Help CenterThe 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.
This article describes:
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
- Site name
- Customer name
- User name (the user who originally opened the ticket)
- Contact name (the contact who originally opened the ticket)
- Contract name
- Technician name
- Title
- Resolved date
- Resolved (the box is ticked if true)
- Billable (ticked if true)
- Invoiced (whether or not an invoice has been generated)
- Taxable
- Rate (for Retainer/Flat Fee contracts, the displayed rate will be 0.00)
- Hours
- 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 > Classic reports (on the sidebar), click 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: Select the technician you want to include.
- Site names: Select the sites.
- Customer names: Select the customers.
- Contract names: Select the 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 (see Understanding the Timesheet report).
To export the report:
Click the Export dropdown in the upper-right corner and select Excel or PDF.
Schedule the Timesheet Report
To schedule the Timesheet report:
1. From Reports > Classic reports (on the sidebar), click Timesheet.
The Report page appears.
2. Click the Schedule Report tab.
3. 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: Select the technician you want to include.
- Site names: Select the sites.
- Customer names: Select the customers.
- Contract names: Select the 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
4. Click Schedule.
The Add report schedule window appears.
5. Complete the schedule parameters:
- Description: Give the scheduled report a clear, concise description.
- Recipients: Select Users or Technicians.
- Select which users or technicians will receive the report.
- Recipients: Select Contacts or Technicians.
- Select which contacts or technicians will receive the report.
- Click the plus symbol to create a weekly and/or monthly schedule.
- For Weekly, select the day, hour, and frequency.
- For Monthly, select the date and hour.
- Click Apply.
Done! The scheduled report appears on the Schedule reports tab.
To edit the report schedule:
From the Schedule report tab, click Edit and select:
- Configuration: Edit the Description, Recipients, Users/Technicians, and schedule.
- Configuration: Edit the Description, Recipients, Contacts/Technicians, and schedule.
- Filters: Edit the Filter by, Time period, Technicians, Sites, and more.
Note: When editing the Filters, changing the site will remove any prior users set to receive the report. Further, if a recipient technician doesn't have the required site permissions for the newly selected site, they too will be removed from the list of recipients. - Filters: Edit Filter by, Time period, Customer, Contracts, and more.
Note: When editing the Filters, changing the customer will remove any prior contacts set to receive the report. Further, if a recipient technician doesn't have the required customer permissions for the newly selected customer, they too will be removed from the list of recipients.
Julian Kudo