task type.
  • Click on the users will display the working hours period for the date range selected.

Group by Project

projects

  • Choose the option group by project and you can view the hours of each projects for all clients.
  • Click on the projects link will display all task type related to the projects.
  • Click on the task type link will display all the users working in the task type.
  • Click on the users will display the working hours period for the date range selected.

Group by Task

task

  • Choose the option group by task and you can view the hours of each tasktype for all clients.
  • Click on the task type link will display all the users working in the task type.
  • Click on the users will display the working hours period for the date range selected.

Group by Users

user

  • Choose the option group by Users and you can view the hours of each users.
  • Click on the users will display the working hours period for the date range selected for the projects.

Group by Date 

date

  • Choose the options group by Date and you can view the hours of all users with in the date range.
  • Click on the date will display detailed view of the project, task and user for the particular day.
  • For group by Period (Date), there are options to display by Date, Week, Month & Year.
  • By default Date option will be applied till Semi-Monthly filter.
  • From Month to Quarter, Week will be applied. For year, Month will be applied.

VIEWS 

Views

Summary

columns

  • In summary view, you have list of columns like Client, Hours, Billable Hours, Non-Billable Hours, Billable Amount, Invoiced Hours and Un-Invoiced Hours.
  • You can select or deselect the columns in the left to hide or unhide in the time report listing.
  • In Summary Report, by clicking a row will lead to detail report.

Detailed

column2

  • In Detailed view, You have list of columns like Client, Period, Project, Task type, User, Task, Hours, Start-End time, Notes, Billable Hours, Non-Billable Hours, Rate, Billable Amount, Invoiced Hours and Un-Invoiced Hours.
  • In Detail report, Client, Project, Task Type & User will be group by combination.

Date range

Custom Date

  • You can change the fixed date range by choosing the down arrow in the top right of the report.
  • By default the date range is “this month” and click on the down arrow will display a dropdown with a list of fixed date range.
  • Selected date range is displayed next to the down arrow which have up arrow and down arrow at the end.
  • You can click on the arrows to navigate between the date range selected  already.
  • In date popup we have custom date to choose for a particular period.

Export  Report  Data

Export Report Data

  • You can export the summary or detailed report results  to PDF, Excel and CSV format.
  • Each report can be exported to the date range selected in the date picker.