Reports about timesheets

SECURITY  Refer to Required Permission for each report

NAVIGATION  Refer to Path for each report. Note that LiveReports may be published to any report category or multiple report categories, or may not be published at all in your Autotask instance. To publish a LiveReport, refer to Publishing LiveReports.

Standard reports

My Timesheets

Required Permission	All users
Path	> Home > Reports > My Timesheets
Description	This report is available as a Timesheet Summary and a Timesheet Detail report. The Summary shows the user's time entries by timesheet period. The Timesheet Detail report shows time entries by the logged in user sorted by organization Your Autotask instance may be configured to use one of the following terms instead: Account, Business Unit, Client Company, Customer, Site., for the selected date range. Both reports can be filtered by organization.

Submitted Timesheets

Required Permission	Security level access to Reports > Time & Expenses category
Path	> Reports > Report categories > Time & Expenses > Timesheets section
Description	Displays a list of submitted timesheets by resource. Refer to Managing submitted timesheets.

Time Compliance by Department

Required Permission	Security level access to Reports > Time & Expenses category
Path	> Reports > Report categories > Time & Expenses > Timesheets section
Description	Comparison of total hours to available hours for all resources you are a timesheet approver for, by department, for a selected timesheet period. Note that resources who are not required to submit timesheets are not included.

Timesheet History by Resource

Required Permission	Security level access to Reports > Time & Expenses category
Path	> Reports > Report categories > Time & Expenses > Timesheets section
Description	Detailed view of submitted and unsubmitted timesheets of selected resource(s) for the selected timesheet period.

Timesheet Status by Period and Resource

Required Permission	Security level access to Reports > Time & Expenses category
Path	> Reports > Report categories > Time & Expenses > Timesheets section
Description	Shows non-approved timesheets for the selected timesheet periods and department resources as submitted, unsubmitted, or canceled.

Timesheets by Resource

Required Permission	Security level access to Reports > Time & Expenses category
Path	> Reports > Report categories > Time & Expenses > Timesheets section
Description	Summary of time worked, as recorded on submitted timesheets, for one or more resources in a selected department for a specified date range.

Unsubmitted Timesheets

Required Permission	Security level access to Reports > Time & Expenses category
Path	> Reports > Report categories > Time & Expenses > Timesheets section
Description	All unsubmitted timesheets by resource, filtered by timesheet approver, department, resource and date range. One click allows you to notify resources that their timesheets have not been submitted.

LiveReports

Timesheet Report

Required Permission	Administrator or Manager security level. May be published to other security levels, departments, or resources.
Path	> Reports > Time & Expenses tab > LiveReports
Description	This report displays the hours worked as they appear on a resource's timesheet. This will include billable and non-billable hours worked listed per organization.

 

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