Help / Time and Resources

Time Report

Time Report

The Time Report shows how much time has been tracked across all projects and lets you filter out results in various ways. All the tasks and projects in the report are clickable.

Who can see the Time Report?

This report is available to Owner and Member+ users with the option to start projects, manage people and use reports.

How can I access the Time Report?

  • Step 1: Click on Reports
  • Step 2: Click on All Reports
  • Step 3: Click New Report under Time Report.

How can I use the Time Report?

  • Step 1: Click on Reports
  • Step 2: Click on All Reports
  • Step 3: Click New Report under Time Report.
  • Step 4: Click on Add Filter and select all of the desired filters from the following:
    • Projects
    • Project Category
    • Project Client
    • Project Label
    • Project Leader
    • Job Type
    • Tracked By
    • Tracked On
    • Status
    • Group By
  • Step 5: Click on Run report once you are done adding filters.

How can I save a Preset in the Time Report?

  • Step 1: Click on Reports
  • Step 2: Click on All Reports
  • Step 3: Click New Report under Time Report.
  • Step 4: Click on Add Filter and select all of the desired filters from the following:
    • Projects
    • Project Category
    • Project Client
    • Project Label
    • Project Leader
    • Job Type
    • Tracked By
    • Tracked On
    • Status
    • Group By
  • Step 5: Click on the Save Preset icon once you are done adding filters.
  • Step 6: Enter the preset name.
  • Step 7: Mark “Visible to me” if only you wish to see it. Leaving this unchecked makes the preset available to all users.
  • Step 8: Click on Save.

How can I use a Preset in the Time Report?

  • Step 1: Click on Reports
  • Step 2: Click on All Reports
  • Step 3: Click Open Preset under Time Report.
  • Step 4: Select the desired preset from the list.
  • Optional: On Step 3, click on New Report. Then click on Presets in the upper left corner and select the desired one from the list.

How can I edit a Preset in the Time Report?

  • Step 1: Click on Reports
  • Step 2: Click on All Reports
  • Step 3: Click New Report under Time Report.
  • Step 4: Click on Presets in the upper left corner.
  • Step 5: Click on the “...” next to the desired Preset.
  • Step 6: Click on Edit
  • Step 7: Enter the new preset name.
  • Step 8: Change “Visible to me” if only you wish to see it. Leaving this unchecked makes the preset available to all users.
  • Step 9: Click on Save.

How can I duplicate a Preset in the Time Report?

  • Step 1: Click on Reports
  • Step 2: Click on All Reports
  • Step 3: Click New Report under Time Report.
  • Step 4: Click on Presets in the upper left corner.
  • Step 5: Click on the “...” next to the desired Preset.
  • Step 6: Click on Duplicate
  • Step 7: Enter the new preset name for the duplicate.
  • Step 8: Change “Visible to me” if only you wish to see it. Leaving this unchecked makes the duplicate preset available to all users.
  • Step 9: Click on Save.

How can I delete a Preset in the Time Report?

  • Step 1: Click on Reports
  • Step 2: Click on All Reports
  • Step 3: Click New Report under Time Report.
  • Step 4: Click on Presets in the upper left corner.
  • Step 5: Click on the “...” next to the desired Preset.
  • Step 6: Click on Delete
  • Step 7: Click on Delete to confirm.

How can I export a .csv file from the Time Report?

  • Step 1: Click on Reports
  • Step 2: Click on All Reports
  • Step 3: Click New Report under Time Report.
  • Step 4: Click on Add Filter and select all of the desired filters from the following:
    • Projects
    • Project Category
    • Project Client
    • Project Label
    • Project Leader
    • Job Type
    • Tracked By
    • Tracked On
    • Status
    • Group By
  • Step 5: Click on Run report once you are done adding filters.
  • Step 6: Click on the Export to csv option next to the Run Report

How can I add/remove columns from the Time Report?

  • Step 1: Click on Reports
  • Step 2: Click on All Reports
  • Step 3: Click New Report under Time Report.
  • Step 4: Click on Add Filter and select all of the desired filters from the following:
    • Projects
    • Project Category
    • Project Client
    • Project Label
    • Project Leader
    • Job Type
    • Tracked By
    • Tracked On
    • Status
    • Group By
  • Step 5: Click on Run report once you are done adding filters.
  • Step 6: Click on the Project Option icon below the Run Report
  • Step 7: Select/Deselect the desired columns. You can choose from: Job type, Tracked on, Client, Project, Task, Description, Status.
Team Timesheet
Personal Timesheet

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