Project and client timesheet report

Project and client timesheet report

Project Report

  1. Navigate to Home > My Timesheet.
  2. Click the drop-down action panel beside the Calendar view section.
  3. Click Project Report.

Highlights of Project Report:

  • Be it two months or two years, irrespective of the project span, a report is generated for the whole project span in terms of budget and the actual expenditure.
  • The difference in terms of budget and time is projected in this report.
  • The new project groups are listed on the top and the old groups fall behind in the list.
  • The actual budget allocated and the invoiced amount along with the difference between the two, are projected clearly in this report.

Filters in Project Report

  • In Project Report, the Full Project Report option that's present under the Time filter, will be selected by default and if you wish to go for a lesser time span or rather customize the time span and view a chopped version of the project report, you can choose to select Custom Date and click find to view the project report for the selected time frame.
  • In the Custom Date filter option, you can choose to view the report for a maximum span of 12 months.
  • This feature is available in Enterprise and Premium plans only.

Client Report

  1. Navigate to Home->My Timesheet.
  2. Click the drop-down action panel beside the Calendar view section.
  3. Click Client Report.

Highlights of Client Report:

  • This report is generated for all the client companies that have been associated with your portal for the last 12 months.
  • The new clients are listed on the top of the charts and the old clients follow the new ones.

Filters in Client Report

  • In Client Report, the Last 12 months option that's present under the Time filter, will be selected by default and if you wish to go for a lesser time span or rather customize the time span and view a chopped version of the project report, you can choose to select Custom Date and click find to view the project report for the selected time frame.
  • In the Custom Date filter option, you can choose to view the report for a maximum span of 12 months.
  • This feature is available in Enterprise and Premium plans only.

Export Results to PDF

It is possible to export the results of any of these timesheet functions like Group By Date, Group By User, Project Report, and Client Report to a separate PDF file. After navigating to the option (one of the above four functions) that you want, click  and select Export to PDF. This action exports the results to a PDF file accordingly.


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