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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 over 2 weeks ago

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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