Timesheets

Discover everything you can do with your time data to create the reports that your company needs.

Diego Wyllie avatar
Written by Diego Wyllie
Updated over a week ago

Overview

The Timesheet section is divided into 4 areas:

  1. Header: you will find the Date picker to select a period of time, as well as other controls to save the timesheet as a template, export and audit your timesheets data.

  2. Table header: you will find controls to filter, group, hide/show columns and round your results.

  3. Table: displays the time entries that match your filters and selections.

  4. Insights pane: displays helpful graphics to help you understand how time was spent across projects, tasks and more.

Filtering

Roles: all roles | Paid Feature

Use timesheet filters to include or exclude specific time entries in your report.

How to add filters to reports:

  1. In the table header left side controls, click on "+ Add filter".

  2. Select the field you want to filter your data by.

  3. Choose one of the logical operators to apply the filter: "is", "is not", "contains", "does not contain", "is set" and "is not set".

Grouping

Roles: all roles | Paid Feature

Use timesheet groups and combine them to create nested report structures and get a break-down of your time data.

How to add groups to reports:

  1. In the table header right side controls, click on "Group".

  2. Select the field you want to group your data by.

📝 Note:

  • The "A -> Z" and "Z -> A" buttons allow you to sort groups alphabetically in ascending / descending order.

  • You can change the group's position with drag and drop, using the hamburger button displayed on the right-hand side of the group name.

💡 If you added estimated hours to your projects or tasks, you will see in their groups the total vs estimated hours.

Columns

Roles: all roles | Paid Feature

Select the columns that you want to display or hide in your table. The available columns are Client, Project, Task, Task list, User, Date, From, To, Duration, Notes, Billable, Billed, Done, Hourly Rate, Hourly Cost, Total, Total Cost, Custom Fields previously added.

How to add columns to reports:

  1. In the table header right side controls, click on "Columns"

  2. Select the columns you want to display in your table, or unselect the ones you want to hide.

📝 You can change the column's position by dragging and dropping and adjusting their size.

⚠️ Billable, Billed, Hourly Rate, Hourly Cost, Total, and Total Cost columns, grouping and filters will only be displayed to Admins. Users with PM and Co-worker roles will not have access to those records.

Rounding

Roles: all roles | Paid Feature

Use rounding to automatically round the duration of time entries up or down. Currently, the following rounding options are supported: 1 minute, 6 minutes, 10 minutes, 15 minutes, 30 minutes, 1 hour.

How to round up time entries:

  1. In the table header right side controls, click on "Round".

  2. Select the rounding minute blocks.

  3. Choose to round up or down.

Ordering

Roles: all roles | Paid Feature

You can sort your time entries by any of its attributes in the order you prefer. For instance, you can sort entries in chronological order or tasks in alphabetical order.

How to order time entries on reports:

  1. Click on the column header you want to sort your entries by.

  2. Sort your data in ascending or descending order.

Batch editing

Roles: all roles | Paid Feature

Use batch editing to update more than one time entry at once. You can batch edit the following: mark time entries as billed or not billed, edit time entries' task, project, note and custom fields, duplicate or delete time entries.

How to edit time entries in batch on reports:

  1. Check the boxes on the left of the table to select the time entries to batch edit.

  2. In the blue menu at the bottom, select the action you want to perform: mark as billed/not billed, edit, duplicate or delete.

⚠️ It is not possible to edit the user who added a time entry.

📝 Free users can access their Timesheet report data up to 2 months in the past.

What's next?

Timesheets: Export and share

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