Company time summary report

Modified on Mon, 07 Aug 2023 at 11:33 AM

The Company Time Summary Report allows you to know how the company has performed against the estimated task times. 


WHAT INFORMATION CAN YOU GET OUT OF THIS REPORT?

  • View time tracked in table or data form.

  • See how much time your staff should have tracked and how much they actually tracked.

  • View a split between billable and non-billable time tracked.



WHAT SETUP IS NEEDED FOR THIS REPORT TO WORK EFFECTIVELY  

The following users are involved in the data that populates this report:

 

  • Traffic / Project Managers - these are the users who assign tasks to users and jobs and ensure all the correct information is set on the task.

    • Tasks must be assigned to an owner.

    • Tasks must be given an estimated effort time.

    • If you want to filter by a department, your employees need to be linked to a department.

  • Anyone responsible for doing work on tasks

    • These users must keep their tasks up to date.

    • Track time accurately and make sure it set as billable or nonbillable time.


HOW TO ACCESS AND USE THIS REPORT

  • Analytics>Reporting>Tasks>Company Time Summary.

  • Filter the search as required.

  • Results can be exported as a CSV file, Excel file or a PDF document. 


HOW TO MAINTAIN THIS REPORT

  • Host a weekly meeting with your traffic/project manager and review the Company Time Summary Report to ensure all work is correctly allocated and on track.

  • Make sure every user has recorded all time tracked correctly.

  • If users are not accurately tracking time you could force them to track time to tasks in your settings

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