The Timesheet report displays metrics on time allocated to tickets so you can improve resolution times and optimize technician productivity.

The Timesheet report displays metrics on time allocated to customer tickets, and related billing information.

Understanding the Timesheet report

Summary

This section provides an overview of the following data for the selected time period: Tickets, Time Entries, and Hours Worked.

This section provides an overview of the following data for the selected time period: Tickets, Time Entries, Hours Worked, and Total Amount.

Ticket Information

This section contains a detailed run-down of tickets for a selected time period, including the following:

• Ticket ID: The unique identifier assigned to each ticket. 
• Site name: Displays the name of the site.
• Customer name: Displays the name of the customer.
• User name: The user who originally opened the ticket.
• Contact name: The contact who originally opened the ticket.
• Contract name: The name of the contract associated with the ticket. 
• Technician name: The name of the technician set on time entries.
• Title: Displays the brief title or description. 
• Resolved date: The date that the ticket was marked as resolved.
• Resolved: The box is ticked if the ticket has been resolved.
• Billable: The box is ticked if the ticket is billable.
• Invoiced: Whether or not an invoice has been generated.
• Taxable: Indicates if the ticket involves taxable services or products.
• Rate: For Retainer/Flat Fee contracts, the displayed rate will be 0.00.
• Hours: The total number of hours logged for the ticket.
• Amount: The subtotal for a given ticket at the time the report is issued.

Generate the Timesheet report

To run the timesheet report:

1. From Reports (on the sidebar), click General > Timesheet.

1. From Reports (on the sidebar), click Profitability > Timesheet.

The Report page appears.

2. Select the report parameters.

• Filter by: Filter results by Ticket Resolved Date or Time Entry Date.
• Time period: Choose your time period from the options provided or set your own custom range. Then click Apply.
  Note: Last X Days refers to the previous X days while the Last X Months refers to the previous X calendar months. For example, if you select Last 60 Days on June 15th, the period will be April 17 - June 15. If you select Last Two Months on June 15th, the period will be April 1 - May 31.
• Technician names: One or more technicians to filter their associated tickets.
• Site names: Tickets related to specific sites.
• Customer names: Tickets related to specific customers.
• Contract names: Tickets filed under specific contracts.
• Include amounts: Check the box to display the ticket rates and amounts.
  Note: For Retainer/Flat Fee contracts, the displayed rate will be 0.00
• Include all tickets: Check the box to display every ticket (except for Deleted tickets) in the selected time period.
  Note: Only Resolved and Closed tickets will appear if left unchecked.
• Ticket rounding: Check the box to round the ticket times according to the settings applied. Learn more
• Include ticket custom fields: If you have custom fields, select them from the dropdown list. Learn more

3. Click Generate.

The Timesheet report appears.

To export the report: 

Click the Export dropdown in the upper-right corner and select Excel or PDF. 

Schedule the Timesheet Report

You can schedule the Timesheet report to be delivered to your customer's or technician's inbox on a regular day/time of your choosing. Learn more

You can schedule the Timesheet report to be delivered to your users' or technicians' inboxes on a regular day/time of your choosing. Learn more