User Access: Admin, Manager & Guide users can export time tracking reporting data. Users with a TaskOwner or Contributor license will be able to access the Reporting page and can see data on this page related to the projects they have been invited to. They however, are unable to export this data as a csv file.
Time Tracking is how organizations can record the working hours of employees and ensure those employees are compensated accurately for their time.
GUIDEcx Time Tracking is a way that organizations and providers can link their customer churn to implementation time. They can also...
Track internal implementation efficiency.
Gain insight to implementation cost, revenue, and profitability.
Allow for more accurate project forecasting for external users.
Analyze project health.
Time Tracking Reporting + Exporting
Time Tracking reporting allows you to understand organization profitability. You can access Time Tracking Reports within the Time Tracking tab located in the left hand menu.
To export a CSV of the data, click the export button to the right of the filter button on the top-right corner of the screen (as seen above).
There are four different types of reports that are exported.
Two of the options you're able to click on are:
Summary Report: This summarizes basic information. Here's everything that's captured:
Project
Milestone
Task
Generic [TRUE/FALSE]
Estimated Hours
Non-Billable Hours
Billable Hours
Total Hours
Total Cost
Total Billed
Profit/Loss
Detailed Report: This report has more data:
Time Record ID
Created At
Project ID
Project Name
Milestone ID
Milestone Name
Task ID
Task Name
User ID
User Name
User Email
Date Worked
Hours
Billable [TRUE/FALSE]
Generic [TRUE/FALSE]
Bill Rate
Category Name
Category Description
Task Due Date
Task Estimated Hours
Comment
The remaining two reports can be sorted by projects and users. The export will reflect what you're currently viewing.
If you want the project export, click the clipboard icon to view projects, then click the export button. If you want the users exported, click the icon with the two individuals next to the clipboard, then click the export button.
Project summary does not contain individual time entries, therefore won't have any dates. You can view:
Total hours logged on the project across all users.
Total project-level (or "generic") hours logged on the project across all users.
A row for each milestone with the total hours logged on that milestone across all users.
A row for each task with the total hours logged on that task across all users.
User summary does not contain individual time entries, therefore won't have any dates. You can view:
A row with their total hours logged across all projects.
For each project, a row with their total hours logged on that project.
For each project, a row with their total project-level (or "Generic") hours logged on that project.
For each project, a row for each task they are assigned to or logged time on, with their total hours on that task.
When the CSV is finished downloading, GUIDEcx will send you an email where you can access the download link.
