Agiled Docs

Time reports help you understand where team time is going.

Time Tracking

Use Time Tracking to review logged hours by project and member. The report also compares total hours and billable hours.

Open Reports → Productivity → Time Tracking, set the date range, and choose day, week, or month grouping when reviewing trends. Use table view to validate hours before billing or payroll review.

Compare billable and non-billable time before creating invoices or discussing utilization. High non-billable time may be expected for internal projects, but it should be reviewed when it appears on client delivery work.

Use grouping to match the review question. Daily grouping helps find missing or overlong entries, weekly grouping helps managers review capacity, and monthly grouping helps with billing, utilization, and trend review.

Timesheet Summary

Use Timesheet Summary to review timesheet volume and status. This helps managers see what is submitted, pending, approved, or needs attention.

Timesheet Summary is grouped by status, so it does not use day/week/month grouping. Use it to find missing submissions, pending approvals, and rejected timesheets that still need correction.

Filters

Use date range for both reports. Time Tracking can be reviewed by period, while Timesheet Summary is grouped by status.

Filter by project, member, client, billable status, or approval status when the report is used for a specific decision. A broad report is useful for trends, but billing and payroll reviews should narrow the data to the period and people being approved.

Review Workflow

Set the date range to the week, month, or billing period.
Review total hours and billable hours.
Check projects with high non-billable time.
Open Timesheet Summary to confirm submissions and approvals.
Follow up with team members whose timesheets are missing or rejected.
Export Time Tracking only after entries and approvals are current.

Audit Time Entries

When a total looks wrong, audit the entries behind it:

Look for timers left running too long.
Check entries without a project or task.
Compare billable flags against the customer agreement.
Review vague descriptions before sharing time with clients.
Confirm rejected timesheets were corrected and resubmitted.

Fix source entries first, then rerun the report.

Before Billing or Payroll

Open the underlying time entries or timesheets when totals look wrong. Fix missing project/task links, unclear descriptions, wrong billable flags, and pending approvals before exporting the report. The report should reflect clean time data, not replace the time-review process.

After corrections, rerun the report before exporting. If the report is shared with finance, payroll, or a client, include the date range and filters used so the numbers can be reproduced later.

Manager Review Routine

For weekly review, filter to the team or project you manage, sort by total hours, and check exceptions first: missing submissions, unusually high hours, zero billable time on client work, rejected timesheets, or entries without clear descriptions.

Do the review before payroll or invoicing cutoff so team members have time to correct entries without delaying finance.

Compare Time With Work Evidence

When billable or payroll-sensitive time looks unusual, compare it with project tasks, comments, calendar meetings, attendance, and timesheet approvals. The report shows totals, but the source records explain whether the time is valid.

Correct the original time entry or timesheet before exporting the report so the workspace remains consistent.

Time Tracking and Timesheet Reports