Timesheet Entries Reports

The Timesheet Entries report shows all time and cost for the chosen criteria.

There are quite a few variations on the ‘basic’ timesheet entries report with options for lots of different filters, groups and sub-groupings.

It is often used in conjunction with the Manage WIP Screen, or the Unbilled Work Quick Summary to determine what can be billed each month.

Timesheet Entries Report

The Timesheet entries report can be accessed from the Timesheets section in the reports page.

It can also be run from within the Manage WIP Screen.

Go to Reports >> Performance Reports >> select Timesheet Entries in the Timesheet Entries section

Reports >> Performance Reports >> Timesheet Entries

The report shows all time and costs for a Client and Project, between two dates.

Or by choosing the ‘Billable WIP only‘ option, this report only shows everything that has been unbilled for a job/s up to the date entered in the Date To field.

This report can also be filtered/grouped using the active filters given on the right – by Job Office, Client, Job, Client Owner, Job Owner(s) and Employee.

For the Job and Job Owner options you can also multi-select only the projects/project owners you are interested in.

Multiple Selection

From the ‘Report Options’ button and you can select either ‘Preview with Export Options’ or ‘Preview and Print’ to preview the report.

The standard report layout can be previewed as below for ‘Preview and Print’ option.

By default, the report shows the total time and cost for the selection, with time and cost details also grouped. It shows Timesheet lines by date, comment, units and the total charge/cost extension for each timesheet line. Cost/Disbursement lines are shown below the total time.

Timesheet Entries Report

To specify whether the timesheet report shows charge rates, cost rate, or a scaled cost rate, make a selection from the radio box before running the report.

Read more on employee rates here – Employee Charge Rates, Employee Charge Rates: Specific Rates, Employee Cost Rates, Scaled Cost Rates

Show Rate

From the selection box below, before you preview you can also optionally show task (stage or phase), and/or activity details. There is also an option to show invoicing history, and work item.

Show Invoice History, Task, Activity, Work Item
Timesheet Entries Report Show Task Then Activity
Timesheet Entries Report Show Invoice History

Other Report Options

Choose the desired preview option in the report options box to produce many different types of custom reports.

  • Hide zero extensions: Tick this box to hide timesheet lines with zero extensions. This usually occurs when no charge rate has been entered against an employee, for example, when a new employee hasn’t been set up with rates yet.
Zero extensions visible

Zero extensions hidden
  • Hide zero units: Tick this box to hide zero units. These usually show up when a timesheet has been cloned and zero entries haven’t been deleted (see more here – Cloning Timesheets).
Zero units visible
Zero units hidden
  • Show percentage margin: Tick the box for ‘Show percentage margin for disbursements’ to view the below report.

The % Margin is applied based on the rules in Administration >> Settings >> System Settings >> Timesheets >> Disbursements section

(see more on this here – Adding a percentage to disbursements).

This report can be used as an internal one for the business.

Show percentage margin for disbursements
  • Hide rates and extension: Tick the box for ‘Hide rates and extension’ to hide any rates and extensions.

This report can be ideally sent to clients, attached to their invoices so they can see the relevant timesheet entries.

Hide rates and extension

Abtrac KB# 2039