Projects and Timesheets Reports - Overview
The Projects and Timesheets reports in Zoho Invoice allow you to track details of all projects and timesheets of your business.
Zoho Invoice supports the following Projects and Timesheets reports:
Timesheet Details
The Timesheet Details report shows you a list of all timesheets that were generated by your business for your customers’ projects. The report also gives you a summary of the following details:
- Logged Hours
- Non-Billable Hours
- Billed Hours
- Unbilled Hours
You can also filter the report based on Customer Name, Project, Task, and Staff.
How is this report helpful for your business?
The Timesheet Details report allows you to view all details related to timesheets for a particular period, along with the summary of the overall time spent on each category. This allows you to filter the report based on your requirements and find the required list of timesheets.
Scenario: Aaron Brown, who is a manager at Zylker, wants to view how much time has been logged in the current month, and find out how much has been billed already. Using the Timesheet Details report in Zoho Invoice, he can view all the timesheets that have been generated by the company in the current month, along with the Logged Hours, Non-Billable Hours, Billed Hours, and Unbilled Hours. He can also run filters to view the report for a specific project or customer.
Project Summary
The Project Summary report in Zoho Invoice displays a summarized list of all projects created for your customers.
How is this report helpful for your business?
The Project Summary report in Zoho Invoice allows you to view a summary of all your projects directly from one place, along with important metrics such as Logged Hours, Logged Amount, and more.
Scenario: Patricia Boyle, a manager at Zylker, wants to view all the projects that were created by the company in the current month. Using the Project Summary report in Zoho Invoice, she can view the list of all projects created by the company in the current month, along with important metrics such as billed hours, billed amount, and others. Based on the information, she can reach out to her team for further actions.
Projects Revenue Summary
The Projects Revenue Summary report displays the list of all projects, along with the budget amount, and actual revenue earned for each project.
How is this report helpful for your business?
The Projects Revenue Summary report in Zoho Invoice allows you to view the budget amount and actual revenue earned from each project by your business in the selected period. This saves time by displaying the budget and revenue for all projects, instead of navigating through each project to check the same details.
Scenario: Charles Stone, the head of the revenue department at Zylker, wants to view the budget and revenue for each project in the current quarter. Using the Projects Revenue Summary report in Zoho Invoice, he can view the list of all projects in the current quarter, along with the budget and revenue. This saves him time by displaying all the required data directly in a single report, instead of him navigating to each project and getting the data.
Report Functions
The Projects and Timesheets reports in Zoho Invoice support the following report functions:
| Report Function | Timesheet Details | Project Summary | Projects Revenue Summary |
|---|---|---|---|
| Filter Report | ✔ | ✔ | ✔ |
| Group Report | ✔ | X | X |
| Customize Report Columns | X | ✔ | ✔ |
| Sort Columns | X | ✔ | ✔ |
| Schedule Report | ✔ | ✔ | ✔ |
| Share Report | ✔ | ✔ | ✔ |
| Export Report | ✔ | ✔ | ✔ |
| Print Report | ✔ | ✔ | ✔ |
| Custom Report | X | ✔ | ✔ |
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