Timesheet Report

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

This article describes:

• What is in the Timesheet report
• Generating the Timesheet report
  • Exporting the report
• Scheduling the Timesheet report
  • Editing the report schedule

The Timesheet Report

The report displays the following metrics:

Summary

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
• Customer Name
• 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 (Note: 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, on the sidebar, click Timesheet.

The Timesheet Report page appears.

2. Fill out the Timesheet Report.

• Filter By: You can filter 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 60 Days refers to the previous 60 days while the Last Two Months refers to the previous two 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 Name(s): Select the technician(s) you wish to include.
• Customer Name(s): Select the customer(s) you wish to include.
• Contract Name(s): Select the contract(s) you wish to include.
• Include Amounts: Check 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 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 box to round the ticket times according to the settings applied. Learn more
• Include Ticket Custom Field(s): If you have custom fields, select them from the dropdown list. Learn more

3. Click Generate. The Timesheet report appears (see What is in 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, on the sidebar, click Timesheet.

The Timesheet Report page appears.

2. Click the Schedule Report tab.

3. Select the report parameters:

• Filter By: You can filter 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 60 Days refers to the previous 60 days while the Last Two Months refers to the previous two 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 Name(s): Select the technician(s) you wish to include.
• Customer Name(s): Select the customer you wish to include.
• Contract Name(s): Select the contract(s) you wish to include.
• Include Amounts: Check 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 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 box to round the ticket times according to the settings applied. Learn more
• Include Ticket Custom Field(s): If you have custom fields, select them from the dropdown list. Learn more

4. Click Schedule. The Add Report Schedule window appears.

• Give the scheduled report a clear, concise description.
• Select the Recipients (select Contacts or Technicians).
• Select the Contact/ Technician Name(s).
• You can schedule weekly and/or monthly reports.
  • For Weekly, select the day, hour and frequency.
  • For Monthly, select the date and hour.
• Click Apply for each date added.

5. Click Apply to finalize the report schedule.

Done! The scheduled report appears on the Scheduled Reports page.

To edit the report schedule:

The scheduled report can be edited. You can edit the Configuration (Description, Recipients, Contact / Technician Name(s), and schedule), as well as the Filters (Time Period, Customer Name, Agent Name(s), and whether or not to exclude retired devices).