This Help Article covers:
General/Overview:
The Timesheets Summary Report by default displays as two 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.
💡 TIP: The Timesheets Summary Report default view is All Staff, All entries for the current Pay Period, so the Timesheets Summary Report quickly displays which Staff are, and are not, regularly entering their Timesheets.
To display the 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
💡 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.
💡 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 button, Selecting from the array of filters, then Pressing the [VIEW RESULTS] button.
💡 TIP: A Timesheets Summary Report can be exported as CSV or Excel file.
