Staff Timesheets Report
📊 Staff Timesheets Report
The Staff Timesheets Report provides a detailed, day-by-day breakdown of employee work hours by project and cost code. Unlike the Employee Payroll Report, which offers a summarized view for payroll processing, this report is ideal for timesheet verification, daily performance tracking, and project-level time auditing.
📍 Accessing the Report
- From the left sidebar, click Reports.
- Select Reports again to open the standard reporting page.
- Choose Staff Timesheets from the list.
🧭 What This Report Shows
This report displays:
- A matrix with employees in rows and dates as columns
- Work hours split by project and cost code
- Time broken down by day, employee, and task
🗓️ Date Range Selection
At the top of the report, choose a:
- Predefined pay period
- Preset like “This Week,” “Last 7 Days,” etc.
- Or set a custom date range
The selected period will define the columns (dates) shown in the report.
🕒 Column Toggles (Per Day)
You can control which hour types are displayed:
- Regular Hours
- PTO Hours
- OT Hours
- Total Hours
Use the toggles at the top of the report to show/hide any of these columns.
🧱 Row-Level Filters
The rows represent employee entries, broken down by project and cost code. Available filters include:
- Division
- Employee (select one or multiple)
- Work Type (Project, Service, Break)
- Project (select all or specific)
- Cost Code
- Service Location (if used)
You can also toggle:
- Show Zero Hour Time Cards:
- ON: Includes employees who submitted no time
- OFF (default): Hides them from the report
💡 Report Behavior
- If an employee worked on multiple projects or cost codes, each combination appears as a separate row.
- Each day within the selected time range appears as a separate column.
- Unused columns (days) can be hidden manually for clarity.
📁 Saving a Custom Report
Once you've filtered the data as needed:
- Click Save in the top-right.
- Name your report and choose whether to make it Public or Private.
- Click Confirm to save it.
All saved versions will appear under the Saved tab on the Reports page.
⬆️ Exporting Options
Click the three vertical dots (top-right corner) to export:
- Export to Excel: Full raw data
- Export to PDF: Summarized format
- Export by Project (PDF): Project-specific breakdown
🧠 Use Cases
- Field/project managers verifying time submissions daily
- HR audits of PTO, overtime, and break usage
- Project tracking on a per-employee or per-cost code basis
📌 Tips
- Use Service Location filter only if your time entries include service jobs.
- Save different versions of the report for specific teams, projects, or departments.
- Export as PDF for quick sharing or Excel for deeper calculations.