Timesheets Report | CRM Time Tracking & Staff Productivity

View and analyze staff logged time, filter by date range, staff member, customer, project. Export timesheet data, group by task, and view total logged hours.

The Timesheets Report allows managers and staff to view, analyze, and export logged working time. It shows how much time each staff member spent on tasks, which projects and customers are involved, and provides totals.

Main Interface Elements

ElementDescription
My Timesheets buttonRedirects to the personal timesheets page for the current user.
ChartBar chart (Chart.js) showing total logged time over the selected period.
Filter panelDropdowns and date pickers to narrow down data.
Data tableList of timesheet entries with details (staff, task, times, notes, etc.).
Table toolsExport, reload, search, “Group by Task” toggle, pagination, sorting.
Footer totalSum of logged time in hh:mm and decimal format.

Filter Panel Details

FilterOptions / Behavior
RangeToday, This Month Logged Time, Last Month Logged Time, This Week Logged Time, Last Week Logged Time, Period (custom).
Period (From / To)Appears when “Period” is selected. Use date pickers to set a custom range.
Staff MemberDropdown – choose a specific staff member or “All Staff Members”.
CustomerAjax autocomplete field – start typing customer name.
ProjectMultiple‑select ajax field – search and select one or more projects.
Apply buttonAfter setting filters, click Apply to update the chart and table.

Chart

  • Displays total logged time aggregated by day or staff member (depending on system configuration).
  • Hover over bars to see exact values.

Data Table Columns

ColumnDescription
Staff MemberClickable name that opens the staff profile.
TaskTask name (clickable – opens task modal). Shows task status (e.g., In Progress, Complete).
Timesheet TagsTags attached to the timesheet entry.
Start TimeDate and time when work started (format dd-mm-yyyy hh:mm).
End TimeDate and time when work ended.
NoteOptional comment entered by the staff member.
RelatedLinked object – usually a project (clickable).
Time (h)Duration in hh:mm format (e.g., 02:00).
Time (decimal)Duration in decimal hours (e.g., 2.00).

Footer Total

  • Total Logged Time: sum of all displayed entries in hh:mm and decimal format.

Table Tools

ToolDescription
Show X entriesChoose rows per page (10, 25, 50, 100, All).
ExportExport data to CSV, Excel, or PDF.
ReloadRefresh the table data.
SearchGlobal search across all table columns.
Group by TaskToggle switch – when ON, timesheet entries are grouped by task to see total time per task.
PaginationPrevious / Next links and page numbers.
SortingClick any column header to sort ascending/descending.

How to Use (Step by Step)

  1. Select a time range from the Range dropdown. For a custom range, choose Period and set From date and To date.
  2. Optionally filter by Staff Member, Customer, and/or Project. You can leave any filter empty to include all.
  3. Click the Apply button.
  4. The chart updates automatically; a bar chart shows logged time distribution.
  5. The data table shows all matching timesheet entries.
  6. Use the Group by Task toggle to aggregate time per task.
  7. Use search, sorting, and pagination to navigate the table.
  8. Click Export to download the report.
  9. The footer total gives the overall logged time for the current filter set.

Tips

  • Use Customer filter to see time spent on a specific client.
  • Use Project filter to track project budget vs. actual time.
  • Group by Task is helpful to identify which tasks consume the most hours.
  • Today or This Week presets are useful for daily stand‑ups or weekly reviews.
  • Export weekly reports for further analysis in spreadsheets.

Frequently Asked Questions

Q: Why are some timesheet entries missing from the table?
A: Check the filters – ensure the date range, staff member, customer, and project selections are correct. Also note that “Group by Task” may combine entries.
Q: How can I see time for a single day?
A: Choose Period, set both From and To dates to the same day, then click Apply.
Q: The chart is empty. What should I do?
A: Widen the date range, select “All Staff Members”, or ensure there are timesheets for the chosen filters.
Q: Do I need to click Apply after changing a filter?
A: Yes – the report only updates when you click Apply.
Q: What does “Time (decimal)” mean?
A: It shows the same duration but in decimal hours (e.g., 1 hour 30 minutes = 1.50). Useful for payroll or billing calculations.

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