ClickTime offers more than 60 out-of-the-box reports that are available to ALL ClickTime accounts. That's dozens of ways to aggregate, summarize, and display data to help you better understand your staff and how they are spending their time!
Finding the Report You Need
Using the Report Criteria Options
Printing Reports in Chrome
To access the Reports, first go to the Company --> Reports page:
You'll see two tabs in the middle of the page: Favorite Reports and Reporting Essentials. We'll discuss Favorite Reports later in this article.
The reports are organized by the method you use to search them. Click on the headers to expand the options and view all available reports. For example, if you click on People, you'll see reports that can be run based on the person who entered time. Similarly, if you click on Client, you'll find reports that can be run based on the Client to whom the time was logged, and so on.
After expanding the options, you can click on the name of a report to preview its format. This is useful for finding the report that best suits your needs. Use the arrows to navigate through the various reports in each section.
Next, click on "Run Report" to proceed to the Report Criteria page.
The names of the reports can also help you identify the one you're looking for. Here are some tips:
- Reports that display all the time entries within a period, line by line, will include the word Detail in their name.
- Reports that show totals of hours, billing amounts, etc., will typically have the word Summary in their name.
- The report names will also indicate which fields they include, such as Client, Project, Task, and whether Billing Rates or Costs are included.
Using the Report Criteria Page
Once you've selected the report you're looking for, you'll be taken to the Report Criteria page. Here, you can specify the data you'd like to include in the report:
The criteria options will differ slightly from report to report, but typically include:
- Title of the Report: You can change the name if you'd like a different title to display when searching for or generating the report.
- Format: Choose how you'd like the report to be displayed. We typically support HTML (which displays the report in your browser and allows for downloading in various formats), Excel, and PDF files.
- Date Range: Select the date range for the report. Options include month/quarter/year-to-date, as well as custom date ranges.
- Time Entries: Specify which time entries you're interested in. This is often used to find only locked/approved time entries or to include all time entries regardless of status.
Additional options may be available depending on the report you run.
After making these selections, you can further limit the report to the person who entered the time, the client and/or project the time was logged to, or the task used.
You may also have options to show or hide inactive people, clients, or projects. If you choose to "show inactive," these items will appear in gray.
When running the report by Client, you'll also see the option to "only include active Projects." Checking this box will ensure that the report only displays time entries associated with projects that are currently active.
Please Note: By default, we support up to a combination of 10,000 clients and jobs/projects in the filter options. We can accommodate accounts with more than 10,000 clients and jobs/projects through customization in our Enterprise account package.
After making your selections, you are ready to run the report. If you'd like to change the name, simply enter the new name into the Title field.
If you want to add this report to your list of favorites, check the "One of my favorites" box before running it.
Favorite Reports will appear in the "Favorite Reports" section of the Report Center.
Please note, this function only saves the report for easy access next time. ClickTime will not remember the people, client, project, or task selections from the last time you ran the report.
If you selected "HTML" as the output option, the report will open in your browser, allowing you to navigate through it. You can then export the report in the format of your choice.
If you selected "PDF" or "Excel," your browser settings will determine whether the file opens automatically in the browser or is downloaded to your computer. Please check your local settings or consult your IT support for assistance with these options.
For some reports, you may be directed to a download page. We recommend right-clicking the link and choosing "Save link as" to download the file to your computer, rather than opening it directly from the web.
Chrome users have two methods to create a PDF version of their report.
First, you can select the "PDF" formatting option on the Report Criteria page:
Alternatively, if you create the report in HTML format, you can then export it as a PDF file:
The "print" icon available in other browsers is no longer supported in Chrome, so you won't see that option when viewing your report in Chrome.
The "print" icon should still be available in other supported browsers (Firefox, Safari, Edge) and will generate a PDF file that you can view or download.
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