I NEED TO SEE A TIME SUMMARY FOR THE WEEK


The Company Timesheet Report allows you to view aggregate timesheets for the whole company. 






WHAT SETUP IS NEEDED FOR THIS REPORT TO WORK EFFECTIVELY


  • Tasks must be assigned to an owner.

  • Tasks must be assigned to a job.

  • Employees ideally must belong to a department.

  • The daily capacity needs to be set for employees (see tutorial). 

  • Billable hours need to be set for each user.

  • Users must accurately track time.


HOW TO ACCESS AND USE THIS REPORT

  • Reports>Tasks>Timesheet Report:Company

  • The report will show all employees hours worked per week. 

  • Filter the search by department, billable or nonbillable hours as well as between a given period of time. 

  • Results can be exported as a CSV file or a PDF at the bottom of the report. 


HOW IS THE DATA CAPTURED TO POPULATE THIS REPORT


Simply by creating, tracking time to tasks and closing tasks will give you the necessary data to make this a valuable and insightful report. 


The following users are involved in the data that populates this report:

  

  • Traffic / Project Managers - these are the users who assign tasks to users and jobs and ensure all the correct information is set on the task. 

  • Anyone responsible for doing work on tasks - these users must keep their tasks up to date and track time accurately when required according to the relevant billing rate.


HOW TO MAINTAIN THIS REPORT

  • Host a weekly meeting with your traffic/project manager and review the Timesheet Report to ensure all work is correctly allocated and on track.

  • Make sure tasks that are complete are marked as closed.

  • Make sure every user has recorded all time tracked correctly.

  • If users are not accurately tracking time you could force them to track time to tasks in your settings. Learn how to force users to track time to tasks in this tutorial

  • Learn how to gain more powerful reporting and analytics on where time is being spent on your business and with your clients by looking at this tutorial.



HANDY TIP:

If you want to pull the report for an individual you can go to User Timesheet Report.

Alternatively, a quicker way to see the Timesheet Report for an individual is to click on the name of that individual on the Company Timesheet Report and it will take you straight there.



PLEASE NOTE:

We would also highly recommend you look at the Company Time Summary Report as it shows you all the information shown in the Company Timesheet Report and more. 


Next step: 


Learn how to save your popular searches

See how to use data tables