Timesheets report templateLast updated on 03/22/2022

• When you report on the current day, if an employee is on the clock, the report calculates their hours up until when the report is run, even though the employee has not yet clocked out. This allows you to accurately track when technicians and office employees are approaching overtime pay.

• The bottom of the Duration (Decimal) column includes the sum of timesheet hours.

Follow the steps to create a custom report based on the Timesheets template and select the columns to include in your report.

The Timesheets template has these columns selected by default:

• Name—Name of the employee

• Business Unit—BU assigned to the employee

• Timesheet Activity Date—Date of the timesheet event

• Timesheet Activity—Timesheet event type

• Start Time—Time the employee clocked into the activity

• End Time—Time the employee clocked out of the activity

• Duration (Decimal)—Duration in hours of the activity

You can customize the report by selecting additional columns from these sections:

• Timesheet Basics—Common fields related to timesheets

• Job Timesheet—Job and invoice-related details

• Timesheet KPIs—Business metrics related to the timesheet activity including location details, duration, and payroll details

Before you run your report, set filters to focus your results:

1. Click the From - To field to set a range of dates to run the report on. You can:

   • Use the calendar to select a specific date range and click Apply.

   • Use the left menu to select a preset date range:

     • Today: From 12:00 AM to the current time

     • Yesterday: Previous day, from 12:00 AM to 11:59 PM

     • Last 7 Days: Previous seven days, including the current date

     • Last 14 Days: Previous 14 days, including the current date

     • Last 30 Days: Previous 30 days, including the current date

     • Month to Date: From the first of the current month to the current day

     • Last Month: Entire month before the current month. For example, if the date is February 5, the entire month of January.

     • Last 90 Days: Previous 90 days, including the current date

     • This Quarter: Current quarter, including future dates. For example, if the date is April 25, from April 1 - June 30.

     • Last Quarter: Entire quarter before the current quarter. For example, if the date is April 25, from January 1 - March 31.

     • Quarter to Date: From the first day of the current quarter to the current day

     • Year to Date: From January 1 of the current year to the current day

     • Last 365 Days: Previous 365 days, including the current date

2. Select the employee business units (BUs) you want to report on. By default, the report runs for all BUs. You can filter your report by business units or business unit categories:

   • Click the Employee Business Unit dropdown to select individual BUs.

   • To report on BU categories, click Filter , select the BU categories you want to include, and click Filter.

3. Use the Employees dropdown to select which employees you want to include in the report. Otherwise, the report includes all employees. Note: If you add BU filters, make sure the employees you select are assigned to the filtered BUs.

4. When you’re done setting your filters, click Run Report.

Tip: You can arrange report columns and apply filters for further customization.

• See Create and edit custom reports

• See Export a report

• See Schedule custom reports