Run a report of your personal timesheets with the My Timesheet Details report. This report can easily be printed out or exported for your records, or to provide to a client. Include information on timesheet approval, creation, notes and more as needed.
A few reasons to use this report
- Schedule this report for delivery to better understand what you spend your time on each week.
- Export this report for your personal records or forward it to a client contact.
- View all timesheet entry notes to understand what work was done in a given date range.
- Check when each timesheet was approved, and who it was approved by.
Figure: Grouped by Month and Timesheet Category with Individual Entries Hidden
While 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.
The following pre-defined date range options are available.
- This Week
- This Month
- Last Week (selected by default)
- Last Month
- Last 30 Days
- Last 60 Days
- Last 90 Days
- This Year
- Last Year
- All Time
- Custom Date Range (allows you to choose a custom date range in the next parameter)
Timesheet Start & End Date:
Enter a custom date range to run the timesheet report for. This date range is for the timesheet date.
Created Date From & To:
Enter a custom start date range to run the timesheet report for. This date range is for the date a timesheet was created on.
Many of our reports allow you to group data. The My Timesheet Details Report has two available grouping options:
- Primary Grouping
- Secondary Grouping
These groupings include the following options:
- Timesheet Category
We subtotal the duration when data is grouped.
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.
Timesheet Status: Choose which status of timesheets you want to run the report for. Statuses include: Draft, Pending, Approved, Automatically Approved, Rejected and Invoiced.
Time Display Format: Choose whether the report output should show hours in hh:mm or hh.mm.
Rounding [checkbox]: This checkbox applies rounding to the report based on your account settings. This shows you what the durations will look like when added to an invoice.
Timesheet Category: Filter based on timesheet categories the timesheets are recorded on. This is very useful if you only need timesheets for one type of work, for example, meetings.
Display Parameters on Report: Display the parameters used to run the report at the top. Select this option if you will like the exported report to include the parameter values used to run the report.
Start/End Timezone: Choose whether Timesheet Start & End times should be shown in Timesheet User Timezone or Account Timezone.
- Date (default)
- Customer (default)
- Project (default)
- Timesheet Category
- Approved Date
- Approved By
- Start/End Time
- Created Date
You can add up to 11 columns on this report.
Hide Individual Entries [checkbox]: Hide individual timesheets on the report output. The display will only include any available groupings you had selected, as well as the duration and amount fields that can be aggregated on grouping rows.
Project Archive Status: Use this parameter to filter the reports to see only those timesheets of yours that are linked to the projects in Active or Archive status. This is a multi-select field and you can select Active, Archive, or both the statuses to filter the report output. Please note that selecting an option from this parameter also filters the list of Customers and Projects in respective parameters.
We hope this guide was useful. Need further help with the My Timesheet Details report? Please contact our support team via chat or email.