Use the Timesheets tab to create reports based on timesheet data including duration, parent job/project, user, and more. Some common timesheet reports include timesheets by team member, by job or project, and timesheet duration with notes.
Create a Timesheet Report
Date Range
Begin by selecting date type you'd like to use to generate the report.
Created Date: When the timesheet was created
Clock In Time: When the clock in occurs
Clock Out Time: When the clock out occurs
Then, select the start date range for which you’d like to report on. Click on the calendar icon to select a date range and click Load Data.
Today: From 12:00 AM to the current time
Yesterday: Previous day from 12:00 AM to 11:59 PM
This Week: From Monday through Sunday of the current week
Last Week: Previous week
Last 7 Days: Previous seven days, including today
This Month: From the first of the current month to the current day
Last Month: Entire month before the current month
Last 30 Days: Previous 30 days, including today
Custom: Use the calendar to select start and end dates
Columns
Select the columns to include in your report by clicking Columns. The timesheet report includes these columns by default:
User: Team member who clocked in/out
Clock In Title: Clock in title
Clock Out Title: Clock out title
Clock In Date/Time: Clock in date/time
Clock In Date: Clock in date
Clock In Time: Clock in time
Clock Out Date/Time: Clock out date/time
Clock Out Date: Clock out date
Clock Out Time: Clock out time
Clock In Notes: Notes left on clock-in record
Clock Out Notes: Notes left on clock-out record
Customer: Customer linked to the related job
Created At: Date and time the timesheet was created
Tags: Tags on clock-in/out record
Parent Project: Linked project record
Parent Job: Linked job record
Related Job Notes: Notes on linked job record
Related Job Field Notes: Field notes on linked job record
Duration: Time spent clocked in, recorded in HH:MM:SS
Duration Decimal: Time spent clocked in, recorded in hours
Filters
Before running the report, set filters to narrow your results. From the Filters icon, select how you want to filter the report:
User: filter by contents
Clock In Title: filter by contents
Clock Out Title: filter by contents
Clock In Date/Time: filter by date
Clock In Date: filter by date
Clock In Time: filter by date
Clock Out Date/Time: filter by date
Clock Out Date: filter by date
Clock Out Time: filter by date
Clock In Notes: filter by contents
Clock Out Notes: filter by contents
Customer: filter by contents
Created At: filter by date
Tags: filter by contents
Parent Project: select project
Parent Job: select job
Related Job Notes: filter by contents
Related Job Field Notes: filter by contents
Duration: filter by contents
Duration Decimal: filter by contents
When filtering by contents, you will need to choose an operator and then enter values to filter the data. Use the table below to learn more about each operator.
Operator | Retrieves Data | Example | Data Retrieved |
Equals | Equal to a specified value | Created By - Equals Tom Gause | For all records created by Tom Gause only |
Not Equal | Different from a specified value | Tag - Not Equal to HVAC | For all records except those using the HVAC tag |
Less Than | Lower than a specified value | #ID - Less than 1144 | For all records below #1144 |
Less Than or Equal To | Lower than or equal to a specified value | Job Date/Time - Less than or equal to 12/13/2023 | For jobs scheduled before or on 12/13/2023 |
Greater Than | Greater than a specified value | Job Duration - Greater than 60 minutes | For jobs in the In Progress status type for over 60 minutes |
Greater Than or Equal To | Greater than or equal to a specified value | Job Date/Time - Greater than or equal to 1/1/2024 | For jobs scheduled on or after 1/1/2024 |
In Range | Including and between two specified values | #ID - Between 1225 and 1236 | For all estimate records with #IDs between 1225 and 1236 |
Starts With | Begins with a specified value | Title - Annual | For all job records beginning with Annual |
Ends With | Ends with a specified value | Location - TX | For all job locations ending with TX |
Blank | No values are in the field | Subtitle | For all job records with blank subtitles |
Not Blank | Values in the field | Notes | For all job records with values in the notes field |
Common Timesheet Reports
Timesheets by Team Member
Use this report to view timesheets sorted by team member.
Columns: Customize to your needs, but must include User
Group by: User
Timesheets by Job/Project
Use this report to view timesheets related to the same job or project, providing details on the total duration for a job or project.
Columns: Customize to your needs, but must include Parent Job or Parent Project
Group by: Parent Job or Parent Project
Timesheet Duration with Notes
Use this report to view timesheets alongside the related notes, providing needed context around the timesheet durations.
Columns: Customize to your needs, but must include Duration or Duration Decimal and Clock-In Notes, Clock-Out Notes, or Related Job Field Notes.
Have additional questions?
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