People Resources

Reports

Purpose

Once you have recorded your work items in the timesheet, you can generate a report for future use. Time Tracker Reports allows you to generate accurate graphical reports of how you spend time on different work items. It displays the summary of total worked hours for a specific user or for all users in the organization. You can create your own custom time tracking reports, view billable and non-billable hours in a visual form, export reports in a variety of formats and print them online.

Time Log Report

How to generate a time log report?

  1. Click Time Tracker > Reports > Time Log Report.
  2. Click filter icon to select Search Type, Employee Name, Clients, Job Name, Job Status, Billing Status from the respective drop-down list.
  3. Click Search.

Note:

  • The clients tab is visible only to the administrators. For users, only projects tab is visible and clients tab is hidden.
  1. The generated report will be displayed. You can either print or export the report.

Job Report

How to generate job report?

  1. Click Time Tracker > Reports > Job Report.
  2. Click filter icon to select Employee Name, Clients, Job Name, Job Status, Billing Status from the respective drop-down list.
  3. Click Submit.
  4. The generated report will be displayed. You can either print or export the report.

Payroll Report

Payroll gives you a report summary of a user on what, when, how much the user has worked. The summary shows the billable hours, non-billable hours, total hours and the amount paid for the user. You can print the document using browser or download it as PDF and you can also export the data.

Billing Report

You can generate bills for the timelogs that you logged in. After generating the bill, you can send invoice via mail for invoicing purpose or send it to your clients.

How to generate a bill?

  1. Click Time Tracker > Reports > Billing > Generate Bill.
  2. Select Client Name, Project Name, From Date, To Date, User, Job Name and Approval Statusfrom the respective drop-down list.
  3. Click Submit.
  4. Billing page will appear on your screen as shown in the image below.
  5. Enter the discount percentage.
  6. Enter Hours, Rate Per Hour and Tax for the work item.
  7. The system will automatically calculate the bill amount considering the discount and tax rates.
  8. Click Submit.

How to push bill to Zoho Invoice?

After generating the bill, you can push it to Zoho Invoice for invoicing purpose. While pushing the bill, Contacts, Tax, Invoice, Currency and Client details will be also pushed to Zoho Invoice.

  1. Click Time Tracker > Reports > Billing > Generate Bill.
  2. The bill will be listed in the billing view page.
  3. Click Push Bill to Zoho Invoice under Actions.

How to push bill to Zoho Books?

After generating the bill, you can push it to Zoho Books for invoicing purpose. While pushing the bill, Contacts, Tax, Invoice, Currency and Client details will be also pushed to Zoho Books.

  1. Click Time Tracker > Reports > Billing > Generate Bill.
  2. Once done, the bill will be listed in the Billing view page.
  3. Click Push Bill to Zoho Books under Actions.

Note:

  • To use this integration, Zoho Invoice and Zoho Books signup is required.

How to edit a bill?

If you edit a tax value in settings, the bill that was associated with that particular tax will not be changed. For example, if you edit service tax in settings from 14 to 14.5, the bill amount will still remain with the same old tax value. However, you can edit the bill if you want to change the old tax value to new tax value. The bill will be automatically updated with the new tax value and will also update the bill that was send to Zoho Invoice.

The bill that was already generated will list both the old and new tax value as shown in the image below. But for a newly generated bill, only the new tax value will be shown.

Client Report

This gives you the billable, non-billable and the total hours worked for each client. You can click on the client name to view the complete summary of the jobs associated to the client and the users who are working under that project. It also displays the total estimated hours and the logged hours for each job item listed. If the approval is configured, the approved hours only will be listed.

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