The Timesheet Summary report gives a high-level view of the time tracked in a date range. It answers where the hours went, how much of that time is billable and how much billable work is still waiting to be invoiced. From any figure you can drill down to the entries behind it.
Open the report
Go to Reports in the left menu. On the Standard tab, click Timesheet Summary under Project Management, or type its name in Search. The report first runs for Last Week. Change the parameters in the panel on the right, then click Preview to run it again.
Administrators, Finance Managers and Portfolio Managers see time on every project. Project Managers can run the report too, and see only time on the projects they're an active member of.
Choose what to include
- Date Range: This Week, Last Week, This Month, Last Month, Last 90 Days, Last Year, Year To Date or All Time. Choose Custom Date Range to set Start Date and End Date yourself.
- Status: which timesheet statuses to count. Approved, Automatically Approved and Invoiced time is selected at first. Add Draft, Pending or Rejected to include time that isn't approved yet. See timesheet approvals.
- Project Status: time on active projects, archived projects or both.
- Project Tags and Project Categories: only projects with these tags or categories.
- The user tags filter and User Archive Status: only people with these tags, or active or archived people. User tags are set up under Settings › Scheduling Settings and added to people on their contact details.
- Only Billable: tick it to leave out non-billable time.
- Time Format: decimal hours or hours and minutes. It starts on your account's format.
- Timesheet Rounding: apply your account's rounding, so durations match what an invoice would show. See timesheet rounding.
- Flatten Report Tabs: show every tab as its own table, one after another. Use it when you print or export the report.
Read the report
The summary at the top shows the Hours Tracked in the date range, split into Billable Hours and Non Billable Hours, with a chart of the billable share. Next to it are the Billable Amount and the Uninvoiced Amount, with one line for each currency.
Below the summary, the time is broken down on four tabs: Customers, Projects, Categories and Team Members. A tab only lists items that have time in the date range. Each row shows:
- % Total Hours: this item's share of all the hours.
- Total Hours, Non-Billable Hours and Billable Hours.
- Billable Amount, in the customer's currency (see cost rates and billable rates). A total that mixes currencies shows NA, because those amounts can't be added together (see multiple currencies).
Drill down
Click a name to break it down further:
Click a… | To see its time by |
|---|---|
Customer | Projects, categories and team members |
Project | Categories, team members and tasks. The Tasks tab adds Estimated Hours and Remaining Hours (the estimate minus Total Hours). |
Category | Customers, projects and team members |
Team member | Customers, projects and categories |
Click an hours figure to open the Timesheet Details report, filtered to the entries that make up that number.
Save, schedule or export
Click Save As in the parameters panel to keep your settings as a saved report. See saving and sharing reports. A saved report can be emailed on a regular schedule, for example to keep an eye on uninvoiced amounts: see scheduling reports for email delivery. To download the report as a file, see exporting data.