Timesheets report template

Overview

Use the Timesheets report template to review the timesheet activities of your employees including activity details and durations. Each line in the report represents a payrolled employee.

Example Timesheets reports:

Check paid hours, overtime, and idle time for a given pay period.
Schedule a simple report to send to each technician so they can see their hours in current or past pay periods.

Who uses this feature

Administrators, managers, and office employees
Applies to all business types

Feature configuration

Creating custom reports is available only to contractors on the Works package or Legacy/Non-Packaged contractors. Contractors on the Starter and Essentials packages have access to built-in reports.

Things to know

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.
If you're unsure which columns you want to include in your report, use the Reporting Dictionary to search for appropriate data fields.
You can use this template to create as many custom reports as you need. Each report created from the template is independent and can be run or scheduled without needing to recreate it from the original template.

Create a Timesheets report

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

Run a report

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

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 then click Apply.
1. Use the left menu to select a preset date range:
  1. Today: From 12:00 AM to the current time.
  2. Yesterday: Previous day, from 12:00 AM to 11:59 PM.
  3. This Week: From Monday through Sunday of the current week.
  4. Week to Date: From Monday through the current date of the current week.
  5. Last 7 Days: Previous seven days, including today.
  6. Last 14 Days: Previous 14 days, including today.
  7. Last 30 Days: Previous 30 days, including today.
  8. Month to Date: From the first of the current month to the current day.
  9. Last Month: Entire month before the current month. For example, if the date is February 5, the entire month of January.
  10. Last 90 Days: Previous 90 days, including today.
  11. This Quarter: Current quarter, including future dates. For example, if the date is April 25, from April 1 - June 30.
  12. Last Quarter: Entire quarter before the current quarter. For example, if the date is April 25, from January 1 - March 31.
  13. Quarter to Date: From the first day of the current quarter to the current day.
  14. Year to Date: From January 1 of the current year to the current day.
  15. Last 365 Days: Previous 365 days, including today.
  16. Last Year: From January 1 of the previous year to December 31.
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:
1. Click the Employee Business Unit dropdown to select individual BUs.
2. To report on BU categories, click Filter , select the BU categories you want to include, and click Filter.
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.
When you're done setting your filters, click Run Report.