Monthly reports

Karen  Li's Avatar

Karen Li

05 Nov, 2015 12:58 AM

I'd like to be able to generate a report (not an invoice) showing how many hours each employee has worked under specific projects and/or clients. I haven't been able to find the right search parameters to show this data simply and consolidated.

Thanks very much.

  1. Support Staff 1 Posted by Seth B on 05 Nov, 2015 05:29 AM

    Seth B's Avatar

    Hi Karen,

    While we don’t have a report specifically that compiles all of that - you can get at that information in a couple of different ways.

    The first is to visit the project you’d like to report for, then click the “Time” button on the right-hand side. This will display hours for everyone who’s logged time for that project. You can also download this as a CSV (spreadsheet) file that can be opened in Excel or Google Spreadsheets.

    Another way to get similar detailed information is to visit the “Advanced Search” feature under Home > Reports. From there you can pull detailed information for most data inside Cashboard, including Timesheets. We don’t currently offer the ability to report on a per-client basis, but it’s something I know needs to be added in the future. We are currently working on a major upgrade of the system - so unfortunately I can’t give estimates to when that might be.

    Please let me know if you have any other questions.

    Best,

    - Seth

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