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Reports - Timesheets Summary

Reports - Timesheets Summary

See Staff Timesheet entries for the Week, or a selected period

Austin Rasmussen avatar
Written by Austin Rasmussen
Updated over a week ago

This Help Article article covers;

The Quote Reports by default displays as 2 parts;

  • Bar Chart - All Active Staff with their Timesheet entries for the selected period/filters. The Timesheet entries are coloured to identify the Type of Entry, E.G. "Normal", "Leave", "Non-billable" etc

  • List View - Timesheet entries for the selected period/filters, grouped by Staff Member(s), by Date, By Individual Entries. and Totaled for the Staff Member(s)

The Timesheet Summary Report can be customized and Exported for a selected Period, and then the data downloaded and used to key into Payroll Software.

To display a Timesheets Summary Report

Displaying a Timesheet Summary Report is done from the Reports Side Menu's "Timesheets Summary" Option.

Quick Flow:

  • Reports Side Menu

  • "Timesheets Summary" Option

1. From the Side Menu, Hover over Reports and Select the option "Timesheets Summary" to display the Reports: Timesheets Summary Window

πŸ’‘ TIP: The Reports: Timesheets Summary Window by default displays a list of Timesheet entries "Dates: Custom" (all Staff all entries for the current Pay Period), you can customize the view by Pressing the Refine Filters button, Selecting from the array of filters, then Pressing the [VIEW RESULTS] button.

πŸ’‘ TIP: The Timesheet Summary Report can also be accessed from the Pay Periods List > [VIEW REPORT], OR a Pay Period's Timesheet Window's "More" (3 dots) menu > "View report" option.

πŸ’‘ TIP: A Timesheets Summary Report can be exported as CSV or Excel files.

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