Reports

Reports

Zoho People features insightful reports relative to the Timesheets module. This section covers in detail about the various reports and their utility.

To views reports relative to the Timesheets module, from Home, go to Timesheets > Reports.

Time Log Report

The Time Log report lists details regarding the number of hours spent on various jobs, of projects, for clients.

For instance, if you would like to know the number of hours spent on a particular job for a particular period for all users,

Follow the steps given below to extract this report.

  • From your home page, go to Timesheets > Reports > Time Log Report
  • In the dropdown for the User name, select "All Users"
  • Click the Filter icon and go to Search Type
  • Select the "Custom" option from the drop-down
  • Under Date Range, select the period for which you need the report
  • Under Jobs, select the Job for which you need the report generated
  • Select the options under other fields like Jobs Status, Clients etc as per your need and hit Search

You will be able to see the hours spent on the job that you have chosen for the period that you need.

Also, by making use of the filter, you can create custom views to extract time log details.

For example, to view the rejected time logs of all users,

Yes. You can do this by following the steps given below.

  • From your home page, go to Timesheets > Reports >Time Log Report
  • In the employee search tab, select 'All Users'
  • Click the filter and under User/Employee Profile, select 'Users'
  • Click the Advanced option and under 'Approval Status', select 'Rejected'

  • Under 'Billable Status', select, All and click Search

You will be able to see the rejected time logs of all users.

Similarly, using the filter icon, you can view sift time log details of departments, projects, jobs, clients, employees and ex-employees, approval status and more.

Job Report

The Job report lists details of all Jobs enrolled for your organization's employees, its status of completion, its estimated hours and total hours logged, billable and non-billable hours etc.

You can make use of the Filter to create custom views.

For example, to view the details of completed jobs of a particular client,

Follow the steps given below.

  • From your home page, go to Timesheets > Reports > Job Report
  • Click the Filter icon and select 'All Users & Employee Profiles' under User/Employee Profile
  • Under the Clients dropdown, select the desired Client name
  • Under Job status, select Completed and hit Search

You will be able to see a report with Completed jobs of the Client that you have chosen.

In another instance, to view a report of billable and approved hours of a particular job,

Follow the steps given below.

  • From your home page, go to Timesheets > Reports > Job Report
  • Click the filter icon and select 'All Users & Employee Profiles' under 'User/Employee Profile'
  • Under Jobs, select the desired job
  • Under Billable Status, select 'Billable'
  • Click Advanced and under Approval Status, select "Approved"
  • Hit Search

You will be able to see the desired report.

Note: The Approval status filter will be applicable only if Approvals are configured. In the absence of Approval configuration, the data pulled out will be based on the other parameters chosen and not on the Approval status.

Projects Report

The Projects Report lists details of all the projects your organisation is working on with estimated hours, total hours logged in for the projects, its status of work and its respective clients.

By making use of the filter, you can filter projects based on clients, their status of work and billable status.

Payroll Report

The Payroll Report offers a consolidated report to see the amount to be paid for all employees with their specifications for overtime rate and extended overtime rate if any.All configurations under 'Payroll Settings' will be reflected in the Payroll report.

For instance, to view the amount to be paid to all employees for a particular period of time, you can make use of the Payroll report.

Follow the steps given below.

  • From your home page, go to Timesheets > Reports > Payroll Report
  • Click on the Filter
  • Under Search type, select Custom and give the desired date range
  • Under Employee Name drop-down, select 'All Users'

You will be able to see a report with the amount to be paid for all employees for your desired period of time.

Note: You will be able to see the detailed report date wise if you click on individual rows of the report.

Note: You can prevent any edits being made to the time logs/timesheets of the past, by the user, by configuring a pay period.

 TipClick here to know how to configure a pay period

Client Report

The Client report lists the billable and total hours spent on per client/

For instance, if you would like to download a report of the billable and non-billable hours of a Client,

The Client Report helps you extract these details. Follow the steps given below.

  • From your home page, go to Timesheets > Reports > Client Report

You will be able to see the Billable and Non billable hours Client wise.

  • Click on the ellipsis icon and select "Download as PDF"

Exporting Reports

Zoho People features export options to make the most utility out of data from reports.

To export any report relative to the Time Tracker module, click on the ellipsis icon and click 'Export'.

Similarly you can also print the respective report and also download it as a PDF as required, by clicking on the ellipsis icon.

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