Getting Started Guide

Group Timesheet and View Reports

We have enabled functions in Timesheet where you can view the time-log entries based on users or dates. It is also possible to view project and client reports across projects.

How do I access...

Group By Date

  1. Navigate to Home->My Timesheet.
  2. Click the drop-down action panel beside the Calendar view section.
  3. Click Group by date.
  • The time logs are grouped based on the dates on which they were recorded. They are displayed in the reverse chronological order. i.e. The latest time logs will be displayed first and the relatively older ones will follow them accordingly
  • For example, the timesheet entries made on the 22nd of April, 2016 fall on top and
    those that are recorded on the 15th of April, 2016 fall behind

Filters in Group By Date

  • It is also possible to filter for a date range that spans for a maximum of 6 months using the Custom Date option that's present under the Time filter and view the results accordingly
Special filters for Group By Date
  • By default, the Group By Date option will be selected when you land on the My Timesheet tab and from the next login, the last viewed session will show up. (If you were viewing the Group By User page, the next time you login and click My Timesheet, the Group By User results page will show up)
  • To view the time logs grouped by date for a specific project, navigate to the project that you want, click the Timesheet tab, and selectGroup By Date

Group By User

  1. Navigate to Home->My Timesheet.
  2. Click the drop-down action panel beside the Calendar view section.
  3. Click Group by user.
  • The time logs are grouped based on the users. The user names are sorted alphabetically
  • For every user, the projects are sorted based on the project sequence order
  • For every project, the latest logged entry will come first. Older entries are listed behind

Filters in Group By User

  • It is also possible to filter for a date range that spans for a maximum of 6 months using the Custom Date option that's present under the Time filter and view the results accordingly
  • A filter named Display is available with the options - Logged Users and Unlogged Users
    • Logged users - The time logs of all the users who have logged hours will be displayed
    • Unlogged users - The time logs of all the users who haven't logged hours will be displayed
Special filters for Group By User
  • By default, Logged Users will be selected in the Display filter. If you have to view the results for a specific user and you check the user's name in the User filter, then the Logged Users section will go unchecked automatically
  • You can't select options in both the User and Display filters and view their results at the same time
  • To view the time logs grouped by user for a specific project, navigate to the project that you want, click the Timesheet tab, and select Group By User

Project Report

  1. Navigate to Home->My Timesheet.
  2. Click the drop-down action panel beside the Calendar view section.
  3. Click Project Report.

Highlights of Project Report:

  • Be it two months or two years, irrespective of the project span, a report is generated for the whole project span in terms of budget and the actual expenditure.
  • The difference in terms of budget and time is projected in this report
  • The new project groups are listed on the top and the old groups fall behind in the list
  • The actual budget allocated and the invoiced amount along with the difference between the two, are projected clearly in this report

Filters in Project Report

  • In Project Report, the Full Project Report option that's present under the Time filter, will be selected by default and if you wish to go for a lesser time span or rather customize the time span and view a chopped version of the project report, you can choose to select Custom Date and click find to view the project report for the selected time frame
  • In the Custom Date filter option, you can choose to view the report for a maximum span of 12 months
  • This feature is available in Enterprise and Premium plans only

Client Report

  1. Navigate to Home->My Timesheet.
  2. Click the drop-down action panel beside the Calendar view section.
  3. Click Client Report.

Highlights of Client Report:

  • This report is generated for all the client companies that have been associated with your portal for the last 12 months
  • The new clients are listed on the top of the charts and the old clients follow the new ones

Filters in Client Report

  • In Client Report, the Last 12 months option that's present under the Time filter, will be selected by default and if you wish to go for a lesser time span or rather customize the time span and view a chopped version of the project report, you can choose to select Custom Date and click find to view the project report for the selected time frame
  • In the Custom Date filter option, you can choose to view the report for a maximum span of 12 months
  • This feature is available in Enterprise and Premium plans only

Export Results to PDF

It is possible to export the results of any of these timesheet functions like Group By Date, Group By User, Project Report, and Client Report to a separate PDF file. After navigating to the option (one of the above four functions) that you want, click  and select Export to PDF.This action exports the results to a PDF file accordingly.

Related Topics

Invoice and Billing | Export Timesheets

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