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Timesheet Summary & Timesheet Overview
Timesheet Summary & Timesheet Overview

Navigating the timesheet summary and timesheet overview reports.

Lara Smith avatar
Written by Lara Smith
Updated this week

The Timesheet Summary and Timesheet Overview reports make it easy to track employee hours, ensuring smooth payroll processing.

Why Use These Reports?

✔️ Quick and easy payroll processing
✔️ Clear visibility of employee working hours
✔️ Seamless tracking of chargeable and uncharged time

Timesheet Summary Report

The Timesheet Summary Report provides a breakdown of different types of working hours for each employee over a selected period (up to 14 days at a time).

How to Use the Timesheet Summary Report

  1. Apply Filters – Use the top left filters to choose the hours you want to see.

  2. Set the Date Range – Use the top right to select a period (maximum 14 days).

  3. Run the Report – Click Run to generate the report.

  4. Search for Specific Entries – Use the search bar to filter results.

  5. Download the Report – Click the CSV button to save a copy.

What’s Included in the Report?

  • Employee names

  • Types of hours displayed in each row

  • Logged hours per day, plus a total at the end

For a more detailed breakdown, click on an employee’s name to open their Timesheet Overview Report.


Timesheet Overview Report

The Timesheet Overview Report provides a more detailed breakdown of an employee’s hours, including:

✔️ Logged, Paid, Unpaid, Chargeable, and Uncharged hours
✔️ Hours worked against each job
✔️ Daily breakdown of hours

How to Use the Timesheet Overview Report

  1. Select an Employee – Switch between employees in the top left and choose to include disabled users if needed.

  2. Set the Date Range – Use the top right, then click Run to update.

  3. Lock Time Entries – Beneath the date range, click the Lock Time Entries button to prevent further changes.

  4. Download the Report – Export it as a CSV file if needed.

What’s Included in the Report?

📅 Each date within your selected range
📝 All time entries for the employee on each day
⏱ Total hours, types of hours, and employee descriptions
🔗 Job numbers – Click to go directly to the job

Editing and Managing Time Entries

✏️ Edit – Click the pencil icon to modify an entry.
Lock or Delete – Use the ellipsis button to lock or remove an entry.
Add Uncharged Time – Click Add Uncharged Time, enter the details (start/finish time, reason, and description), then click Save.

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