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Reports (Team)

3 years ago · Updated

On the team reports dashboard, you have the following graphs available:

  • Total team time
  • Top ten tags used
  • Top ten applications used

The graphs are able to be filtered by users (4) and date (1). The total team time bar graph can also be toggled to view by:

  • Date of Activity: (2) this means you will see the time posted by selected team members which happened in the specified date range
  • Date Submitted: (2) this means you will see the time that was posted in the selected date range but the entries could have been captured at any date outside of this date range

The different views for the team timesheets make it easy to manage both full time and contract team members. For contract or hourly rate, team members you can easily view their posted hours as they are submitted, rather than as they are performed. This means that if a team member ever posts sometimes late, for example after a pay cycle, it can easily be captured in the next cycle by using the ‘view by date submitted’ toggle.

You can also use groups to filter (4) your graphs quickly by a selection of team members. To create a group, simply select all the team members you would like to include in the group and click ‘save the selection as a group’ (6) below the list.

Inactive users will by default be filtered out of the view, however, to view their details select show inactive users (5) and you will then be able to view them in the list of users and select as usual.

team-report.png

Exporting individual and whole team reports

To export a team report, select the date range (1) and the selection of team members (4) you wish to export the report for. Then click on the download report icon (7) download-icon.png in the top right corner of the total team time bar graph. You will then get a pop-up window that allows you to filter the report by a specific tag if desired. Once you click ‘submit’ the report will generate and you will receive an on-screen link to download as well as an email containing the requested report.

export-team-report.png

To export an individual report, you can use the icons that appear in the team members bar graph (3).

  • The magnifying glass icon magnifying-glass.png lets you view the individual timesheet
  • The PDF icon pdf-icon.png allows you to download the individual PDF report, based on the date range already selected. A pop-up window also allows you to filter this PDF report by a specific tag (or tags) prior to downloading.
  • The CSV icon csv-icon.png allows you to download the individual CSV report, based on the date range already selected. A pop-up window also allows you to filter this CSV report by a specific tag (or tags) prior to downloading.

Report Types

CSV/Excel Detail Report Example:

emailfirstNamelastNameuserTimeZonesegmentHourLocalsegmentHourUtcappNamewindowTitledurationSecuserGroupstotalGroupTimegroupNamegroupIDdescriptionnumberOfTagstag1tag2
alexander.pacific.1@practiceinsight.ioAlexanderPacific1UTC2018-08-13 09:00:002018-08-13 01:00:00SlackSlack - Thompson & Peters LTD562N/A7545Case preparation5b7e2d074cbfa00001d244fcCase preparation178201-P14363EPPC
alexander.pacific.1@practiceinsight.ioAlexanderPacific1UTC2018-08-13 09:00:002018-08-13 01:00:00Microsoft OutlookRe: Inquiry Our Ref: P14059CAPC-QP7CG449N/A1P14059CAPC-QP7CG
alexander.pacific.1@practiceinsight.ioAlexanderPacific1UTC2018-08-13 09:00:002018-08-13 01:00:00Microsoft WordRef P118227DE - Proposed response to Office Action: P13524DE00-NC3MM307N/AP118227DEP13524DE00-NC3MM2P118227DEP13524DE00-NC3MM

CSV/Excel Summary Report Example:

emailfirstNamelastNamestartDateHourUtcendDateHourUtcpostedHoursuserGroups
amy.pacific.1@practiceinsight.ioAmyPacific131/07/2018 16:0001/09/2018 15:0046.18General Law, Patents Dept, Trade Marks
charles.pacific.1@practiceinsight.ioCharlesPacific31/07/2018 16:0001/09/2018 15:0036.73N/A
alexander.pacific.1@practiceinsight.ioAlexanderPacific31/07/2018 16:0001/09/2018 15:0036.6N/A

Individual PDF Report Example:

360044353213-Screen_Shot_2019-08-12_at_3.14.03_PM.png

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