My Schedule vs Timesheet Details Report

The My Schedule vs Timesheet Report compares scheduled hours with actual hours for the logged in user. It can be used to view deviations from the forecasted hours, and better understand individual productivity.

My Schedule vs Timesheet Details Report

A few reasons to use this report

  • Get an overview of how close you are to your intended work schedule.
  • Analyze the difference between projected hours and actual hours.
  • Highlight unforeseen activities within a project

Report Parameters

This report runs by default for last week, it is highly customizable and you can choose from multiple groupings, filters and column options, along with other useful report parameters.

Date Range:

The following predefined date range options are available.

  • Next Week
  • Next Month
  • Next 30 Days
  • Next 60 Days
  • Next 90 Days
  • Next Year
  • This Week
  • This Month
  • Last Week
  • Last Month
  • Last 30 Days
  • Last 60 Days
  • Last 90 Days
  • Year To Date
  • Last Year
  • Custom Date Range(allows you to choose a custom date range in the next parameter)

Start & End Date:

Enter a custom date range to run the My Schedule vs Timesheets report for. This date range is for the schedule entries.

Groupings

Many of our reports allow you to group data. The My Schedule vs Timesheets Report has three available grouping options:

  • Primary Grouping
  • Secondary Grouping
  • Tertiary Grouping

These groupings include the following options:

  • Date
  • Customer
  • Project
  • Category
  • Task
  • Section
  • Month
  • Billable?
  • Week

When data is grouped, the report subtotals all the fields that contain duration.

Customers: Select the customer(s) you want to run the report for. You can select one or more customers as needed.

Projects: Select the project(s) you want to run the report for. You can select one or more projects as needed. You can only choose a project after one or more customers have been chosen.

Categories: Filter based on timesheet categories and leave types the schedule bookings are added for. This is very useful if you only need to see a certain type of schedule booking.

Only Billable?: To view only those schedule assignments that have billable timesheet categories, enable the “Only Billable” checkbox.

Rounding: You can also apply rounding to the scheduled assignments and timesheets based on the account settings.

Time Format: Choose between Decimal Hours (H.XX) or Hours Minutes (HH:MM)

Show Columns

  • Week
  • Month
  • Task
  • Section
  • Billable?
  • Project Tags
  • Project Category
  • Sch – Act Dur

By default, we also display columns for Date, Customer, Project, Timesheet Category, Scheduled Duration and Actual Duration.

You can add up to 11 columns on this report.

Hide Individual Entries [checkbox]: Hide individual schedule and timesheets entries on the report output. The display will only include any available groupings you had selected, as well as the aggregated duration fields on grouping rows.

Project Tags: Filter the projects based on project tags.

Project Categories: Filter projects based on project categories.

We hope this guide was useful. Need further help with the My Schedule vs Timesheets report? Please contact our support team via chat or email.