Time reports
Time reports turn your team's time entries into timesheets: who worked how many hours, on what, and in which period, with the billing and cost of those hours when you need them. Use them to check a week before approval, to prepare billing, or to see how each person's time was spent. Anyone with access to the Reporting tab can run them, and they show only the time you have permissions to see.
Jump to:
The time reports
In EVX Software's suggested setup, they are under Timesheets in the Reporting tab. Your firm may have moved or renamed them.
| Report | Shows |
|---|---|
| 01. Timesheets | The executed time for a list of tasks, in a period, by person if you choose one. |
| 02. Timesheets - Customizable | The time entries of a period, grouped by person, by any dimension, or by an intersection of dimensions. |
| 03. Worked time by person | The worked time grouped by person, service, and labor category. |
| 04. Worked time by person - Custom | All the time entries of a period, grouped by person. |
Run a time report
- Open the Reporting tab and click the report.
- Choose the period and the other filters.
- Click Generate report.
Filters
| Report | Filters |
|---|---|
| 01. Timesheets | Date, from Today to Year to date or Select dates...; Show billing information; Show costs information; Invoicing status (All, Unbilled, Invoiced, Non billable, Fixed fee work); Show estimated time column |
| 02. Timesheets - Customizable | Date; Group by (None, Person, Intersection, Dimension); Show details; Show worked time in descriptive format |
| 03. Worked time by person | Date, or Start date and End date; Show details; Show worked time in descriptive format |
| 04. Worked time by person - Custom | Start time; User |
Show billing information adds the price of the hours.
Print or export
Use Print, CSV, PDF, or Excel at the top of the report. See Exports.
Example: preparing the month's billing
On the first of the month, the billing coordinator runs 01. Timesheets for Last month, with Invoicing status at Unbilled and Show billing information checked. She sends each project manager the hours ready to bill, and they correct two entries before the invoices are generated.
What you can do next
- Billable and non-billable time for what each report counts as billable.
- Utilization report for billable hours against each person's goal.
- Reports for the other reports.