Time tracking report

The time tracking report brings the time entries recorded across your firm into a single list, so you can review where time is being spent over a chosen period. It draws on every user's entries, subject to your permissions, and is available when time keeping is enabled for your organisation.

What the report includes

The report is built from time entries, with one row per entry. It spans every user's entries rather than your own, and a row appears when the entry's date falls within the date filter, which defaults to the current week.

The Hourly rate and $ Amount columns are only present when you have permission to see other users' billable rates. Without it, the report still lists everyone's entries but omits their rates and amounts.

Entries can be edited directly from the report. See Editing a time entry below, and Time keeping for how entries are recorded.

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The time tracking report is available when time keeping is enabled for your organisation, and viewing it requires the time keeping report permission.

Report controls

The controls along the top of the report determine which entries are listed and how they are filtered by date. The report updates as you change the date filter or search.

Field	Description
Date comparator	How entries are filtered by date: In range (between two dates), Equals, Doesn't equal, Before, After, Not set, Is set, or No filter. Defaults to In range.
Time period	Sets the date range when Date comparator is In range. Selecting a preset fills in the dates automatically. Selecting Custom range lets you set the dates yourself. Defaults to This Week.
From / Date	The start of the range, or the single date for comparators other than In range. Editable when Time period is Custom range.
Until	The end of the range. Shown only when Date comparator is In range. Editable when Time period is Custom range.
Search	Filters the listed entries to those matching the text you enter.

The presets available in Time period are:

Period	Range covered
Custom range	The dates you set yourself.
Today	The current day.
Yesterday	The previous day.
This Week / Last Week	The current or previous calendar week.
This Month / Last Month	The current or previous calendar month.
This Quarter / Last Quarter	The current or previous calendar quarter.
This Year / Last Year	The current or previous calendar year.

RefreshAction

Click the Refresh button to reload the report with the latest time entries.

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The date filter resets to the current week each time you open the report, so adjust it to see entries from another period.

Presets

The Presets menu applies a ready-made arrangement of columns, grouping, and filters to the report. Applying a preset keeps your current date filter and replaces the rest of the columns and filters with the preset's.

Preset	What it shows
Billable hours by client	Billable entries grouped by client organisation, totalling duration and amount.
Billable hours by user	Billable entries grouped by user, totalling duration and amount.
Non-billable hours by user	Non-billable entries grouped by user, totalling duration.
Long time entries	Entries of eight hours or more, ordered by duration.
Currently active time entries	Entries that have started but not yet ended.
Entries not linked to jobs	Entries with no linked record, totalling duration and amount.

Report columns

The report is a single list with one row per time entry. Some columns are hidden by default and can be shown from the column chooser, and most columns can be filtered. Columns can be grouped by dragging them into the row group area, and grouped rows show the total duration and amount for the entries beneath them. Your column choices and arrangement are remembered the next time you open the report. See Working with data grids for how grouping and filtering work.

Column	Description
User	The user who recorded the entry.
Description	The note recorded against the entry.
Date	The date the entry started.
Start time	The time the entry started.
End time	The time the entry ended. Blank while the entry is still running.
Duration	The length of the entry. Totals when the rows are grouped.
Hourly rate	The billable hourly rate applied to the entry. When the rows are grouped, the average across the group. Only present when you have permission to see other users' billable rates.
$ Amount	The billable amount for the entry, the duration multiplied by the hourly rate. Totals when the rows are grouped. Only present when you have permission to see other users' billable rates.
Item type	The kind of record the entry is linked to: Valuation, Project, Quote, or Request. Blank when the entry is not linked to a record.
Item ref	The reference of the linked record. Opens the record.
Billable	Whether the entry is marked as billable.
Tags	Any tags applied to the entry.
Client name	The contact recorded on the entry.
Client job ref	The client's own reference for the work.
Client is Org.	Whether the client is an organisation rather than an individual.
Client organisation	The organisation the client belongs to.
Client branch	The client's organisation branch.
Contact email	The client's email address.
Created by	The user who created the entry. Hidden by default.
Created at	When the entry was created. Hidden by default.
Updated by	The user who last changed the entry. Hidden by default.
Updated at	When the entry was last changed. Hidden by default.

Editing a time entry

Double-clicking a row opens the entry in the "Edit time entry" panel, the same panel used to record time throughout time keeping. You can edit your own entries; editing another user's entry requires permission to update other users' entries. The user the entry belongs to is shown at the top of the panel.

Field	Description
Date	The day the entry is recorded against. Cannot be changed while the entry is still running.
Start time	The time the entry began.
End time	The time the entry ended. Shows "Current" while the entry is still running.
Description	A note describing the work.

Linked itemInput

Connects the entry to a valuation, project, quote, or request

Opens the "Link time entry" dialog, where you search by reference or address or pick from recently updated records. Link attaches the selected record, and Unlink removes it.

ClientInput

Records who the time was spent for

The client this time entry relates to. Selecting it opens the "Choose client" dialog, where you search your contacts to find one, tick Organisations only to leave out individuals, or use New contact to add someone new. Clear removes the client. Once a client is set, a Client job reference field appears for the client's own reference for the work.

BillableToggle

Records whether the time is chargeable, and its rate

When enabled, an Hourly rate field appears, prefilled from the user's hourly rate and editable. When disabled, no rate or amount is recorded. Only visible when you have permission to record billable hours.

Time spentInput

Sets the entry's duration directly

Shows the elapsed time for the entry. Selecting it opens the "Edit timer" dialog, where you type a duration as hh:mm:ss or in shorthand such as 1h 30m. For a running entry this sets the start relative to now, for a finished entry it sets the end relative to the start.

TagsInput

Categorises the entry with one or more labels

Opens a menu of existing timer tags to apply. Typing filters the list, and a new tag can be created from the text entered. Creating a tag requires permission to create system list items. See Tags for how tags are created and managed.

SaveAction

Click Save to store the changes. For a new entry the button reads Create.

DeleteAction

Removes the entry

Permanently removes the entry. For an entry that is still running the button reads Discard instead. Available only for a saved entry, and only with permission to edit it.

Row menu

Right-clicking a row opens a menu of actions for that entry. The recording actions work the same as elsewhere in time keeping; see Time keeping for detail.

Action	Description
Go to ...	Opens the valuation, project, quote, or request the entry is linked to.
Continue entry	Starts a new running entry continuing from this one.
Split entry	Divides the entry into two at a chosen time.
Duplicate entry	Creates a copy of the entry that overlaps the original.
Edit	Opens the entry in the Edit time entry panel.
Delete	Removes the entry. Reads Discard for a running entry.
Stop timer	Stops the entry, shown only while it is running.

Exporting

The Export menu downloads the report. The export reflects the list as it currently stands, including the columns shown and any grouping, so the file matches what is on screen.

ExcelAction

Downloads the report as an Excel spreadsheet

CSVAction

Downloads the report as a CSV file